Estate Planning, Wills & Trusts
Dunlap Moran's highly-regarded Private Wealth Practice Group is regularly engaged to address estate planning, business succession and asset protection planning. The Private Wealth Practice Group’s attorneys are also integrated with the firm’s professionals who assist in business entity formations such as limited liability companies, corporations and partnerships. Our team of professionals design plans to achieve estate planning objectives while striving to minimize tax consequences and administrative expenses.
Services provided by the Private Wealth Practice Group include: preparation of Last Will and Testaments, Revocable Trusts, Irrevocable Trusts, including but not limited to Insurance Trusts, Generation-Skipping Trusts, Asset Protection Trusts, Charitable Trusts, Qualified Personal Resident Trusts and various other documents and techniques.