CP2 provides comprehensive legal services in the areas of estate and business succession planning, as well as wealth preservation matters, to family-owned and managed businesses, closely-held businesses, families, individuals, estates, trusts and foundations. Whether designing a wealth transfer plan, working to minimize the impact of taxes, or helping clients fulfill their fiduciary obligations, our clients receive the benefit of creative, yet practical, real-life advice and solutions. We advise individuals, couples and families on difficult tax, business, wealth transfer and wealth preservation issues. We also work with our clients on related issues such as compliance with fiduciary obligations, trust and estate administration, philanthropic planning, as well as foundation creation and management.
Success for us is found in assisting our clients, their families and businesses through multiple generations. We work closely with our client’s current advisors, including accountants, investment professionals, family members and key business associates. We strive to be a valued member of each client’s advisor team and we respect the value and role of all members of each client’s team. When a client’s team requires additional resources, we offer introductions to the top talent in non-legal services, such as investment professionals and financial planners, investment bankers, accounting professionals, valuation consultants and insurance professionals. We promote no financial or other products and therefore, consider the full range of appropriate planning options and advisors.
Our team approach allows us to provide guidance and assistance in a wide range of areas including:
In addition, CP2 provides membership in DocuBank as part of our 3-Step annual maintenance program to which many of our estate planning clients belong. If you are not a 3-Step client and wish to learn more about this program, or if you are interested in signing up for Docubank, please contact Peter B. Scott or K. Michelle AmRhein.
For more information on DocuBank please click here to watch a video.