Estate Planning and Administration
Peetz Koerwitz & Lafleur’s Estate and Trust Planning and Administration Practice Group has a reputation for providing high-quality, cost-efficient services in all aspects of estate and trust planning and administration, including business succession planning. We provide the personal attention needed to develop a detailed plan for the orderly and efficient transfer of each of our client’s assets while striving to minimize potential taxes and administration expenses. Our clients range from individuals and families of moderate wealth to those of substantial wealth and include a range of business owners, from small, closely-held companies to large companies operating in a variety of industries. Although our primary focus is a traditional estate and trust practice, we provide business advice, real estate transactional advice, and work in fiduciary litigation as well.