Wealth Preservation, Estate Planning and Estate Administration

Nowhere is it more important to have a great lawyer than when it comes to developing a plan to preserve a family’s wealth for the next generation in a way that allows them to responsibly appreciate its benefits.

Good estate planning lawyers listen carefully to what their clients tell them. Great estate planning lawyers listen equally to what their clients don’t tell them.

At Kaplan Saunders Valente & Beninati, our estate planners are widely respected as great estate planners, known for their ability to sense what a client isn’t talking about . . . whether it’s because some things just don’t seem important, or because some issues are too sensitive to discuss. We do not limit our goals to merely saving taxes, but rather see our role as helping a family transfer its wealth in a manner designed to help the next generation preserve the family’s values.

We help families adopt practices and processes designed to ensure that their businesses and relationships survive the disruption caused by the transfer of assets and business to younger generations -- whether that disruption is caused by grief, lack of preparation, or inter-family conflicts.

We represent the broadest range of individuals, from those with assets of hundreds of millions of dollars to those with modest means. Our clients include single and previously-married individuals, unmarried couples, married couples, gay and lesbian couples, and those with blended families. We pride ourselves on representing multiple generations of the same family, whose grandchildren and grandparents are equally comfortable with our attorneys.

Focus Areas

  • Preparation of wills and trusts
  • Preparation of powers of attorney
  • Estate Tax Planning
  • Family Offices and Meetings
  • Family Banks
  • Family Business succession planning
  • Stakeholder Training
  • Guardianships for elderly or disabled individuals
  • Living Wills and Powers of Attorney for health care and property
  • Probate and trust administration and litigation