Private Wealth Law

UB Greensfelder’s Trusts & Estates Practice Group helps closely held business owners, multi-generation families, executives, and high-net-worth individuals plan for and protect their financial future and the family’s wealth for generations to come. The team focuses on facilitating their clients’ successes and works to ensure that plans are flexible, enforceable, and enduring.

UB Greensfelder’s attorneys have significant experience handling matters important to multigenerational families, high-net-worth individuals, and business owners. UB Greensfelder’s attorneys use their deep knowledge and multidisciplinary backgrounds to develop tailored planning strategies designed to protect clients’ assets, fulfill their wishes, and minimize the risk of disputes.

Working closely with clients to understand their desires and long-term goals, UB Greensfelder’s caring and compassionate team brings creativity, stability, and continuity to each matter. They regularly advise on estate and tax planning, marital agreements, probate and trust administration, and other estate planning matters. Together with colleagues in the firm’s Business Law Practice Group, they represent closely held business clients that have grown from small, entrepreneurial businesses to companies with billions of dollars in revenue.