The firm provides in-depth planning to ensure that your family is cared for, your assets are distributed exactly as you wish, and your estate is managed by people who understand your ideas and will carry out your goals.
Mr. Lindley has prepared many wills, has designed wealth-preserving estate plans and has organized and colleagued in forming charitable organizations. Sometimes such representations call for assistance in managing the transfer of client wealth. The most rewarding role the firm plays may be in providing continuity and a steadying force between the generations of families that have been served.
Administration of Trusts & Estates
The firms has experience in trust and estate administration matters. Clients include executors, administrators and trustees. From probating wills and collecting/valuing assets to ensuring proper documentation, record keeping and accounting to the beneficiaries, helping clients preserve the value of their trusts and estates is essential. The firm works closely with each client to provide comprehensive, customized guidance on the many issues that may arise in the administration of trusts and estates.
Business Succession Planning
The firm assists in maximizing the value of the succession of client businesses, transferring the maximum amount of wealth in the most tax-efficient manner, and addressing the asset protection and family succession objectives of our clients. The firm advises clients on a variety of business succession issues, from formation and operation of business entities, to gifting or selling the business and planning tax-efficient exit strategies.