Complex Planning

Complex Estate Planning

Over Two Decades of Estate Planning Experience

Are you an individual with a significant amount of property, assets or wealth? Are you a business owner, or do you have a blended family? While estate planning is essential for asset protection and ensuring that your assets and property are distributed according to your wishes, the thought of creating a sound and legally enforceable estate plan can be overwhelming when your situation is more complex than the average person's. When you have a significant amount of assets, or a unique situation, you will require a unique estate plan, and The Law Office of Steven R. Owens, P.C. can simplify this process and carefully establish an estate plan that ensures that your goals will be met, both for your hard-earned assets and property, and for your loved ones.

We have over 20 years of experience helping clients with the intricate process of complex estate planning, and often help business owners, those with family businesses, as well as blended families with their unique estate planning needs. We can assist by preparing custom premarital agreements, family limited partnerships, special needs planning, business planning, guardianships, charitable planning and any other type of planning documents. We have extensive experience assisting clients with large families, blended families, family businesses and many others who require unique or complex estate planning strategies.

If you own a business, we can provide you with the business succession strategies needed to preserve the value of your business and transfer management or ownership when the time is right. In addition, successful business owners and executives frequently require more complex estate plans in order to protect themselves and their loved ones from taxation or excessive probate fees. When you've worked long and hard over the years to grow a business or sizeable estate, it's important that you take every measure to protect your assets when you're gone.

Contact The Law Office of Steven R. Owens, P.C. Today!

If you have a significant amount of property, wealth or assets, or a unique situation, you're going to need a competent estate planning attorney by your side working diligently to preserve and maximize your estate, while minimizing the tax consequences upon your beneficiaries.

With large estates we utilize a variety of tools when creating complex estate plans, some of which include: custom revocable trusts, insurance trusts, specialized irrevocable trusts, private foundations, business succession planning, multi-generational planning, charitable trusts, and asset protection trusts, and more. We always ensure that the tool we use provides maximum benefit and protection to your children, grandchildren and other loved ones.

You've worked hard all your whole life to accumulate wealth; with our help you can make wise choices that will work, and we can guide you through every step of the planning process. Contact the estate planning attorney from our firm today at (303) 536-5579!

  • Special Needs Planning
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  • A More Joyous Process
    Our unique process avoids the stress of typical estate planning
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    Find out how easy it is to create your own meaningful legacy!