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Estate Planning
Solheim Billing & Grimmer, S.C.’s wealth management and estate planning lawyers combine specialized experience in tax, property and fiduciary laws to provide advice on the conservation and transfer of personal wealth.
Wealth Transfer Planning
Our estate planning lawyers have one goal: to fashion a comprehensive and tax-efficient estate plan based on the client's asset mix, and business and family considerations. Our attorneys regularly advise clients about the relative advantages of various planning alternatives, including the use of revocable of living trusts, structured charitable giving techniques, optimal use of the estate tax exempt amount, and lifetime gifting opportunities.
The techniques and strategies on which we advise clients include business succession planning and buy-sell agreements, and the formation of:
- Charitable lead and remainder trusts
- Private family foundations
- Grantor retained annuity trusts and unitrusts
- Credit shelter trusts
- Qualified terminable interest property trusts
- Irrevocable life insurance trusts
- Section 2503(c) and "Crummey" trusts
- Family limited liability companies
- Family limited liability partnerships
SB&G has developed substantial experience in wealth protection strategies to assist individuals whose wealth is largely represented by equity holdings in a single company, such as entrepreneurs and executives with new economy companies.
Estate Administration
We provide full administration services for estates. Our attorneys pride themselves on their responsiveness and commitment to achieving client deadlines. A major part of SB&G's work for an state involves resolving issues regarding the disposition of real property, closely-held businesses, and investments. Our lawyers routinely counsel on estate tax and fiduciary income tax issues.
Fiduciary Litigation
SB&G has represented fiduciaries and beneficiaries in disputed matters involving the administration of trusts and estates, including will contests and will construction proceedings.
CONTACT SB&G TO LEARN MORE
David B. Billing
James I. Statz
Stephen J. Nording
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