Wealth Planning

Patrick assists clients with a wide variety of tax and estate planning matters.

Sarah works with clients from varied family and financial backgrounds on estate planning, business succession, and trust and estate administration matters. The foundation of her practice is the strong relationship she forms with her clients. She has the ability to make estate planning techniques easy to understand and difficult or sensitive topics easier to discuss. Her clients trust her for confidentiality as well as sound advice.

Julie’s outstanding track record is built on successful outcomes in legal matters related to estate planning, trust administration, and probate. Clients rely on her sound judgment regarding lifetime planning, as well as the administration and distribution of assets at death.

High-net-worth individuals call on Bill for clear-headed guidance in protecting and preserving their wealth for future generations. Bill works closely with his clients, helping them to develop estate plans and implement strategies that both save taxes and achieve personal objectives. 

Rhett represents clients in regard to the full spectrum of estate and business succession planning. He is a trusted advisor on the following issues including preparation and implementation of estate planning documents, administering trusts and estates, transfer tax planning, asset protection planning and more.

Brad’s practice includes all areas of estate and business succession planning. He serves as a trusted advisor to individuals, families, and companies seeking to cost-effectively structure or transfer businesses. Clients value Brad’s responsiveness, particularly his ability to help them understand complex property and tax law concepts.

Rick Langer is a partner concentrating his practice in the areas of estate planning, estate administration, trusts, and marital property.

Phil has more than 20 years of experience assisting individuals with estate, wealth, and business succession planning and helping businesses with corporate and real estate matters.

As an estate planner, Phil knows that transferring wealth effectively requires the preservation of family relationship. When advising clients and their families, he devotes significant time to communicating with members of each generation. He strives to develop practical plans that carry out his clients’ wishes and minimize taxes, while also providing the flexibility needed to address unforeseen circumstances.

With more than ten years of experience with businesses ranging from a regional accounting firm to a Fortune 500 company, Katie brings a strong and diverse background in financial accounting and tax compliance to her role with Michael Best. Clients benefit from her broad experience in tax, family office, and related services to high net worth families and individuals.