A Manhattan Attorney For Cohesive, Practical Lifetime Transfer Strategies

Successful individuals and families must plan effectively to transfer wealth to future generations. How high-value assets are held, structured and ultimately passed on not only has a major impact on estate taxes, but proper planning can help preserve family harmony, establish fair expectations and even ensure the continued viability of a family business. It is essential for heading off complications and controversy at the time of settlement.

Too often, people wait until their age or a severe health condition makes it imperative to take a hard look at wealth control and business succession plans. Attorney Ronald S. Pohl is adept at stepping in with analysis and strategic recommendations. He often presents a range of planning options, enabling many clients to rest easier and know that their wishes will be fulfilled to their satisfaction.

Addressing Tax Benefits, Timing And Risks — With Real Knowledge Of Who You Are And What You Care About

Clients who work with us at the Pohl Law Group receive personally attentive, full-spectrum estate planning counsel. Mr. Pohl’s approach as a lawyer and counselor is forthright yet compassionate; he consistently offers honest, clear advice and solutions informed by his knowledge of each client’s goals and family-related concerns. Together, we can effectively address:

  • Whether, given current estate tax exemptions, gifting allowances and other factors, you should begin annual gifting to family members
  • What plans, agreements and other documents must be prepared to ensure orderly succession of your limited liability company, professional practice or other business interests
  • Other hopes and dreams you may have for your legacy, often involving charitable giving in some form

The decision to begin dispersing the value of your estate is a complex one that must be properly timed and orchestrated. Prioritizing your personal interests alongside financial ones every step of the way, we have the skills to help you make confident decisions. To request a consultation on lifetime transfer strategies or other concerns related to your wealth or business, reach out to our firm in Manhattan by telephone or email.