Holland & Hart helps clients establish and administer sophisticated and tax-efficient estate, trust, and business succession plans.
In the coming decades baby boomers are expected to pass more than $60 trillion in assets to the next generation, resulting in the largest wealth transfer in US history. Our team is built for the long term—we deliver sophisticated counsel to our clients and their families before, during, and after generational wealth transfers.
Holland & Hart’s wealth transfer attorneys help clients develop and maintain customized business succession plans that balance the needs of a diverse range of constituents, from key employees to successive generations of the family not employed by the business.
The experienced team provides guidance on estate, gift, federal, and state income taxes, generation-skipping transfer taxes, and charitable giving options. We also handle a range of ongoing trust and estate administration duties.