Trust & Estates
Planning your estate for the future is an immensely personal task. That’s why the attorneys at AEGIS work to build trust with clients, understand their estate planning goals and draft clear agreements to protect assets, family, property and health interests. Our clients represent nearly every stage of life. Whether you need assistance with probate and trust administration, estate planning, business succession planning, multi-generational wealth planning or creating a charitable foundation, the experienced attorneys at AEGIS can help.
Our approach involves focusing on your lifetime and multi-generational needs to develop a goal-oriented plan encompassing both traditional estate planning and income-shifting approaches. While some estates have only a few assets, others require real property transfers, preparing complex tax returns or management of operating businesses. The knowledgeable team of AEGIS attorneys tailors a plan to you and your stage of life, effectuating plans to minimize transfer and income taxes.
Not ready to give up control of your business, but want to begin to transfer ownership? Our attorneys regularly advise clients on recapitalizing a closely business with nonvoting common stock, buy/sell agreements and creating a family partnership or limited liability company. Whatever your needs, the AEGIS trusts and estates team will work closely with you to consider your business, tax and personal needs and develop a plan for transfer of management, a transfer of ownership and an estate plan for you and your family.
Joel P. Green, JD, MBA
Attorney
Email Joel
(618) 632-5544 ext. 113
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Tammy Repaso, JD
Attorney
Email Tammy Repaso
(314) 454-9100 ext. 117
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An Estate Planning Opportunity that May Come Only Once
COVID-19 has brought death and destruction from disease that the United States hasn’t experienced since the Spanish Flu pandemic of more than 100 years ago. It is causing wide spread sickness, and in the case [...]
What Estate Law Protections Can You Put In Place For Children, If They Are Reckless With Money?
by Steve Spewak, JD (sspewak@aegislaw.com) When you've worked hard to leave a financial legacy for your children, it's hard to imagine your heirs squandering that legacy after you pass away. But situations like this routinely [...]
Five Common Mistakes with “DIY” Estate Plans
Steven B. Spewak, J.D., LL.M. – Taxation, sspewak@aegislaw.com Tammy D. Repaso, J.D., trepaso@aegislaw.com In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. [...]
How to Protect your Will from Unhappy Relatives
Steven B. Spewak, J.D., LL.M. – Taxation, sspewak@aegislaw.com Tammy D. Repaso, J.D., trepaso@aegislaw.com Having an updated Last Will and Testament is more important than ever, especially now. However, a will that is poorly created or [...]
What Does the SECURE Act Mean to You?
In late December, while most of us were distracted, the president signed the Setting Every Community Up for Retirement Enhancement Act. The SECURE Act was intended to remedy the disappointing fact that only slightly more [...]
Retirement Rules Changing in 2020
by Tammy Repaso, JD (trepaso@aegislaw.com) People who are saving for retirement—a group that we hope includes all of our clients at AEGIS Law—are having an interesting early 2020. Changes to the law and to IRS [...]