Richard L. English 816.691.3457e-mail| vCard
Individuals and families alike have a long held interest in the preservation of wealth and the transfer of that wealth from generation to generation. But wealth management is more than safeguarding capital. It is a process of life management that demands the highest level of service, quality and commitment.
Practice Overview Our clients are both businesses and individuals, with modest holdings as well as substantial, multi-generational interests. Counted among our clients are many newly wealthy entrepreneurs and shareholders in the new economy.We have significant experience in representing corporate and individual fiduciaries, and in counseling them in their administration of trusts and estates. Also, we regularly represent financial institutions in the disposition of retirement plan assets, and assist them in litigation regarding estate, trust or retirement planning accounts. Scope of Service Our mission is to preserve wealth, minimize taxes and carry out our clients’ desired intentions, and to do so with the most current techniques available. Our work generally falls into the following areas: Estate and retirement planning, including charitable tax planning Estate and trust administration for individuals, families, foundations, and charitable trusts Preparation of estate, gift and fiduciary income tax returns Estate and trust litigation Retirement plan distribution options, for both plan participants and beneficiaries Of Note Our sizeable resources enable us to draw upon the extensive experience of related practice groups whenever needed. For example, we regularly interact with our Privately-Held Business and Tax Groups to develop creative solutions to estate planning and tax challenges facing our business clients.
Our clients are both businesses and individuals, with modest holdings as well as substantial, multi-generational interests. Counted among our clients are many newly wealthy entrepreneurs and shareholders in the new economy.We have significant experience in representing corporate and individual fiduciaries, and in counseling them in their administration of trusts and estates. Also, we regularly represent financial institutions in the disposition of retirement plan assets, and assist them in litigation regarding estate, trust or retirement planning accounts.
Our mission is to preserve wealth, minimize taxes and carry out our clients’ desired intentions, and to do so with the most current techniques available. Our work generally falls into the following areas:
Our sizeable resources enable us to draw upon the extensive experience of related practice groups whenever needed. For example, we regularly interact with our Privately-Held Business and Tax Groups to develop creative solutions to estate planning and tax challenges facing our business clients.