Experienced Attorneys for Tax and Wealth Management

For high net worth individuals and families, more sophisticated work is needed beyond just wills, revocable trusts and powers of attorney to protect assets and limit tax liabilities. The tax and estate planning attorneys at Herzog Crebs LLP are experienced in addressing your concerns and will help you achieve your desired agenda for the future disposition of your current and projected assets. We will meet with you to fully understand your life circumstances and will use sophisticated techniques and strategies to understand and accomplish your goals, protect your assets and limit your taxes so as to maximize your wealth.

Our estate tax planning attorneys will work closely with professionals in the accounting, banking, trust and financial services fields to help you manage and preserve your wealth. The tax and estate planning attorneys at Herzog Crebs maintain up-to-date skills in the area of federal tax law and state probate and trust law, which are ever-changing. Our services include:

  • Estate planning, including preparing wills and trusts
  • Closely held business management advice and succession planning
  • Estate, gift, generation-skipping and income tax advice and planning
  • Charitable foundations and trusts
  • Marital agreements
  • Retirement benefit planning
  • International estate planning

Contact one of the following attorneys to arrange a consultation:

A Fuller Glaser Jr., Ann B. Stephens, Carrie F. Keller, Meredith P. Murphy, Christian J. Bowling