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.
Winstead's Wealth Preservation Practice Group experience and background includes:
Business Succession Planning
Buy/Sell Agreements, Transfer Restrictions and Rights of First Refusal
Asset Protection Planning
Emerging Business Planning
Marital Property Planning
Transfer Tax Litigation
Probate, Trust and Estate Administration
Probate, Trust and Estate Litigation
Tax Options and Stock Planning
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