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Capabilities / Private Wealth

Private Wealth

Securing the future.

Husch Blackwell’s Private Wealth group offers personalized guidance that helps clients plan for the future and define their legacies. We focus on accomplishing clients’ unique goals using the most effective and tax-advantaged planning methods available. Whether developing a business succession plan or charitable giving strategy, we remain sensitive to the many issues and emotions that often accompany wealth and estate planning.

Our private wealth lawyers provide solutions to clients who range from individuals with moderate-sized estates to high net-worth families and executives of Fortune 500 companies. Additionally, we counsel nonprofit and charitable organizations on tax and regulatory compliance and effective operation.

Our guidance on private wealth law includes:

  • Business succession planning
  • Buy-sell agreements
  • Charitable planning
  • Comprehensive tax and estate planning
  • Estate, gift, and generation-skipping transfer tax mitigation and avoidance
  • Estate planning
  • Generation-skipping trust planning
  • Gift and estate tax return preparation
  • Sophisticated life insurance planning
  • Trust and estate administration
Legal Updates | March 19, 2024
Guide to Reviewing Your Estate Plan
White Papers | December 15, 2023
Corporate Transparency Act Guide

On January 1, 2024, the Corporate Transparency Act (CTA) will go into effect, and if your business is deemed to be a Reporting Company under the CTA, the clock will begin ticking on new federal reporting obligations.

Legal Updates | November 03, 2023
Options for Changing an Irrevocable Trust
Legal Updates | August 04, 2023
Benefits of Succession Planning
Legal Updates | August 04, 2023
Common Business Succession Planning Strategies
Articles | May 09, 2023
Key Benefits of Revocable Trusts and Other Will Substitutes

While a will is an essential part of every estate plan, nearly everyone—regardless of net worth—can benefit from utilizing a revocable trust and other will substitutes.

Legal Updates | March 24, 2023
Exploring Trust Account Exposure to Bank Failure
Legal Updates | February 14, 2023
Common Gift Tax Return Mistakes and Ways to Avoid Them
Legal Updates | December 06, 2022
Estate Planning Solutions for Year-End 2022 and Beyond
Legal Updates | September 16, 2022
The IRS is Expected to Adjust Certain 2023 Exclusions and Exemptions for Inflation

The gift tax annual exclusion and the estate and gift tax exemption amounts are expected to increase due to inflation in 2023.

White Papers | April 29, 2020
Advanced Estate Planning Solutions: Responding to COVID-19

How to leverage powerful estate planning tools during a time of crisis. 

Legal Updates | April 27, 2020
Five Action Items for Trustees in Turbulent Times
Speaking Engagements | March 17, 2022
Speaker, "Strategies for 2022 and Beyond," Tiger 21 (Miami)
Media Mentions | January 09, 2023
AzBusiness: Top 100 Lawyers in Arizona for 2023
Media Mentions | January 23, 2022
BizTimes: Notable Women in Law: Jennifer Olk
News Releases | December 06, 2021
Husch Blackwell Elects 36 to 2022 Partnership Class
Media Mentions | June/July 2020
MKE Lifestyle: The Current State of Estate Planning