Protect the people you love.
Dworken & Bernstein provides advice and counsel for a variety of estate planning matters, including the preparation of wills, living wills, trusts including charitable trusts, and related financial planning documents. Dworken & Bernstein's attorneys are adept at planning for issues related to taxes, probate issues, life insurance, and property transfer matters.
HSR Comments:
Our wealth transfer and asset preservation practice is focused on representing families and their closely held businesses. This practice includes the structure of those family and business assets and related debt, sophisticated estate and philanthropic planning, asset protection, multigenerational structure and wealth-preservation planning.
Our experience with debtor/creditor issues bolsters our ability to help protect against creditors of both families and their businesses. Good wealth management and estate plans help individuals and families with some of their most important concerns:
- Multigenerational transfer of wealth.
- Tax minimization strategies.
- Protection from creditors.
- Business continuity and succession.
- Wealth transfer and tax aspects of concentrated asset positions.
Our full-service practice gives clients the ability to draw on our legal experience and an array of related services nationwide.
We spend time to understand the concerns of our clients and warn them of those they may also want to consider. And we spend time to help those clients understand the necessary documents and related legal work we do for them.
Dworken & Bernstein lawyers have earned the confidence of generations of clients, meeting their needs with skill and sensitivity. We have decades of trust and estate counseling experience, and we are knowledgeable about federal and state tax laws as they relate to families, family businesses, wealth preservation and estate planning.
