 Since its founding in 1897, BS&K has been committed to helping clients transfer their assets to their families and other beneficiaries in a prudent manner with minimal tax costs. We have met this commitment by offering our clients comprehensive estate planning and administration services which reflect our expertise, experience, and sensitivity to the difficult challenges estate planning and administration present to families.
Our clients range from individuals of modest wealth to those of significant wealth, from younger clients building a career to older clients who have already amassed their wealth, from clients who are professionals or employees of larger entities to those involved in family businesses.
In addition, we represent universities and other charitable and tax-exempt organizations assisting them in the challenges of raising and administering tax deductible charitable gifts.
Times have changed over our firm's existence - taxes have become a more pervasive force; wealth has grown among a broader spectrum of clients; forms of wealth such as retirement benefits and life insurance have taken on new significance; and the use of trusts for broad or specific purposes, often related to taxes, has expanded. However, what has not changed is our commitment to treat each estate plan or administration uniquely according to our client's needs and to provide our attention and skills to ensure optimal results and client satisfaction.
We consider our role to be more one of counselors than of technicians. While we provide our clients with our experience, skills, and technical knowledge to ensure successful results, we do not lose sight of our responsibility to counsel clients with respect to the comprehensive best interests of the clients and their families. We strive for an ongoing relationship with our clients knowing that family needs change and estate plans evolve.
What's New
Information Memo/Article Archive
Click here for an archive of Information Memos and/or articles related to this practice group.
|
