The Wealth Preservation Practice Group is concerned with the specific needs of each client. We provide our clients with individually created estate plans and estate planning documents to assist them in achieving their particular estate planning and personal goals. Our client base includes a diverse array of individuals and entities, including owners of closely-held businesses. We recognize that our clients' needs are distinct and complex. As such, we take the time to learn about their businesses to advise them with regard to tax-savings and business succession measures. Our priority is to make sure that the needs of the client and the client's family are met, to reduce income, estate and other taxes and provide for creditor and other asset protection.

Business Wealth Preservation

  • The continuity and succession of a closely held business
  • Shareholders' and buy-sell agreements
  • Family limited partnerships
  • Documentation for intra-family sales
  • Shareholder disputes
  • Business formation
  • Real Estate transactions

Personal Wealth Preservation

  • Sophisticated estate plans and documents
  • Trusts and Wills
  • Financial Powers of Attorney
  • Health Care Directives and Living Wills
  • Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Generation-Skipping Trusts and Charitable Trusts
  • IRAs and qualified and non-qualified retirement accounts including, designation of beneficiaries
  • Charitable foundations
  • Guardianships and Special Needs Trusts
  • Disposition of court awards and litigation settlements

Trust and Estate Administration

  • Settlement of decedent's estates and administration of Trusts
  • Preparation of accounts and federal and state death and fiduciary income tax returns
  • Representation of banks, trust companies and individuals serving as trustees and executors

News & Events

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Publications

  • How To Create a Successful Succession (PDF)
    Wayne Buckwalter authored an article, "How to Create a Successful Succession" which appeared in the April 2011 issue of Dynamic Business magazine.
  • An Important Family Matter (PDF)
    Wayne Buckwalter authored an article, "An Important Family Matter" which appeared in the January/February issue of Addiction Professional magazine.
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