Private Wealth Law

About

Provided by Hahn Loeser & Parks LLP

Hahn Loeser's private wealth practice assists its high net worth clients in attaining and maintaining their financial and wealth planning goals with sophisticated planning strategies. The firm offers comprehensive estate planning services for business owners, professionals, business executives, and other high-net worth individuals. Hahn Loeser's attorneys have assisted families – often through multiple generations — in the transfer and preservation of wealth. The team has significant experience representing owners of privately held companies, guiding them through succession planning and resolving difficult issues that arise among family members in a business dynamic. In addition, Hahn Loeser's attorneys work extensively with individual trustees, corporate trustees, financial planners, accountants and insurance agents. They serve as advisors and counselors in the settlement and administration of trusts and estates, and as trust protectors. The firm's attorneys also advise clients on domicile planning and avoidance of state gift and estate taxes, as well as planning for large IRAs. Our primary areas of expertise include:

• Estate Planning
• Business Succession Planning
• Charitable Planning
• Domicile Planning 
• Insurance Planning 
• Retirement Planning
• Asset Protection Planning
• Estate Settlement 
• Fiduciary Services & Trust Administration 
• Fiduciary Litigation 
• Taxation & Tax Controversy 
• Tax Compliance