Wealth Preservation and Estate Planning

Since our start in 1896, Moss & Barnett attorneys have worked with generations of clients and guided them in planning for the preservation, conservation, and management of their assets and businesses.

Beyond the technical tax and legal skills that form the pillars of effective strategic wealth management, Moss & Barnett attorneys possess the softer skills necessary in structuring trusts and estate plans reflective of our clients’ values and goals. We are patient, empathetic, good listeners, and diplomatic in delicate situations. In addition, we work collaboratively and efficiently with our clients’ other professional advisors and wealth management teams.

Moss & Barnett’s services and areas of counsel include:

  • Preparation of wills, trusts, powers of attorneys, living wills, and related documents
  • Tax reduction strategies
  • Estate and trust administration
  • Private foundations
  • Charitable trusts
  • Trustee selection
  • Guardianships and conservatorships
  • Resolution of family and business disputes
  • Succession planning for family-owned businesses
  • Life insurance trusts and related planning
  • Assistance in IRS tax audits
  • Prenuptial agreements
  • Retirement planning

Wealth Preservation and Estate Planning Clients

Our attorneys help a wide range of clients provide for their children and families, realize their philanthropic goals, establish the orderly succession of family businesses, and transfer assets with minimal tax-liabilities for future generations. We also have worked with numerous businesses, including business owners seeking to pass enterprises onto the next generation, and employees contemplating business ownership.