In business transition, estate planning and succession planning are two sides of the same coin.
DSBL works to ensure personal and business affairs are planned efficiently and advantageously.
Tax-planned trusts and wills are some of the tools used to meet personal objectives and minimize negative tax consequences, including the reduction of probate taxes.
Our specialized services are accustomed to addressing complex business situations often associated with personal wealth transfer and business succession. These services help prepare clients planning for aging, illness, incapacity, and death.
When required, we represent and advise estate trustees, beneficiaries, heirs, surviving spouses, and other family members. In the event of disputes in the administration of an estate, we assist in the resolution, whether by facilitating or mediating disputes or providing litigation support.