Private Client

The Firm’s Private Client attorneys work with individuals and families on a highly personal and customized basis to provide the following services:

  • Advice to high net worth (HNW) and ultra high net worth (UHNW) individuals and families regarding the creation, structure, and operation of revocable and multi-generational trusts, family-owned and closely-held business entities, charitable entities (including split-interest charitable trusts, private foundations, private operating foundations, donor-advised funds, etc.), and family office structures
  • Advice to clients regarding the structure of gifts, sales, and other advanced planning techniques (e.g., GRATs, CLATs/CRUTs, sales to grantor trusts, QPRTs, net gifts, leveraged transfers, etc.) to minimize gift, estate, generation-skipping transfer (GST), and income taxes
  • Advice to clients regarding the use of life insurance in multi-generational tax planning and business planning
  • Advice to clients with respect to family business succession planning, including the implementation of redemption and cross-purchase buy/sell agreements
  • Administration of decedents’ estates, including probate matters, asset transfers, and post-mortem estate planning (e.g., disclaimers)
  • Advice to clients with international planning matters and the interpretation of international tax treaties
  • Trustee selection, trustee counsel, and beneficiary counsel
  • Trust and estate litigation
  • Marital planning, including marital and cohabitation agreements
  • Representation before the IRS with respect to gift, estate, and income tax audits, appeals, and litigation

 

Private Client Attorneys

Primary Contact

Additional Contacts

Our Location

1801 California Street, Suite 3400
Denver, Colorado 80202
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Email: info@williamsweese.com
Phone 303.861.2828
Fax 303.861.4017