Estate Planning and Wealth Preservation

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The smooth and efficient transfer of wealth requires diligent and creative estate and trust planning.

Our estate planning lawyers work with individual and corporate clients on creating and implementing comprehensive structures for the transfer of assets to the next generation, to charities, or to other third parties. We utilize a wide range of estate planning tools such as Wills and various types of Trusts (including Alter Ego Trusts, Joint Partner Trusts, Bare Trusts, Family Trusts, and Insurance Trusts) in order to avoid potential litigation and minimize taxes, fees, and other associated expenses that result from the transfer of assets.

Our lawyers frequently collaborate with other advisors such as accountants, tax planners, investment advisors, and family enterprise advisors, in crafting integrated planning strategies. Working with clients in a wide range of industries, we often advise on succession planning for private enterprises, corporate reorganizations, and various other types of transactions.

We also assist individuals with incapacity and end-of-life planning by preparing Powers of Attorney, Representation Agreements, Committeeship Applications, and advising on elder law issues.

Estate planning and wealth preservation often require expertise in other specialized areas of law such as real estate law, family law, and business law. The integrated team at North Shore Law works together to ensure the recommended strategy meets our clients’ unique objectives.