Estate & Wealth Advisory

The Estate & Wealth Advisory Group at Lawson Lundell assists clients in developing strategies to preserve, protect and transition their personal wealth and business assets, as well as solutions respecting personal health care matters.

On the planning side, the members of our group work closely with clients and their professional advisors, such as accountants, financial advisors, insurance specialists, and family enterprise advisors, to create and implement planning strategies that address each client’s unique circumstances. We focus on creative, but not aggressive, planning strategies that provide clients with enduring and reliable outcomes.

However, even the best strategies can be challenged, and people do not always implement planning or provide clear intentions in advance of life’s unexpected turns. These situations leave clients or their families to look to the Courts for a solution, and these disputes are becoming increasingly common and often emotionally charged. The litigation members of our group are experienced in navigating these highly sensitive and complex issues to advocate for our clients’ rights and to assist clients and their families in obtaining certainty regarding a person’s affairs or health care circumstances.

Please click on the following links to see details on how our group assists clients in these areas:

Preservation, Protection and Transition Planning

Trusts, Estates & Incapacity Disputes