Estate, Business Succession, Asset Protection
Swanson Midgley attorneys are innovators in estate planning including sophisticated tax planning for high net worth individuals and families. We also concentrate on asset protection designed to shield business assets from claimants and protect the assets of executive personnel. Our attorneys have extensive experience in advising business clients on the creation of tax-exempt private foundations, charitable trusts and other methods for maximizing specific business and personal wealth maximization goals.
Our Estate, Business Succession, Asset Protection area includes attorneys with masters of law in taxation and attorneys who are licensed certified public accountants. We have developed innovatative methods to assure orderly transition of businesses whether by sale or tax-free merger.
Our attorneys pride themselves on their ability to explain complex tax planning in a manner that is easily understandable. We provide legal services based on our years of experience working with business owners, couples and families to meet their estate planning needs. The preparation of business succession plans, generational transfers, wills, trusts, powers of attorney, health care treatment directives and other estate planning documents is completed in a manner which meets the unique needs of each business, individual or family.
Our attorneys are experienced in these areas of Estate, Business Succession and Asset Protection:
- Charitable Tax Planning
- Elder Law
- Estate Planning
- Estate Litigation
- Estates & Trusts
- Gift Taxation
- Post Death Administration
- Probate & Estate Administration
- Probate Litigation
For more general information, contact Kelly Dean Brende.
At Swanson Midgley, we listen to our clients' needs in order to help them plan for the future and achieve their goals.
