Estate Planning & Administration

Sherman & Howard's wealth transfer and tax planning attorneys work closely with each client to develop a complete understanding of the client's goals and priorities, the dynamics of the client's family, the client's charitable interests, and the legacy that the client wants to secure. In light of this understanding, we provide estate planning recommendations that minimize transfer taxes, counsel clients regarding the interplay between their financial situation and these recommendations, and prepare the documentation necessary to implement the recommendations. As a corollary to the estate planning process, we provide counsel to surviving spouses and surviving children relating to administration of estates, transition of property to beneficiaries, and (with the assistance of family financial advisors) structures for diversification of portfolios to fit the intended disposition.