“The successful transfer of personal wealth requires insightful planning focused on a client's desires, the needs of the family members and the impact of relevant tax laws.”

Cynda C. Ottaway
Private Wealth & Closely-Held Business Chair


Private Wealth & Closely-Held Business

Wealth Transfer
Transferring property to family members and other beneficiaries has become increasingly complex, and the firm has an established specialized practice in estate planning, estate and trust administration and charitable planning to assist our clients. Our attorneys have comprehensive knowledge of the applicable tax laws as well as the ability to evaluate the financial considerations and the legal consequences of proposed transactions. We can suggest sophisticated and creative ways to achieve our clients’ objectives.

Estate Planning Services
We assist individuals and family businesses in designing and implementing a desired plan, including drafting wills, trusts, property and health care powers and other related documents. In addition to minimizing transfer taxes, our planners offer advice on setting up the proper management to grow the family wealth and on how to avoid or resolve family disputes.

Trusts and Estates Administration Services
Our attorneys handle the management and settlement of trusts and estates including preparing estate tax returns, advising on related income tax issues and the allocation of assets. If a controversy arises with taxing authorities, third parties or among family members, we have broad experience in representing our clients in dispute resolution.

Client Comments

"Crowe & Dunlevy is superb and our family has been with them for at least 60 years." - Max W., Weitzenhoffer Theatres

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