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Wealth & Estate Planning
Counsel to families and individuals on planning structures, generational transfers, and charitable objectives.
- Family Wealth Planning
- Estate and Tax Planning
- Charitable Giving
Our Attorneys
Experienced. Collaborative. Client Focused.
Our attorneys bring experience across complementary legal disciplines, allowing clients to address interconnected personal, business, tax, and estate matters with one trusted team.
Individual attorney biographies and photography are drawn from the firm's own materials. This concept presents the firm's disciplines so that profiles can be published exactly as KK&E supplies them.
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Tax
Transactional structuring, exchanges, and representation in examinations and disputes.
- Tax Structuring for Transactions
- Tax-Free Exchanges
- Tax Audits & Litigation
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Fiduciary & Administration
Guidance for trustees, beneficiaries, and families through trust, estate, and probate administration.
- Counsel to Trustees
- Counsel to Beneficiaries
- Probate Administration
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Business & Corporate
Formation, governance, ownership arrangements, and transactions for closely held enterprises.
- Business Formation
- Partnership & Shareholder Agreements
- Mergers & Acquisitions
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Nonprofit & Exempt Organizations
Counsel to private foundations, public charities, and their boards on governance and transactions.
- Private Foundations
- Public Charities
- Nonprofit Governance
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Business Succession
Planning the transition of ownership, management, and control across generations and partners.
- Business Succession Planning
- Business Governance
- Matrimonial Planning
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Responsive Communication
Clear, timely communication throughout the relationship.
Secure Client Support
A client experience designed around confidence and discretion.
