Munck Wilson Mandala

Trusts & Estates

  • Experience in Trusts, Estate Planning, and Probate: Munck Wilson Mandala has a team of highly experienced legal advisors who guide clients through the legal issues related to trusts, estate planning, and probate matters, working in collaboration with our clients’ tax and financial advisors. We draft wills, trusts, powers of attorney, other estate-related documents, and handle probate matters.
  • Asset Protection and Business Succession Planning: Our firm has a deep bench and extensive experience in protecting assets, including defending our clients’ interests in transactions and, where necessary, in litigation matters. Clients (and their tax and financial advisors) look to us for legal services as to their estate planning and business succession options.

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.