We craft sophisticated, personalized plans for generational success
SATC is a leader in providing sophisticated, individualized estate planning for individuals and succession planning for businesses concerned about their legacy. We pride ourselves on treating our clients like family and providing value-added service at every step.
We understand that each client has a different definition of success. We take the time to understand what each individual and business has accomplished as well as their long-term goals and future plans. From this, we develop a comprehensive, personalized plan to ensure maximum value is extracted and passed to future generations.
Should contentious issues arise within families, we are skilled at navigating and finding resolution to the deep-seated complexities of each issue. We regularly guide clients through arbitration and mediation to avoid costly litigation, however we are experienced probate litigators who will fiercely advocate for our clients in the courtroom.
Our services include:
- Wills and trusts
- Estate planning
- Will and Trust administration
- Personal and business succession planning
- Generation-skipping tax planning
- Insurance trusts
- Charitable trusts
- Will contests and trust litigation
- Financial review and analysis
- Powers of attorney for property and healthcare
- Premarital and post marital agreements
- Tax planning during life and postmortem
- Buy-Sell agreements for businesses