Practice Areas

Estate Planning

We seek to understand our clients’ goals as to how they wish to have their assets pass to their selected beneficiaries. As we understand more about those beneficiaries and the assets involved, our experience allows us to suggest efficient ways to accomplish those goals in life and at death. We take pride in planning that is practical, flexible, and instills confidence in our clients that they have made sound decisions allowing for smooth transitions and protecting their beneficiaries.

Estate and Trust Administration

We counsel personal representatives, executors and trustees in all aspects of fulfilling their fiduciary duty. Our vast practical experience in administration allows us to provide interpretation of testamentary and trust language, anticipate family dynamics issues & potential resolutions, and advise on the vast tax implications – income for individuals & entities, estate, gift, and generation-skipping transfers.

Asset Protection

We can provide steady advice to preserve and protect your wealth. Our experience in the legal and financial services areas provides us with an understanding of the vast array of opportunities available, thus allowing us to provide our clients with the best possible solution customized for their situation.

Business Succession and Corporate Matters

Business owners are often concerned about the transfer of ownership and control of the family business from one generation to the next. We have extensive experience in the analysis of planning alternatives for our business owning clients and design plans with flexibility to keep the business in the family and preserve family harmony. We never fail to consider the impact on a business owner’s cash flow, while we strive to minimize income, gift, estate and generation-skipping taxes for the entire family.

In our estate planning practice we often design strategies limiting control and marketability of certain interests in family businesses, utilizing limited liability companies or reorganizing existing entities to help achieve a tax savings for our clients.

Private Wealth

Individuals and families with complex wealth portfolios that consist of privately held businesses, large holdings in publicly traded companies, real estate for personal or commercial use in multiple jurisdictions, collections, and other specialty assets need sophisticated legal counsel. Our experience in the legal and financial services areas, allows us to provide a unique prospective to our clients. We help them create plans that are legally compliant with a myriad of state, federal, and even international regulations which allow for the management and transfer of those special assets to individual and charitable beneficiaries.

Contact Us

Worrell Sides LLP is open from 9am to 5:30pm. Arrangements can be made for out of office hours deliveries.