Estate Planning & Business Succession

We provide comprehensive and affordable estate plans to individuals, couples and owners of closely held or family-owned businesses in northern Indiana.

We can also create various types of trusts or family-limited partnerships to accomplish your goals for probate avoidance, asset protection, business succession, charitable bequests or Medicaid eligibility (special needs trust).

We’ll sit down with you to challenge your assumptions about the future and suggest scenarios you hadn’t considered, so your estate plan covers all the bases for your loved ones.

We also handle estate administration and probate litigation.

Our Clientele

We represent high net-worth clients whose accumulated assets are subject to estate taxes. We have sophisticated trusts to minimize the tax hit for our clients as wealth transfers from one generation to the next.

Even so, federal “death taxes” are not a concern for the majority of our clientele. Most are professionals, small business owners, executives, bankers, real estate professionals, construction contractors and middle class clients who need the estate planning essentials, including: