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Wealth Transfer

Overview

Bingham Greenebaum Doll LLP provides progressive counsel for your estate and financial affairs. Our attorneys work closely with each client to establish wealth transfer plans that meet each client’s business goals. We regularly counsel entrepreneurs, principals in family-owned and closely held businesses, professionals and public company executives in their wealth transfer planning.

Our attorneys endeavor to exercise personal discretion and sensitivity to guide your loved ones through post-mortem planning dedicated to the reduction of future legal difficulties, as well as the minimization of taxes and other financial burdens.

Our attorneys are knowledgeable in the use of various trusts, such as testamentary, living, qualified personal residence, life insurance, grantor retained interest, charitable lead and charitable remainder trusts. In cases of family businesses, we also help our clients to create agreements for the economic benefit of all family members, including non-participating family members.

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