PROTECTING FAMILY ASSETS

Private Clients

Pepper Hamilton assists high-net-worth individuals, family and closely held businesses, and other private clients with all their business and personal legal needs. Pepper’s private clients group counsels private clients on business and succession planning, wealth transfer, asset protection, and philanthropic giving, in addition to traditional estate planning, estate administration and estate litigation services.

The attorneys in Pepper’s private clients group devote their full-time practice to serving individuals and closely held businesses and have decades of experience in developing creative solutions to meet private clients’ needs in an ever-changing system of income tax, estate and gift tax, generation-skipping transfer tax, and probate laws. Our private clients group draws on attorneys throughout Pepper Hamilton’s practice areas, including our nationally ranked Tax and Corporate and Securities practices, to provide comprehensive guidance to private clients.

Our private client services include:

Estate and Tax Planning

Our private client attorneys take a holistic approach to estate planning, analyzing the client’s individual, family and business needs to develop a comprehensive estate plan that preserves and grows family wealth and minimizes tax consequences.

Working closely with our private clients, we consider lifetime and testamentary gift programs, develop business succession plans that are tailored to each family’s needs, assist in philanthropic planning, and provide other personalized solutions for our private clients.

Estate and Trust Administration

Pepper Hamilton’s creative and proactive approach to helping our private clients does not stop at death. Pepper attorneys also counsel families after death with creativity and compassion. We handle complex estates and complex family matters with a caring approach and offer creative solutions. We advise executors and trustees on all phases of administration, including representation before courts and taxing authorities as well as counseling on the numerous other aspects of fiduciary law.

Closely Held Businesses and Succession Planning

Pepper’s services for private clients go beyond protecting the assets of one individual and extend to maximizing the value of our clients’ closely held and family businesses. Similar to our services for an individual’s estate, we work hand in hand with our private clients to analyze their current business and their goals for the future.

We work with private clients to develop creative succession plans for their diverse businesses — ranging from family enterprises that they will pass to their children to considering other options, such as the sale of a business to existing owners or employees or to independent third parties. Our goal is to find creative solutions that will maximize the value of the business to the family and protect family members in the business as well as family members outside the business.

Litigation

In addition to our planning and administration services, Pepper’s private clients group represents clients in family disputes and other estate and trust litigation. We represent executors, trustees and beneficiaries in will contests and document interpretation issues, and advise on all phases of estate and trust litigation.

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