Locke Lord's estate planning lawyers offer a sophisticated, efficient approach to the full range of wealth transfer planning for high net worth individuals. From modest to billion dollar estates, we understand the complex and dynamic tax laws and the latest issues which impact clients' wealth transfer and estate planning goals. We quickly analyze complex issues and help clients identify and understand planning options so they can effectively maintain and pass on wealth.
We customize plans to individual needs, realizing every family and every estate is unique. Our team works closely with our business tax and employee benefits lawyers to handle all types of client needs, from typical transfer tax issues to the most sophisticated wealth transfer techniques.
Our lawyers work extensively in planning for transfers of business interests and family investments, and we have the established ability to reduce taxes and defend such planning techniques on audit. While tax planning is frequently an important element of estate planning, our lawyers pride themselves on the breadth as well as the depth of their experience, which extends to business succession planning, trust and estate administration, litigation, fiduciary advice and charitable planning.
Locke Lord's Private Wealth practice area consistently ranks in the top level of U.S. News – Best Lawyers® "Best Law Firms" report. Most of Locke Lord's estate planning lawyers are board certified, and many are elected as fellows in the American College of Trust and Estate Counsel. Most are also members of the probate and estate planning sections of various bar associations. We regularly share our knowledge at seminars and are leaders and members of professional organizations.