Estate Planning & Wealth Management

The Estate Planning and Wealth Management practice group of Summers Compton Wells focuses on serving the needs of individuals, families and private business owners as they relate to business planning, multigenerational wealth management and transfer, asset protection, retirement planning, charitable giving, payment of educational, medical and long-term care expenses, and tax minimization.

Our attorneys prepare sophisticated wills and trusts specifically tailored to each client’s needs. These documents not only serve to minimize tax consequences on the transfer of wealth, but are created with the goal of maintaining family harmony, preserving and protecting family legacies, and achieving clients’ personal and financial objectives. Through the formation of specialized trusts and nonprofit organizations, we are able to help our clients fully realize their charitable goals.

Our attorneys also have a wealth of experience assisting clients through the establishment of buy-sell arrangements among the owners of closely held businesses, structuring transfer of ownership among family members, and advising clients about the many business, tax and other issues encountered in business succession planning.