Private Wealth Law

About

Provided by Vorys, Sater, Seymour and Pease LLP

Vorys lawyers provide counsel to individuals, families and fiduciaries on all aspects of the transfer and preservation of wealth. On a regular basis Vorys lawyers draft wills, dynasty trusts, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), marital / QTIP / credit shelter trusts, spousal lifetime access trusts (SLATs), trusts for the benefit of minors, qualified domestic trusts (QDOTs), irrevocable life insurance trusts (ILITs), charitable remainder trusts (CRATs and CRUTs), charitable lead trusts (CLATs and CLUTs), and other trusts with special features. Vorys lawyers regularly create family corporations and effectuate corporate recapitalizations. Additionally, they create private foundations and public charities, and advise regarding laws governing tax-exempt organizations. Firm clients often hold complex asset portfolios including private businesses, real estate, large blocks of publicly traded stocks, airplanes, and other unique assets of significant value; Vorys lawyers assist clients in passing these assets to their heirs in the most efficient means possible by developing unique and customized solutions for each client.  

Vorys’ clients include high net worth individuals, business owners and executives, young families just beginning to plan for the future, individual and corporate fiduciaries, and all types of charitable entities and foundations.