Preserving the economic assets of families and individuals

In our wealth management and estate planning practice, our comprehensive approach assures a well-rounded plan that integrates an appropriate set of tools, resources, and strategies, to maximize the protection, conservation, growth, and transferability of financial assets. We are also sensitive to the issues involved in business transitions and in the estate planning process.


For more information:

• Overview of estate planning issues and options
• Estate Planning Overview

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Areas of Practice

• Standard Estate Planning
• Wealth Management
• Family Business Succession Planning
• Estate Administration
• Guardianships
• Estate and Trust Litigation

 

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Standard Estate Planning

• Wills
• Tax issues
• Probate planning
• Revocable and irrevocable trusts
  
  

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Wealth Management

Nicolosi & Associates’ wealth management team is diligent and compassionate in establishing guardianships and conservatorships and dealing with related matters.

• Life insurance
• Retirement accounts
• Trusts of all kinds
• Guardianships
• Conservatorships
  
  

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Family Business Succession Planning

We assist families in estate asset preservation planning throughout their lives. Our highly personalized planning approach includes addressing sensitive family issues frequently involved in business transitions and in the estate planning process, including business structure, operation, reorganization, division or consolidation of existing entities, formation of new entities, transition of business ownership, and control.

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 Estate Administration

Our attorneys focus on minimizing taxes associated with estate and trust administration and have the experience to help clients in organizing and understanding financial statements.  

• Disclaimers
• Court-ordered trust reformations
• Inventories
• Legal notices
• Court accountings
• Distributions
  
  

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