Estate, Tax and Business Succession Planning

Attorneys in the Ober|Kaler Estates and Trusts Group help clients work through the many details that must be addressed as they make decisions that will determine how their assets will be passed to their heirs. We provide counsel designed to help minimize taxes while maximizing wealth and personal enrichment for family members. At Ober|Kaler, we offer cost-effective, thorough planning services for clients with modest portfolios as well as for those who have accumulated significant wealth.

Members of our Estates and Trusts Group are committed to understanding our clients' unique challenges, needs and objectives. We implement a planning solution that addresses each client’s requirements and the most effective tax strategies that apply to their situation. We also keep a close watch on the changes in tax and estate laws that may impact our clients, and are proactive when it comes to suggesting changes or modifications that we feel would benefit them.

The depth of our practice helps closely held business owners, corporate executives, physicians and other individuals create the structure needed to achieve their goals and protect their future. We give careful consideration to the seamless transition of the closely held business, uninterrupted access to income, and the preservation and management of assets for children, grandchildren and future generations.