Estate and Tax Planning

We focus on

Sophisticated estate and tax planning, offering a full range of services including wills, trusts, powers of attorney, and healthcare directives.

Riggs Davie offers comprehensive legal services to individuals and families in estate planning matters, including preparation of wills, trusts, powers of attorney, and health care directives, and advice on related issues involving taxes, asset protection, and other unique circumstances. In addition, we regularly serve as legal counsel to executors, trustees, and individual beneficiaries in estate and trust administration matters.

Recently Represented

Wealthy families with taxable estates in excess of the estate tax exclusion amount with estate planning consisting of Wills, Trusts, Powers of Attorney, and Healthcare Directives, and Irrevocable SLAT and similar trusts to minimize potential estate taxes

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Numerous owners of closely held businesses in estate planning designed to transition the business to future generations and minimize estate taxes
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Trust companies in various trust matters, including the modification of trusts and having trust accounts judicially approved.

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Estate and Tax Planning

Represented numerous owners of closely held businesses in estate planning designed to transition the business to future generations and minimize estate taxes

Estate and Tax Planning

Represented trust companies in various trust matters, including the modification of trusts and having trust accounts judicially approved.

"I wish we had found the Riggs Davie team at the beginning of our start-up journey; we couldn’t ask for better partners to lead us through the process."

Founder and CEO, Care Eco Corp.

"The team is practical, hard-working, responsive, and smart —all the things we wanted in counsel for this transaction."

"I recommend them highly to anyone seeking corporate legal guidance."

Executive Vice President, Christine Valmy Inc.

"They cut through the BS and explain the legal situation in a way that makes sense so that I can make the decision that makes the most sense for the business."

Founder and President, Amity Holdings LLC dba Medicore

"Their level of expertise in the startup and venture world has made a huge difference for us."

Flourish

Estate and Tax Planning

We focus on

Our Services

Recently Represented

Recent Transactions

Represented numerous owners of closely held businesses in estate planning designed to transition the business to future generations and minimize estate taxes

Represented trust companies in various trust matters, including the modification of trusts and having trust accounts judicially approved.

"I wish we had found the Riggs Davie team at the beginning of our start-up journey; we couldn’t ask for better partners to lead us through the process."

"The team is practical, hard-working, responsive, and smart —all the things we wanted in counsel for this transaction."

"I recommend them highly to anyone seeking corporate legal guidance."

"They cut through the BS and explain the legal situation in a way that makes sense so that I can make the decision that makes the most sense for the business."

"Their level of expertise in the startup and venture world has made a huge difference for us."

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