Estate Planning

Weiss Berzowski LLP’s estate planners handle estate and business succession planning for individuals and families with diverse estates and unique problems and concerns. Our attorneys are qualified to handle the most complicated estate tax, gift tax, and generation-skipping transfer tax issues. Our estate planning attorneys are also experienced in

  • probate and nonprobate trust and estate administration
  • marital property agreements
  • gift and estate tax audits
  • buy-sell agreements for business owners
  • life insurance planning
  • guardianships
  • planning for lifetime disability
  • and medical assistance planning for disabled children and parents

The firm’s estate planning clients include business owners; professionals such as doctors, lawyers, and CPAs; and families of all ages. Our work with business owners encompasses planning for the transfer of ownership to the next generation, planning for liquidity to pay taxes and other post-death expenses, and implementing incentives for key employees.