Best & Flanagan LLP

Private Wealth Planning

ATTORNEYS

PARALEGALS

GUIDE TO ESTATE PLANNING

PRIVATE WEALTH PLANNING SUBSPECIALTIES

Asset Ownership and Beneficiary Designations

Business Succession

Charitable Remainder and Lead Trusts

Counsel to Personal Representatives, Trustees and Beneficiaries

Estate and Trust Accounting

Estate and Trust Income Tax Returns

Estate and Trust Litigation

Estate Tax Returns

Family Limited Partnerships

Family Trusts

Generation-Skipping Trusts

Gift and Generation-Skipping Transfer Tax Returns

Gift and Wealth Transfer Programs

GRATs

Internal Revenue Service Audits

International Planning

Irrevocable Insurance Trusts

Premarital and Post Marital Agreements

Probate

Retirement Distributions

Trust Administration

Will Contests

Wills and Revocable Trusts

Traditional estate and tax planning and the administration of estates and trusts have been an important part of Best & Flanagan’s practice since 1926. Constantly changing tax laws and the increasingly complicated problems of estate planning and trust and estate administration make sophisticated wealth transfer planning more important than ever. We value our long-standing client relationships and often work with several generations of the same family. We are gratified that we regularly receive referrals from financial advisors, insurance professionals, accountants, other lawyers and our own clients.

Best & Flanagan has always provided broad advice to families and individuals with substantial wealth. We are committed to providing customized approaches to the complex needs of the high net worth client. Estate planning requires a multi-disciplinary approach that considers the needs of the family, sophisticated gift and tax planning, problems unique to family business interests or other special assets and the highly personal requirements of each client. We are familiar with the planning tools available for those with wealth and we value our tradition of efficient and highly personal service.