As a firm focused on innovation and technology, it’s no surprise that Munck Wilson Mandala clients have relied on us for legal advice on estate planning and succession planning options. We have worked with individuals from diverse business backgrounds, including family-owned businesses, entrepreneurs, startups, and middle market corporations. Our team customizes each client’s needs, analyzing assets and family dynamics to create a personalized succession and/or estate plan in collaboration with the client’s tax advisors. We help our clients explore their options and we are available to assist them with the tough business decisions required to develop a sound plan with thoughtful tax consideration.

We have worked with individuals and families having diverse investment and business interests (including middle market companies, family-owned businesses, startups, and entrepreneurs) to protect their assets, tangibles, and intangibles. Our team has a broad array of skills to meet each client’s needs in creating business succession and estate plans in cooperation with the client’s tax and wealth advisors. Our experience with company formations, equity structures, corporate and investment transactions, IP rights, real estate interests, and other legal issues enables us to identify and address the various issues that impact estate and succession planning.