Estate Planning

Adkisson Pitet LLP’s estate planning services are individually tailored to each client's specific situation, with an emphasis on high-net-worth individuals with an average net worth of $25-750 million. These clients typically have complicated estates with large asset holdings, including residential and commercial real estate, closely-held businesses, and diversified investments in financial instruments.

Using a holistic wealth transfer planning approach, Adkisson Pitet LLP deploys sophisticated methods that are designed to reduce transfer taxes, create an environment for assets to grow in a tax efficient way, and minimize exposure creditors through advanced asset protection techniques.

Our lawyers are experienced in all aspects of estate planning, including:

  • Wills
  • Trusts
  • Powers of Attorney 
  • Advanced health care directives
  • Business transition planning 
  • Asset protection
  • Tax shelter trusts
  • Flexible beneficiary trusts
  • Estate freeze techniques
  • Family gifting strategies
  • Charitable planning and charitable trusts 
  • Family foundations

Since estate and wealth transfer planning is an ongoing process, we encourage our clients to participate in an annual review process to ensure that their plans are always up to date.

If you would like further information on our Estate Planning practice, please contact Joe Petrucelli.