Overview

H&W’s wealth planning practice represents clients in all aspects of estate and business planning, trust and estate administration and related litigation. We focus on individuals, including those beginning their financial planning and those who are contemplating retirement and the disposition of their business interests, as well as businesses, fiduciaries and tax-exempt organizations.

Estate Planning
We are “estate planners” and financial counselors and draft not only wills and trusts, but focus on the big picture effects of income, gift and transfer taxes and the desire to promote the client’s family goals to properly prepare estate plans for our clients. We work in close collaboration with a client’s financial advisors and accountants to custom tailor each estate plan. Our practice also includes advising on all U.S. income, estate and gift tax aspects of international estate planning for individuals, families, beneficiaries and trustees.

Trust and Estate Administration
We closely collaborate with executors, administrators, trustees and beneficiaries in all areas of probate and estate and trust administration to promote good communication and the desired outcome of our client’s trust and estate plans.

Charitable Giving and Tax-Exempt Organizations
We counsel private clients in their full range of charitable giving and philanthropic endeavors in connection with the establishment of private foundations and public charities, taxes, grants, and disputes involving charitable gifts. We also have direct experience using public offerings as way to fund foundations and charitable giving for our clients while minimizing taxes burdens.

Trust and Estate Litigation
We combine strong litigation experience with in-depth knowledge of trust and probate law and procedures. Our practice encompasses the full range of trust and probate litigation. We handle discovery, motion practice, settlement negotiations, trials and appeals.

H&W takes the time to understand our clients and their goals, so that we can properly offer solutions and strategies and anticipate the challenges that could result in designing the particular estate plan and trust. We protect the interests of our clients to make sure their wishes are carried out when they are deceased and preserved for the future. As Benjamin Franklin so aptly stated, “in this world nothing is certain but death and taxes.”

Asset Protection
H&W provides domestic and international estate planning and asset protection services to high net worth and aspiring clients. In today’s litigious climate, having a deliberate asset protection plan can protect you on the downside, while having an estate plan can enable you to build and preserve wealth, minimize taxes, and plan for succession. Some of our clients include professionals, entrepreneurs, real estate developers and owners, closely-held business owners, and directors of publicly-held companies.