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Trusts & Estates and Private Wealth

You Spent Your Lifetime Building Your Legacy

High-net-worth, and ultra-high-net-worth individuals and families face unique challenges in the stewardship and transfer of the wealth they have accumulated. Whether that wealth is concentrated in the form of a family-owned business, or a diverse array of investments, we have the experience and expertise to help families protect and preserve not only financial wealth, but also the family values and generational legacy that are equally important.

MendenFreiman

Trusted Legal Advisors for High Net Worth Private Wealth Solutions

The attorneys in our Private Wealth practice have advanced degrees, designations, and decades of experience in working with high net worth clients on a wide array of issues, including:

Wealth Transfer Planning

including dynastic, generation-skipping trusts

Family business and governance planning

Special Needs Planning

Prenuptial Agreements

Business Exit and Succession Planning

Philanthropic & Charitable Trust Planning

Family Office 
design and implementation

Private Foundations

Put the Experience of Menden Freiman

To Work For You

Trust the Experience of  MendenFreiman

Ensure your estate passes to whom you want, and in the manner you have chosen. We skillfully and carefully plan for the transfer and administration of assets upon the death or incompetence of a loved one. See below for more details about the areas our estate planning attorneys can assist with. If you are interested in having someone contact you regarding your estate planning, please complete the following form and someone from our firm will reach out to connect you with one of our estate planning attorneys.

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Wills & Trusts

Whether you're hoping to avoid probate, minimize estate and gift taxes, or simply want to ensure your assets are distributed in accordance with your wishes, wills and trusts are an essential part of your estate plan. Our team can draft testamentary documents tailored to your situation, while maintaining flexibility for future changes in plans or circumstances.

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Gift Tax Planning

The estate tax mentioned above also applies to transfers made during your lifetime in the form of a gift tax. However, lifetime gift planning can help minimize the overall impact of the estate and gift tax, while empowering you to make gifts to children, other heirs, or charities during your lifetime, so that you can see and enjoy the impact your gifts make.

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Asset Protection

An asset protection plan provides assurance that your financial achievements are protected and preserved for your heirs and beneficiaries. We can help you choose the right way to safeguard your accumulated wealth against unexpected events and unforeseen changes in the lives of your beneficiaries, while minimizing tax liability.