Estate, Trusts and Asset Protection

Asset Protection and Planning for Your Future

Lacki & Company is your trusted advisor who knows the legal intricacies of what it takes to safeguard your assets, plan for smooth business succession, and avoid litigation.

Personalized Estate Planning to Protect Your Assets

Our estate planning attorneys design personalized plans to help you minimize the burden of gift and estate taxes while protecting assets from the threat of potential creditors. We handle estate planning, estate administration, trust administration, and asset protection planning. Complex or basic, we have the expertise to tailor our planning services to meet your specific needs and goals. 

Business Succession Planning to Meet Your Needs

Most business owners are so busy managing the day-to-day operations of the company that developing a succession plan or exit strategy gets put off. We meet with you to understand your goals and to develop a plan to help you keep your wealth, protect your family and employees and manage risks. We develop the right plan whether you want to sell or keep the business operating in the event of your disability, retirement or death.

Establishing a method of transferring control of your business is a crucial part of your business plan and estate plan. Our planning will lessen the impact that your exit from the business will have on your employees, your family, your assets and your tax obligations.

We counsel and assist clients on matters involving the use of buy-sell agreements, non-compete agreements, life insurance arrangements, stock options, deferred compensation arrangements, wealth transfer through trusts and other estate and tax planning documents.

Business succession planning is closely related to personal estate planning. The depth of our experience in both areas provides our clients the opportunity to comprehensively prepare for both the exit from their business and the management and transfer of their personal estate.

Strategic Litigation Risk Management for You

We are experienced advisors who guide you through the breadth of business litigation issues from initial planning and strategy to final resolution, and any resulting tax, regulatory or business planning issues. 

Our legal experts advise you on ways to avoid disputes or resolve them before they turn into litigation. If litigation is necessary, we will lead the charge to fight for you using our decades of experience in strategy and in the courtroom.  At Lacki & Company, we solve matters quickly, cost effectively and strategically.

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