Tax Law

Estate
Planning

Reach your estate and succession planning goals with creative and personalized strategies.

Highlights

Regardless of your age or financial position, we believe everyone should be prepared and well-represented with trusted legal resources. Estate planning can eliminate unnecessary stress for you and your loved ones.

We are well-equipped to create an individualized estate plan that directly accomplishes your goals for the future. Our practical and comprehensive advice on the issues surrounding all aspects of estate planning will provide clarity about your intentions to those most important to you. We will guide you through the entire process with the highest degree of professionalism. Our estate planning lawyers are known for their sensitivity in handling the personal and family issues that can sometimes arise in estate planning and administration. To best serve our clients, we aim to continuously educate ourselves in this fast-evolving practice.

If you have any questions, are looking for an existing Will, or would like to schedule a meeting to discuss your estate planning, please reach out to Catie Attwood at cattwood@nerlandlindsey.com.

We have experience in:

  • Planning for wealth accumulation, wealth distribution and wealth protection
  • Succession planning and governance
  • Tax planning
  • Probate planning
  • Asset protection
  • Trust planning
  • Drafting Wills, Enduring Powers of Attorney, and Personal Directives
  • Drafting testamentary and inter vivos trusts
  • Real estate transactions
  • Estate administration

Clients

  • High-net-worth individuals, couples, and families (both their personal interests and their business interests)
  • Owner-managers of businesses
  • Executors
  • Trustees
  • Beneficiaries, including charities, heirs, and dependants