Wealth Planning and Preservation

The Wealth Planning and Preservation Practice Group is one of the largest and most experienced in the Tampa Bay area focusing primarily on individuals and families with estate, tax and wealth transfer planning needs.  Our team of experienced professionals is uniquely equipped to advise clients on a variety of issues, including:

• Developing and implementing individualized estate plans for multiple generations
• Developing and implementing strategies for transferring wealth on a tax-efficient basis
• Designing ownership structures to achieve operational control, tax and liability protection objectives through the use and administration of closely-held corporations, limited liability companies and partnerships
• Estate and trust administration and settlement
• Tax, probate and trust disputes and litigation
• Advising families on business succession issues
• Creating charitable foundations and trusts
• Creation and administration of family offices
  

Our Practice Group is dedicated to remaining current on the most recent developments in our areas of practice through active participation in bar and other professional organizations, as well as our own client publications and newsletters.  We are committed to providing our individual and family clients with excellent, responsive and discrete services in these important and highly personal matters.

For more information contact:

J. Eric Taylor

Printer-friendly version