Private Wealth & Trust Services

Preserving and protecting your wealth for future generations is a complex endeavor. Failing to have a comprehensive estate plan in place can lead to the unintended distribution of assets and probate complications. Sometimes conflicts arise from disagreements over inheritances, distribution of assets, or questions regarding the validity of estate planning documents. Inadequate tax planning can result in unnecessary tax burdens, such as estate taxes, gift taxes, or generation-skipping transfer taxes.

To avoid problems like these, clients turn to the dedicated trusts and estates team at Dunlap Bennett & Ludwig. Our attorneys understand the tax implications of wealth management, estate planning, business succession planning, and trust administration and can develop strategies to minimize tax liabilities and ensure your wishes are carried out.

Our experience in private wealth and trusts and estates matters

We recognize that every client has unique goals, values, and family dynamics. Our attorneys take a personalized approach, working closely with clients to understand their specific needs and objectives. We craft customized wealth preservation and estate planning strategies that align with your wishes and provide for your loved ones’ future.

We assist clients in developing comprehensive estate plans that reflect their unique circumstances and objectives. Our attorneys handle wills, trusts, powers of attorney, healthcare directives, and other estate planning documents, ensuring that your assets are protected in accordance with your wishes.

Our firm also provides professional guidance in trust administration, helping trustees fulfill their fiduciary duties and navigate complex legal requirements. We assist in asset management, beneficiary distributions, tax compliance, and resolving any trust-related issues that may arise.

Additionally, we work with individuals and families to develop wealth preservation strategies, including asset protection, charitable giving, and tax-efficient planning. Our attorneys help clients minimize tax liabilities, protect assets from creditors, and structure their wealth for future generations.

Finally, we help business owners to develop effective strategies for a seamless transition of ownership and management. Our attorneys assist in structuring buy-sell agreements, creating family limited partnerships, establishing trusts, and facilitating the transfer of business interests to the next generation or other successors.

At Dunlap Bennett & Ludwig, we are committed to providing exceptional legal services, strategic guidance, and personalized solutions to protect your wealth, preserve your legacy, and provide peace of mind for you and your loved ones.

What we do