WWCFS estate planning department advises families with established and emerging wealth, their businesses, and their fiduciaries on the planning and administration of estates.
We create and implement estate, gift, generation-skipping, and income tax saving strategies that harmonize with non-tax family priorities and values.
Many WWCFS clients have built significant wealth through closely held businesses, and we bring deep experience to bear on succession planning issues.
We devote extensive attention to clients' charitable planning and advising non-profit organizations on tax compliance matters. We help our clients magnify their philanthropic impact by establishing donor advised funds, charitable trusts, charitable lead trusts, charitable foundations, and private operating foundations.
We also represent fiduciaries and beneficiaries in will contests, trust administration disputes, and complex estate administration issues.
Within these general areas of activity, we assist individuals, families, closely held businesses, and their fiduciaries and other advisors with the following specific projects:
Estate and Personal Planning
- Wills
- Revocable ("Living") Trusts
- Powers of Attorney
- Living Wills & Health Care Surrogate Designations
- Prenuptial Agreements and Postnuptial Agreements
- Special Needs Trusts (first-party and third-party)
- Guardianships (including contested guardianships)
- Asset protection planning
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