Sophisticated and personalized estate planning is vital for business owners, corporate executive and high-net worth individuals and families. Wick Phillips provides estate plans, tax guidance, asset protection, philanthropic and business planning for our clients. Estate plans are not a static set of documents, but an evolving strategy that changes over time. We assist clients with developing a core estate plan which can be modified and supplemented as financial and family circumstances change. We have experience in developing structures to ensure that family businesses and legacy assets such as ranches are transferred in a tax-efficient manner and stay in the family while protected from divorce and creditors.

Estate Planning services include:

  • Wills
  • Living Trusts
  • Financial powers of attorney, health care powers of attorney, living wills and HIPAA authorizations
  • Irrevocable life insurance trusts
  • Intentionally defective grantor trusts
  • Beneficiary defective trusts
  • Dynasty trusts
  • Spousal access trusts
  • Charitable remainder trusts and charitable lead trusts
  • Grantor retained annuity trusts
  • Qualified personal residence trusts
  • Family limited partnerships
  • Prenuptial and post-nuptial agreements
  • Qualified plan and IRA beneficiary designations
  • Formation, administration, and governance of charitable entities
  • Administration of trusts
  • Tax minimization planning

Our Attorneys

See Heath, C. Ryan

C. Ryan Heath

Associate
See Lust, Connie

Connie Lust

Partner
See McCarthy, Daniel

Daniel H. McCarthy

Partner