Estate Planning & Family Law

Whether you're looking out for the future of your business or the futures of your children and grandchildren, we can help you transfer wealth to your chosen beneficiaries with the least tax and administration costs and provide advice and guidance on federal and state regulations, tax questions and other matters. The attorneys at Dunn & Davison have specific experience in issues related to owners and executives of closely held businesses. We assist in tax planning and advise clients on ways to minimize income, estate, fit and generation-skipping transfer taxes. We can help in:

  • Administering estates
  • Advising family businesses
  • Drafting and analyzing wills, trusts and other estate planning documents
  • Litigating trusts & estates
  • Managing tax aspects of business transactions
  • Managing tax planning for businesses, individuals and fiduciaries
  • Planning business succession
  • Planning for charitable gifts
  • Setting up lifetime giving plans