Estate, Trust and Wealth Planning


Estate, trust and wealth planning can be difficult for any family, both legally and emotionally. Let our experienced attorneys help you and your loved ones through the journey.

Crain Caton & James’ Estate, Trust and Wealth Planning group offers extensive experience in all areas of estate and trust planning. We frequently advise clients in both structuring asset ownership and assuring an effective and trouble-free transfer of wealth upon death or disability, while seeking to minimize income, gift, estate, and generation-skipping transfer taxes.

Our lawyers routinely prepare wills and trusts of all degrees of complexity, family limited partnerships, limited liability companies, medical and financial powers of attorneys, directives to physicians, designations of guardians and other planning documents, assuring that these documents are properly executed and easily retrievable.

Our attorneys closely monitor state and federal law changes to ensure that each document reflects all changes in the applicable substantive and tax law. We work closely with a client’s accountants and financial planners to devise and execute a tailor-made estate plan.

In addition to traditional wealth planning, our attorneys are experienced in preparing pre- and post-nuptial agreements. We also recognize the need for business succession planning for clients that own closely held entities. Our attorneys have assisted clients in a variety of industries in preparing dynamic and flexible business succession plans. These plans typically include an exit strategy which provides the owner with liquidity, business continuity for employees and customers, and financial security for the owner’s family members.

We also actively assist clients with trust and estate administrations, guardianships, will contests, fiduciary liability actions and other litigation relating to the estate, probate and guardianship area.