October 20, 2021

Volume XI, Number 293


Wealth Preservation Practice Group

In our counsel to high net worth individuals, fiduciaries, financial institutions and charities, Winstead attorneys develop, implement and defend innovative and comprehensive planning strategies to address clients' wealth transfer and asset protection objectives in a tax efficient manner.  Several of our attorneys are focused on defense of clients in IRS audits and representation of individual and entity fiduciaries in matters related to estates and trusts.

With a particular focus on representing the super affluent, Winstead's Wealth Preservation Practice Group counsels closely held business owners, investors, executives of publicly traded companies and their families in all aspects of wealth preservation, protection and transfer, and related litigation matters.  Our practice experience and background includes:

  • Estate Planning

  • Business Succession Planning

  • Buy/Sell Agreements, Transfer Restrictions and Rights of First Refusal

  • Asset Protection Planning

  • Emerging Business Planning

  • Executive Planning

  • Marital Property Planning

  • IRS Controversy

  • Transfer Tax Litigation

  • Probate, Trust and Estate Administration

  • Probate, Trust and Estate Litigation

  • Tax Options and Stock Planning

  • Charitable Planning

  • Cross-Border Planning


Articles in the National Law Review database by Wealth Preservation Practice Group