Private Wealth Law

About

Provided by Schneider Smeltz Spieth Bell LLP

TRUSTS and ESTATES

Schneider Smeltz Spieth Bell advises clients in creating various types of trusts to further their estate plan and lifetime giving plan. In this capacity, Schneider Smeltz Spieth Bell collaborates closely with clients to implement arrangements that meet their client’s long-term goals and for their chosen beneficiaries, while maintaining the maximum amount of flexibility in order to accommodate unforeseen changes. The firm emphasizes plans that also provide income tax and transfer tax advantages to maximize the value of the benefit the client confers on their chosen beneficiaries.

Focus Areas

Estate Planning & Wealth Transfer

• Asset Protection Planning
• Business Succession Planning
• Charitable Planning
• Estate, Gift and GST Tax Planning
• Income Tax Planning
• Multi-generational Planning
• Retirement Distribution Planning 

Trust, Estate & Probate Administration

• Counseling Fiduciaries and Beneficiaries
• Family Offices
• Irrevocable Trust Modifications
• Private Foundations
• Tax Return Preparation