Guiding individuals and families through the
complexities of planning their estates is an area of concentration
for Keevican Weiss & Bauerle LLC. Our focus is on protecting
and preserving the assets of our clients in a manner consistent
with their needs and expectations. We present them with a variety
of options designed to minimize tax consequences at death and
challenges to the estate.
The creation of individually tailored wills, lifetime and
testamentary trusts, durable and limited powers of attorney,
lifetime gift programs, special needs trusts, family limited
partnerships, charitable foundations, Medicaid planning, and
providing legal advice on the complexities of tax and property laws
are just some of the estate planning legal services we offer
clients for preserving family wealth. We also regularly advise
clients on matters such as succession of a family business, gift
tax implications, and designation of assets so that they dovetail
with their estate plans.
By staying abreast of the myriad of changes that emerge each year
in this area of law, we are adept at developing a personalized plan
for each client regardless of the size and complexity of the
estate.
