Sophisticated Estate Planning Strategies For Larger Estates

A simple will and beneficiary designations are sufficient for some people to pass along their assets. But some estates require purposeful planning and novel solutions to protect family wealth and assure an orderly and efficient transfer to the next generation.

Dayton attorneys Mike Conway and Corrie Brock are highly equipped to customize those solutions for large and complex estates. With 50 years of focused experience, we have assisted many high net worth individuals and families in Dayton, in the Miami Valley and statewide.

Complex Estates Require A Different Toolbox

We have has helped thousands of clients create comprehensive estate plans, including wills, powers of attorney and living wills. Depending on your asset base, you may need more advanced strategies. Mike is well-versed in complex assets and scenarios, such as:

• High-end homes and vacation properties
• Business succession and business valuation
• Treasury notes and treasury bonds
• Corporate and municipal bonds
• Stocks and deferred compensation (stock options)
• Art, jewelry and valuables

We can help you choose the appropriate vehicles and methods, which might involve both revocable and irrevocable trusts, spendthrift trusts to control inheritance, charitable trusts to endow your favorite causes, annual gifting allowances and asset protection strategies.

Work With A Certified Estate Planning Specialist

You are invited to a complimentary consultation. Mike Conway and Corrie Brock will personally meet with you and customize your estate plan. Whether you have built significant wealth or recently inherited, we can guide you to the right solutions for your portfolio. Call his Dayton office at 937-294-8807 or use the online contact form to arrange a convenient time.