Advanced Private Client Services

We understand that high-net-worth individuals have unique financial considerations, intricate family dynamics, and a desire to safeguard their legacies. That's why our tailored estate planning services are designed to meet the distinct needs of our esteemed clients.

Advanced Estate Planning Services 

Estate Tax Mitigation

• Through meticulous planning, we work to minimize estate tax burdens, ensuring more of your wealth passes to your chosen beneficiaries. 

Wealth Preservation

• We employ a range of trust structures and legal instruments to safeguard your wealth, ensuring it remains intact and productive. We help you articulate your values and wishes, guiding you in the creation of a legacy plan that extends beyond your financial assets. 

Asset Protection

• We employ sophisticated strategies to protect your assets, domestic and foreign based, from unforeseen liabilities and minimize exposure to estate taxes. We stand ready to protect, collaborate, and advise.

Strategic Wealth Transfer

• Transferring wealth to heirs and beneficiaries requires careful consideration and planning. Dotzler Law is well-versed in navigating the complexities of wealth transfer for high-net-worth individuals. Our services include succession planning, fiduciary advisement, and philanthropic planning.
• In succession planning, we assist in developing a succession plan for family-owned businesses, ensuring a smooth transition that preserves both the business and family harmony. 
• Through our fiduciary advisement, we help guide fiduciaries on fulfilling their duties and collaborate with a team of professional advisors, including CPAs and investment advisors, to ensure the fulfillment of your wealth transfer goals.
• If philanthropy is a part of your legacy, we help establish charitable foundations and trusts that align with your charitable objectives. 

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