Estate, Trust and Succession Planning

Estate planning is an ongoing and complex process that requires expertise and coordination. Schneider Downs is uniquely positioned with a diverse team of credentialed professionals, including CPAs, CFPs, LLMs, MBAs, JDs, and non-practicing attorneys who are committed to comprehensive service. From business entity succession planning to estate administration, Schneider Downs professionals can synthesize the most complex financial situations to develop an effective, customized, tax-efficient estate and succession plan.