Estate & Tax Planning

Sherman & Howard’s estate and tax planning attorneys work with high net worth individuals, families, business owners, entrepreneurs, and professionals on all aspects of estate, gift, and multi-generational tax planning including wills, trusts, power of attorney, gift and generation-skipping transfer tax planning, lifetime wealth transfer through qualified personal residence trusts, grantor retained annuity trusts, family limited partnerships, planned giving, charitable remainder trusts, charitable lead trusts, private foundations, and spousal trusts.  Our attorneys are experienced in developing sophisticated wealth transfer strategies and integrating those strategies with personal, business and tax goals.  We partner with clients to understand their individual and family needs and design a customized estate plan to transfer funds in a way that family wealth may be a constructive influence in the life of each beneficiary family member.  We also assist clients with domestic relations needs including prenuptial agreements and post-marital agreements.

Estate and Tax Planning Services

+Estate Planning
+ Estate and Trust Administration
+ Gift Planning
+ Guardianships and Conservatorships
+ Trust and Estate Litigation