Private Wealth Law

About

Provided by Sideman & Bancroft LLP

To aid clients in preserving wealth and minimizing tax exposure in matters of gifts, estates and trusts, the Estate Planning and Administration Group of Sideman & Bancroft represents individuals, spouses, domestic partners and families in developing and implementing comprehensive estate plans. As a group, we have a breadth of knowledge and experience gained through well over 100 years of law practice. Composed of partner-level attorneys at varying stages in their careers, the Estate Planning and Administration Group ensures families a consistent, trusted advocate across generations. Our attorneys offer clients options for both family wealth planning and tax planning that are tailored to their particular circumstances. We use the most current estate planning techniques to create clear and coherent estate plans, make tax-efficient gifts to family members, protect assets from creditors, pay estate taxes, and further our clients’ charitable intentions. Providing thoughtful and comprehensive solutions to the complex issues associated with significant wealth is our forte.