UB Greensfelder LLP

UB Greensfelder LLP is a dynamic, full-service law firm focused on exceeding client expectations and delivering superior, customized legal solutions. Created in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., the firm’s 265+ attorneys advise clients on a wide range of legal matters, including sophisticated estate planning and tax planning services.

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 Trusts & Estates Practice Group is comprised of Fellows of the American College of Trusts and Estates Counsel and attorneys consistently recognized byChambers for Private Wealth Law andThe Best Lawyers in America® for Trusts and Estates, Closely Held Companies and Family Businesses Law, and Tax Law. 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. Working closely with colleagues in the firm’sBusiness Law Practice Group, they represent closely held business clients that have grown from small, entrepreneurial businesses to companies with billions of dollars in revenue.

UB Greensfelder’s Trusts & Estates Practice Group regularly guides families, individuals, closely held business owners, and fiduciaries in matters such as:

• Business Succession Planning: UB Greensfelder helps owners of privately held businesses devise succession planning strategies. By integrating estate planning, wealth transfer, and business services, they offer a comprehensive range of services to family-owned and closely held businesses, as well as their owners. The firm’s family and closely held business clients range from small businesses to some of the largest privately held U.S. corporations.
• Charitable Planning: UB Greensfelder provides insightful guidance on a variety of techniques that allow clients to make tax-advantaged gifts to the charities of their choice through various estate planning tools and strategies, including charitable remainder trusts, lifetime and testamentary charitable lead trusts, private foundations, private operating foundations, and supporting organizations.
• Estate Plans and Tax Planning: UB Greensfelder’s Trusts & Estates Practice Group helps clients protect their assets with estate plans and minimize taxes via personalized estate, gift, and income tax planning strategies. The firm has extensive experience in structuring trusts, living wills, medical powers of attorney, durable powers of attorney, and short-term delegations of parental rights. The firm also assists non-U.S. citizens with estate planning and related personal tax planning needs.
• Fiduciary Services: UB Greensfelder regularly assists corporate and individual fiduciaries, trust beneficiaries, and family offices in fiduciary matters, including trust administration, tax preparation, corporate fiduciary issues, and trust and estate litigation.
• Marital Agreements: UB Greensfelder advises and assists with prenuptial agreements and postnuptial agreements.
• Private Wealth Services: UB Greensfelder’s private wealth services team represents multi-generational families, high-net-worth individuals and closely held businesses in various ways, including as family counsel, family office advisors, tax counsel, and family business counsel.

UB Greensfelder attorneys' holistic approach considers clients' unique objectives and delivers a plan that leverages their industry experience and the firm's vast knowledge. The firm is dedicated to preserving clients' wealth and ensuring its proper transfer from one generation to the next. The firm’s caring and compassionate attorneys work closely with clients to understand their needs and use sophisticated planning techniques to provide bespoke strategies and solutions.