WEALTH MANAGEMENT

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Haysbert | Moultrie LLP advises its clients on methods of accumulating, managing, and preserving wealth, as well as on its tax-efficient disposition during life and upon death. Our lawyers have substantial experience planning for family businesses, private companies that may be acquired or go public, and individuals and families with substantial wealth, handling personal matters effectively and discreetly. Moreover, our firm serves the needs of not only established individuals and families, but also younger entrepreneurs, executives, athletes, entertainers, and professionals who are planning their affairs in anticipation of future success.

 

The law of estates and trusts governs the use of certain types of instruments, such as wills, living trusts, or charitable trusts, to provide for an orderly distribution of the assets and payment of any debts or liabilities of the estate. Lawyers who work in estate planning work closely with their clients, often over a period of many years, and tend to know a great deal about their clients' financial matters and family relationships. The estate lawyer often becomes a true family counselor, helping the client protect their assets and work through both financial and personal issues.

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Our law firm serves clients who seek to transfer assets efficiently to their chosen beneficiaries. We listen to our clients to understand who their beneficiaries are and how their property should pass to such beneficiaries during life and at death. We help high-net worth individuals provide for the incapacity or special needs of family members, implement ownership succession transfers, and make appropriate decisions relating to premarital agreements and marital dissolution planning. We also advise executors and trustees with respect to the administration of estates and trusts and guide them in all aspects of fulfilling their fiduciary responsibilities, including the taxation of estates and trusts, gifts and generation-skipping transfers, among other issues.

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Our Practice Areas:

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ESTATE PLANNING & ASSET PROTECTION

 

BUSINESS SUCCESSION & RETIREMENT PLANNING

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WILLS & PROBATE

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TRUST ESTABLISHMENT & ADMINISTRATION​

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GIFTS & DONATIONS

 

DOMESTIC RELATIO NS PLANNING & COUNSELING​

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PRIVATE FOUNDATIONS & CHARITABLE PLANNING​​

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