Exall+Wood offers clients the thorough planning, strategic foresight and creative solutions required to adeptly manage, defend and preserve property. Our goal is to protect the clients’ hard earned business assets and manage IRS and state taxing authorities. We put the necessary time and effort into understanding our clients’ family dynamics, values and financial circumstances, and then articulate those concerns and goals in a complete estate plan.
Our attorneys regularly handle a variety of estate planning and wealth transfer matters, including:
- Business Owners and Partners
- Estate and Gift Tax Planning
- Family Limited Partnerships and Family Limited Liability Companies
- Trust Planning
Our extensive experience in transactional and tax law, gives us an understanding of the unique estate, tax and investment planning challenges and opportunities that corporate executives and business owners face when planning for the future. Regardless of our clients’ circumstances, we resolve to help them accomplish their goals in a tax efficient manner and plan for the smooth transition of family businesses and assets.