Wealth Planning

Joseph focuses his law practice in the area of wealth planning for businesses, organizations, and individuals. He counsels clients on matters involving wills, trusts, estates, powers of attorney, and marital property agreements. Joseph also assists clients with tax planning, business succession planning, charitable planning, and other related considerations.

Julie’s outstanding track record is built on successful outcomes in legal matters related to estate planning, trust administration, and probate. Clients rely on her sound judgment regarding lifetime planning, as well as the administration and distribution of assets at death.

Mark’s practice is focused on representing individuals in wealth planning and administration, including the preparation of trusts, wills, powers of attorney, and charitable planning. Mark also collaborates with the firm’s corporate attorneys to advise business owners and executives on business succession planning, and other matters related to the protection of their assets. He works closely with each client to understand their goals and needs on an individual level and develops tailored solutions that achieve those objectives. Mark’s clients rely on his ability to successfully navigate complex family and financial situations and reach practical and effective solutions.

Luke is a trusted advisor to clients seeking to preserve and grow their assets while planning for the future.

Brad’s practice includes all areas of estate and business succession planning. He serves as a trusted advisor to individuals, families, and companies seeking to cost-effectively structure or transfer businesses. Clients value Brad’s responsiveness, particularly his ability to help them understand complex property and tax law concepts.

Phil has more than 20 years of experience assisting individuals with estate, wealth, and business succession planning and helping businesses with corporate and real estate matters.

As an estate planner, Phil knows that transferring wealth effectively requires the preservation of family relationship. When advising clients and their families, he devotes significant time to communicating with members of each generation. He strives to develop practical plans that carry out his clients’ wishes and minimize taxes, while also providing the flexibility needed to address unforeseen circumstances.

As a Paralegal with Michael Best, Amy assists the firm’s attorneys and clients with a range of business and transactional legal matters. She focuses primarily on corporate and governance issues for both start-ups and established companies, including nonprofit organizations, as well as wealth planning and estate administration matters.

Virginia is an estate planning and business law attorney. She helps clients establish estate plans that efficiently transfer wealth to the next generation, including the preparation of wills, trusts, and powers of attorney. She also advises and guides executors, trustees, and beneficiaries through the estate administration process. In her corporate practice, Virginia advises companies, nonprofits, and start-ups through all stages of their lifecycles, including entity formation and dissolution, contract review and drafting, and corporate acquisitions, sales, and financing.