At Gutwein Law, we believe estate planning is essential for anyone who wants to protect their family, secure their assets, and leave a lasting legacy. Whether you're building your wealth, planning for retirement, caring for aging parents, or managing a family business, our attorneys provide clear, thoughtful, and customized guidance for every stage of life.

Practice Areas

Services

Estate and Business Succession

Estate Planning

Created an intentionally defective grantor trust for client with taxable estate. Facilitated a seed gift and sale of the client’s private business interests to the trust to remove future growth of assets from the client’s estate.

Estate and Business Succession

Estate Planning

Created a private foundation for client to allow more flexibility in achieving charitable intentions and to create a legacy of giving among the client’s children.

Estate and Business Succession

Estate Planning

Developed dynasty trust for client and worked with client to contribute private business interests at a discounted value to reduce estate tax exposure and promote growth outside of taxable estate.

Estate and Business Succession

Estate Planning

Represented a client with a taxable estate in contributing leveraged business ventures to a dynasty trust for future generations to promote estate tax free growth of ventures held in trust.

Estate and Business Succession

Estate Planning

Represented business owner in creating a private foundation through their estate plan to be managed by descendants as a legacy for one of the client’s deceased children.

Estate and Business Succession

Estate Planning

Represented business owner with a taxable estate in the creation of a dynasty trust structured to prioritize funding the educational and medical needs of descendants while promoting charitable giving from the wealth created with the trust.

Estate and Business Succession

Estate Planning

Represented a client with a taxable estate in the creation of a defective grantor trust. Facilitated a sale of the client’s real estate holdings to the trust to remove assets from the client’s estate while ensuring the client retained installment payments from the sale for living expenses and future business ventures.

Estate and Business Succession