Our firm develops wealth management plans on behalf of our clients to organize and secure estates, optimize financial responsibility and minimize exposure. In conjunction with our clients’ accountants and wealth advisors, Soleiman APC assists in establishing trusts, investment vehicles and transfer measures to execute upon a comprehensive financial blueprint to support ongoing and future needs, while abiding by the utmost ethical standards in meeting our fiduciary responsibilities.
We regularly advise our clients on wills, trusts and estate planning issues, including the following:
- Asset protection and distribution
- Succession planning for closely-held corporations and other small businesses
- Will and Trust preparation and administration
- Executor and trustee obligations
- Guardianships/conservatorships and special needs trusts
- Health care planning and advance health care directives
- Investment vehicles and long-term investment strategies
- Revocable and irrevocable trusts
- Powers of attorney
- Tax-efficient wealth transfer strategies
