Trusts & Estates, Business Succession Planning

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CowanPerry’s Trusts & Estates team assists clients in creating and implementing plans for transferring family wealth to meet family and business objectives while minimizing transfer taxes. We work closely with our clients’ financial advisors, accountants and insurance agents to gather and understand our clients’ information and to achieve their goals. We have extensive experience in drafting wills, trusts, powers of attorney, advance medical directives and other estate planning documents and regularly help our clients with estate planning techniques and vehicles designed to fully utilize their tax exemption and minimize estate and gift taxes.

Representative Engagements

  • Drafted and implemented numerous buy-sell agreements among owners of closely-held businesses
  • Created and helped implement succession plan for numerous companies to transfer business to the next generation
  • Represent trustees and executors on variety of administration issues