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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.

Our trust and estate team regularly provide a full range of estate legal administrative services for both corporate and individual executors and trustees. We offer accounting services, tax preparation and asset custody for fiduciaries, as well as trust termination, accounting and construction proceedings, decanting of trusts, audit representation and tax and estate dispute litigation. Our experienced attorneys are also thoroughly knowledgeable in complex state and federal regulations, as well as fiduciary law, and frequently act as personal representatives and trustees.

AEGIS attorneys can help with both simple and sophisticated estate planning, counseling our clients to avoid probate and protect assets from creditors. From wills and living revocable trusts to business transfers, irrevocable trusts and charitable giving, we can also work with you to minimize estate and transfer taxes and ensure that successive generations inherit more wealth. We can also structure your estate so that children receive assets at an appropriate age, as well as develop advance directives and health care powers of attorney.
A thorough plan for business succession can be essential for closely held or family businesses. Many businesses that fail to plan for succession flounder or fail when the primary owner dies or retires. The AEGIS team has an exceptional level of business acumen, ensuring that we develop business succession plans that meet your business goals and your financial needs.

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.

Our attorneys work closely with clients to substantially reduce transfer taxes, ensuring that future generations receive more of the client’s wealth. The AEGIS trusts and estates team also works collaboratively across practice areas to develop asset protection strategies for your assets during your lifetime and beyond. From traditional trusts to generational skipping “dynasty” and life insurance trusts to intrafamily sales and loans, we can develop a plan that meets your family’s needs. While inter-generational family dynamics can be a source of conflict for both simple and complex estates, AEGIS attorneys are adept at developing asset protection strategies that can reduce conflict and prevent litigation.
Charitable giving can also be an important part of your legacy and your estate. Our clients’ goals range from leaving small amounts to a few charities to establishing a charitable foundation for tax-advantaged charitable giving. AEGIS attorneys work with you to understand your goals for your estate and future giving. We regularly help clients create charitable foundations and public charities and represent non-profits with respect to fundraising, gifts, grant agreements and administrative issues. We also counsel clients with respect to effective charitable giving and the tax implications of charitable gifts.

Deep Insights for Better Strategic Business Planning

By |July 20th, 2018|Categories: Estate Planning, General Corporate, Uncategorized|

Strategic business planning is essential for setting priorities and identifying a roadmap for your business’ future. Unfortunately, many employees see strategic planning as an onerous and useless exercise: Ask employees when they last referenced a [...]

Grooming the Perfect Person to Take Over Your Business

By |July 9th, 2018|Categories: AEGIS News, Estate Planning, General Corporate, Uncategorized|

You’ve spent years building your business, and you want to preserve your legacy when you step away from it. One of the best ways to ensure your business’s continued success is by choosing the right [...]

Choosing a Trustee or Personal Representative

By |March 22nd, 2018|Categories: AEGIS News, Estate Planning, Uncategorized|

Your choice of a trustee or executor (personal representative) to manage your finances and estate after your death or disability can be a difficult decision. Consider that the person in charge, generically called a “fiduciary” [...]

Avoiding the Pitfalls of Estate and Trust Administration

By |March 22nd, 2018|Categories: AEGIS News, Estate Planning|

Have your parents or other relatives put you in charge of their finances, that is, after they die or become incapacitated? Did you know this is a full-time job? The person in charge after someone [...]

Estate Planning and Proposed New Tax Reform

By |December 12th, 2017|Categories: AEGIS News, Estate Planning, Tax|

T H E   L A T E S T   N E W S : Estate Planning and Proposed New Tax Reform With large-scale tax reform being proposed in Washington D.C. by the Republican Congress, it's [...]

Estate Planning and Proposed New Tax Reform

By |November 22nd, 2017|Categories: AEGIS News, Estate Planning, Tax|Tags: , , |

With large-scale tax reform being proposed in Washington D.C. by the Republican Congress, it's important to understand how changes in our tax law would effect each of us, and specifically how it will effect estate [...]