Whether you are an individual, business executive or wealthy family, Clingen Callow & McLean, LLC has the experience you need to develop your estate plans. Our experienced attorneys can design plans to reduce potential tax burdens within the context of your overall estate-planning objectives. We use sophisticated planning vehicles tailored to each client, including credit shelter trusts, QTIP and other marital trusts, irrevocable insurance trusts, dynasty trusts, charitable trusts and foundations, special needs trusts, minor’s trusts, family-limited partnerships, limited liability companies, and private charitable foundations.
Our estate planning attorneys will assist you in planning for your unique personal and financial situation, whether you need:
With business executives in public companies, employee benefits often are at the core of an executive's wealth. If this describes you, we will work with you to develop an estate plan for stock options, employee stock ownership plans (ESOPs), retirement benefits, compensation plans, restricted stock and fringe benefits, and compliance with relevant securities laws.
Whatever your estate objectives, we can design a plan to achieve them.