Private Client

Practice Contacts

Private Client

Planning for the future and safeguarding your assets involves deeply personal decisions. At Taft, we understand the sensitivity of these matters and offer comprehensive services tailored to your needs, ensuring peace of mind throughout the planning process. Questions often surface, such as:

“How can I protect my assets for my loved ones?”

“How can I secure the best future for my family?”

“How can I pass on my assets to my loved ones during my lifetime?”

“How can I ensure that my assets go to the people and charities I care about?”

At Taft, we prioritize building lifelong relationships with our clients, offering personalized guidance and unwavering support from generation to generation. With our client-first and family-first approach, you can trust us to navigate the complexities of private client matters with care and expertise, ensuring your intentions are honored both during your lifetime and beyond.

Our services include:

Estate Planning
The Estate Planning practice group at Taft provides personalized assistance to clients in transferring their property to family and charities during life and at death. Taft attorneys address tax and non-tax issues, including business succession planning and special needs planning. The team offers expertise in estate, gift, generation-skipping transfer tax, income tax issues, asset protection, disability planning, and life insurance coordination. Services include drafting legal documents including Wills, Trusts, and Powers of Attorney, as well as the specialized areas of fiduciary compliance and estate and trust administration. With a focus on clear communication, technical skill, and community involvement, the team aims to provide comprehensive and superior service to clients. Learn more about our Estate Planning practice group here.

Business Succession Planning
Effective business succession planning at Taft involves counseling closely-held business owners in establishing organizational structures to meet current and long-term needs. This planning includes selecting advantageous entity structures, designing plans to maintain control and ensure smooth transitions, and implementing comprehensive estate plans to minimize tax exposure. Services cover preparing legal documents, analyzing liquidity needs, incorporating charitable planning, and addressing key employee retention. Taft’s approach aims to balance diverse interests, resolve conflicts, and protect business interests and family wealth through various legal tools. Learn more about our Business Succession Planning practice group here.

Probate and Trust Administration
Taft’s Probate and Trust Administration practice assists executors and trustees in navigating the complexities of estate and trust administration. Taft attorneys handle court filings, tax matters, creditor issues, and asset distribution to ensure the deceased’s intentions are carried out. The team guides clients through probate steps, asset valuation, tax implications, trustee responsibilities, and drafting necessary documents in preparing tax returns. Additionally, Taft attorneys provide advice on tax-saving techniques and trust administration, all while maintaining sensitivity to clients’ personal and financial circumstances. Learn more about our Probate and Trust Administration practice group here.

Wealth Transfer Litigation
Taft’s Wealth Transfer Litigation practice merges seasoned litigators with tax, estates, and trusts practitioners to handle disputes related to estate, trust, tax and fiduciary matters. Services include defending executors and trustees; challenging wills and trusts; guardianship matters; trust construction actions, tax litigation; and more. The team represents various parties, including fiduciaries, beneficiaries, creditors, and charities. Recognized for excellence, Taft attorneys actively contribute to shaping legislation and industry trends. Learn more about our Wealth Transfer Litigation practice group here.

Personal Tax Planning
Attorneys in Taft’s Personal Tax practice provide comprehensive tax advice and services to individual and small business clients. This work includes tax planning, return preparation, audit representation, and IRS inquiries. Taft attorneys offer expertise in various tax matters including deductions, transaction timing, business entity structures, tax reporting. The Taft team has extensive experience in tax planning, audits, and appeals on both the federal and state levels. Learn more about our Personal Tax Planning practice group here.

Family Office Practice
Taft’s private client attorneys serve major family office clients, including founders and descendants of significant companies. The team handles real estate investments, private equity, trust administration, and personal matters for family members, to name a few. Services also extend to managing financial and personal business, resolving trust disputes, and addressing family-related concerns. Learn more about our Family Office Practice here.