Leonard, Street and Deinard’s Estate Planning professionals provide a full range of estate planning services. We strive to ensure that our clients’ nontax planning goals are achieved while minimizing income, estate, gift and generation-skipping taxes.

We help clients plan their estates (whether moderate in value or very high net worth) by balancing tax-planning opportunities with their nontax goals. We apply our extensive experience in helping our clients make the right decisions when planning for the transfer of wealth and assets that are otherwise important to them (a business, lake property, etc.). Our firm’s motto, “Uncommon Wisdom–Common Sense,” is clearly evident in our approach to handling our clients’ estate planning needs.

OUR EXPERIENCE

Our representation of some of the most successful entrepreneurial individuals and families in the Midwest has given us the opportunity to develop and implement the most sophisticated planning techniques. Our attorneys have years of experience in:

• Marital deduction planning
• Freezing the value of assets for estate tax purposes
• Family partnership planning
• Business succession
• Insurance planning
• Gift programs
• Charitable planning
• Retirement and compensation plans
• Sophisticated gifting strategies
• Trusts for minors and younger beneficiaries

We are thorough in our approach related to reviewing the existing plan and its tax implications, insurance ownership, beneficiary designations, benefit plans, business ownership and control agreements and other documents that may impact the estate.

PLANNING DOCUMENTS

Click on the titles below to access documents that will help you learn more about a variety of estate planning topics and techniques.

Antenuptial Agreement

Charitable Lead Trust

Charitable Remainder Trust

Family Limited Partnership

Grantor Retained Annuity Trust

Irrevocable Trust

Planning for Qualified Retirment Plan Benefits

Preparing an Estate Plan

Non-Trust Alternatives to Giving

Qualified Personal Residence Trust

Revocable Trust

We serve tax, estate planning and business succession planning needs of owners of family-owned or closely held businesses, and other high-net-worth individuals. We help these clients meet their family, personal, business, philanthropic and tax goals around planning for their business and estate. For privacy and confidentiality reasons, we do not publish the names of our clients. Client references are available upon request.