CLIENT-CENTERED LEGACY PLANNING

Why Choose Us?

Our attorneys set the standard for business owners and families planning for or facing complex transitions.

We lead with a comprehensive advisory approach, navigating the critical conversations and delivering trusted legal advice to facilitate wise planning and successful transitions.

Experienced in complexity

When it comes to business succession and high net worth families, Legacy Law has the experience to provide you with not just comfort, but confidence.

Prepared for what's Next

We operate in a dynamic, changing legislative landscape, and our team is astute in preparing for the best and the worst of changing tax and estate laws.

Attentive to family dynamic

Family succession and gifting can be fraught with difficulty. With gentle but firm guidance, we help your family develop transparency and clarity in how you plan for the future and steward your resources.

Focused on your values

We help families align their resources, wealth, and business succession with their values.