Planning your estate is one of the most important steps you can take to preserve and protect your assets, provide for the well-being of your family and ensure their financial security. For those with so much to protect, there are a myriad of considerations and solutions. 

In the United States, planning your estate usually involves creating trusts, planning for their administration, writing a Last Will and Testament and evaluating various insurance products. Additionally, you may want to consider establishing (whether tax advantaged or not) public or private foundations (including charitable foundations) or donor advised funds in the United States to fulfill your philanthropic aspirations. Our attorneys are skilled in a variety of asset preservation techniques and will provide you with the high-level attention and guidance needed to protect future generations. Additionally, Loeb Block advises fiduciaries, including trustees, executors and personal representatives.

For clients outside the United States or those immigrating into the United States, it is important to plan carefully around your U.S. and international investments. As attorneys experienced in pre-immigration planning, international estate and succession planning and global compliance, we can assist international clients as effectively as our U.S. clients. 

We provide personal attention at the highest level to protect your legacy.