Wealth Preservation Planning for Families Like Yours

In today's economy, wealth preservation planning is not only a necessity for Fortune 500 Companies and financial institutions, but also for families and individuals. That is why our attorneys work diligently to formulate and implement detailed and tax efficient estate plans to meet the wealth transfer and asset protection needs of our clients and their families. This often involves counseling clients regarding closely held businesses, special needs trusts, planning for potential long-term health care needs, business succession planning, emerging business planning, marital property planning, charitable planning, transfer tax and asset protection planning.

At Kokensparger & Ryan, our expertise extends well beyond the knowledge and skills of our attorneys. For times when an issue requires collateral expertise, we have a full roster of consultants who we frequently work with in such areas as forensic accounting, business appraisal, commercial and residential real estate appraisal, vocational evaluation, corporate securities, tax litigation, executive compensation, finance, and retirement valuation.

We also recognize that financially astute clients often have established relationships with financial advisers, insurance agents, accountants, and other trusted advisors, and we welcome the opportunity to consult and collaborate with them in achieving our client's goals.

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