Estate Planning

Lagerlof's Estate Planning Group draws on the experience of the firm to provide clients with clarity and understanding regarding the transfer of wealth.

 

We know you, your family, and your goals and produce plans that carry out your intentions and achieve your goals. We have extensive knowledge of estate planning techniques and our attention to the estate administration process, and our care as fiduciaries of the trusts we administer, help our clients succeed.

WHAT WE DO

Our Trusts and Estates practice focuses on all areas of wealth succession, business succession, insurance, and asset protection planning to develop estate plans that meet the goals and objectives of individuals, families, and business owners.

 

Long-lasting lawyer-client relationships built on trust allow us to respond effectively to our clients’ evolving estate planning and estate administration objectives.

We routinely advise high-net-worth individuals and business owners on estate planning strategies—ranging from generation-skipping transfers and business succession planning to charitable giving and insurance planning—that maximize wealth preservation and minimize taxes on transfers to family members, charities, and other recipients. Since the complexities of estate planning can involve many areas of the law, for clients whose complex estate plans are impacted by tax, corporate issues are able to consult with firm members in these areas in order to develop fully developed plans.

 

Working closely with our clients and their advisors, including trust officers, accountants, and financial officers, our experienced team of attorneys takes a holistic approach to estate and trust administration. 

Expertise

Our Clients

  • Business Owners

  • Entrepreneurs and Corporate executives

  • Private nonprofit foundations formed for estate planning and charitable giving

  • Physicians, and other professionals

 

Our Services

  • Estate & Tax Planning

  • Business Succession Planning

  • Asset Protection Planning through family limited partnerships, limited liability companies, and other vehicles

  • Charitable giving planning, including advice on achieving tax efficiencies and savings while fulfilling clients’ charitable intentions

  • Estate and trust administration, including advising trust fiduciaries of their duties and preparing trust income tax returns

  • Resolution of estate administration controversies and disputes through mediation and litigation

  • Insurance planning and structuring of life insurance coverage

  • Guardianships

  • Assistance with audits by IRS agents and state taxing authorities

  • Litigation of tax issues

CONTACTS

Vanessa Terzian, Esq - Partner

626-683-7234

Joshua Driskell, Esq. - Partner

626-683-7234

Jonathan Primuth, Esq. - Partner

626-683-7234

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