Estate Planning & Wealth Preservation

To help you meet your personal and financial objectives, Carruthers & Roth has a well-respected team of attorneys board-certified in estate planning and probate law. We provide counsel on the use of trusts and other devices during your lifetime and at your death to transfer assets and minimize both federal and state taxes. Our clients include high net-worth individuals, families, senior executives of public companies, and owners of closely-held businesses.

We have significant experience in helping families transfer business ownership and management from one generation to the next – helping you navigate the legal and tax implications and the sometimes complex interpersonal dynamics of the transition. Our goal is to help you sustain the viability of the business and preserve family harmony.

Collaboration is our hallmark. In addition to working directly with individuals and business owners, our Estate Planning team is a trusted partner to CPAs, investment advisors and other professionals. We also routinely draw expertise from other members of our own internal team experienced in Corporate & Business law, Employee Benefits, Intellectual Property, Tax and other practice areas.

  • Our Experience
  • Asset protection planning
  • Charitable trusts
  • Estate and trust administration
  • Estate litigation, including will caveats, spousal dissents and fiduciary proceedings
  • Evaluation of tax consequences of financial plans, insurance policies and investments
  • Federal and state returns for fiduciary income, estate and inheritance taxes
  • Generational transfer of business ownership and management
  • Guardianships and plans for the care for children or family members with special needs
  • Inventories and accountings
  • Personal tax planning strategies
  • Planning for and obtaining medical assistance under government benefit programs
  • Post-mortem tax planning
  • Qualification of personal representatives and trustees
  • Wills, trusts, powers of attorney and advance health directives