Wealth/Tax Planning and Administration

FMGR’s Private Wealth management team offers personalized guidance that helps clients plan for the future and define their legacies. We focus on accomplishing clients’ unique goals using the most effective and tax-advantaged planning methods available. Whether developing a business succession plan or charitable giving strategy, we remain sensitive to the many issues and emotions that often accompany wealth and estate planning. Additionally, we counsel nonprofit and charitable organizations on tax and regulatory compliance and effective operation. Our guidance on private wealth law includes:
  • Business succession planning;
  • Buy-sell agreements;
  • Charitable planning;
  • Comprehensive tax and estate planning;
  • Estate, gift and generation-skipping transfer tax mitigation and avoidance;
  • Generation-skipping trust planning;
  • Gift and estate tax return preparation;
  • Sophisticated life insurance planning;
  • Trust and estate administration.

The experienced legal professionals at FMGR help our clients and provide them with confidence and peace of mind when it comes to wealth management and taxes. Please contact us at Feirich/Mager/Green/Ryan for more information.

We work with individuals and businesses to provide advice for developments, subdivisions, and other land use and planning activities. Often, we will work with clients to secure zoning and other governmental approvals. We are experienced in participating in like kind exchanges and matters as simple as driveway easements, or as complicated as environmental assessment. FMGR attorneys practicing in this area are committed to accuracy and client protection, all the while getting the deal completed.

Wealth Management and Taxes Attorneys

Bentley J. Bender

Lyndon G. Willms