Estate, Trust and Succession Planning
Preserving wealth within and between generations.
Preserving wealth within and between generations.
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.
Estate and Succession Planning
Estate Administration Process
Death Tax Return Challenges
Our team of estate planning professionals have a history of success in representing clients before the taxing authorities in the event of a death tax return challenge.
Curious about the origin of the estate tax? Learn more in our History of the Estate Tax Infographic.
Schneider Downs & Co., Inc. is not a law firm and does not provide legal services. In furtherance of the estate planning services provided, it may be necessary to retain legal counsel.
Tax and legacy planning services are offered through Schneider Downs & Co., Inc. Investment and asset management services are provided through Schneider Downs Wealth Management Advisors, LP. Each service may require you to sign a separate engagement agreement that will outline the services to be provided and the respective fees.
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