Estate Planning

BrownWinick’s Estate Planning practice group assist clients with all aspects of trusts and estates, ranging from routine wills to complex estate plans. Our attorneys help you plan for the future by providing wise counsel on wealth transfer plans that provide for beneficiaries, minimize taxes, and provide support for charitable organizations. Each plan is holistically tailored to integrate individual, family, and business planning to help you achieve your goals.

We provide sophisticated solutions for the creation and implementation of planning tools such as revocable trusts, life insurance trusts, annual exclusion gifting programs, family limited partnerships, deferred compensation arrangements, retirement benefit planning, and charitable structures. Our experience also extends to planning for the wealth transition of a family business to the next generation.