The Uhl Fitzsimons Estate & Business Planning group advises individuals and families on an array of business, tax and estate planning matters. Our attorneys routinely assist clients in the formation and administration of closely-held businesses, such as limited partnerships, limited liability companies and S corporations. They counsel clients in the areas of probate, trust and guardianship administrations, general taxation matters and the formation and governance of nonprofit and tax-exempt organizations.  Additionally, we advise clients in litigation matters, as well as audits and U.S. Tax Court proceedings.

Our Estate & Business Planning group provides the following services:

  • Preparation and execution of estate plans which meet the needs of family members in all generations;
  • Developing creative and effective techniques to transfer wealth in a tax-efficient manner;
  • Formation and governance of closely held business (including limited liability companies, limited partnerships and S corporations);
  • Advising clients on succession issues in family businesses;
  • Advising clients on asset-protection strategies;
  • Drafting pre-nuptial and post-nuptial agreements, and assisting with community and separate property issues; and
  • Creating charitable organizations, including public charities and private foundations.