Succession & Estate Planning

Many perceive the succession and estate planning process as confusing and difficult, and therefore are reluctant to move forward. Our attorneys make the process easier to understand, which allows our clients to make informed decisions and to progress with both planning and implementation.

We provide a very personalized approach to a broad range of clients seeking to protect and enhance their estates for themselves and their beneficiaries. The Zeppos Law Firm offers a complete spectrum of sophisticated assistance, including:

• Asset protection
• Charitable planning and trusts
• Contingency planning for physical or mental incapacity
• Ensuring security of minor children
• Estate tax reduction
• Family limited partnerships
• Health care powers of attorney
• Insurance trusts
• Irrevocable and revocable trusts
• Life insurance planning
• Living trusts, wills, and durable powers of attorney
• Revocable and irrevocable trusts
• Structuring gifts to family and charities
• Succession planning for a family business

After carefully assessing a client's particular situation and concerns, the Zeppos Law Firm structures and implements an individually tailored plan designed to minimize tax consequences and maximize wealth. This combination of a personalized plan, prepared by an experienced professional, results in a final product in which you can have confidence.

Wealth transfer planning for high net worth families and individuals typically requires the involvement of experienced legal counsel. Contact the Zeppos Law Firm for further information.