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Legal Services

Comprehensive Legal Services

At Lowenhaupt & Chasnoff LLC, our devoted legal team is committed to guiding individuals and families through the legal landscape, ensuring that challenges are effectively addressed, and interests, both individual and familial are protected.

The firm provides the following legal services:

  • Estate planning services

  • Will, trust and partnership document drafting

  • Family wealth advice and counseling

  • Pre-marital planning

  • Post-mortem strategy and administration suppport

  • Financial and healthcare Power of Attorney appointments

  • Charitable giving and philanthropic planning

  • Customized wealth transmission programs

  • Personalized estate, trust and wealth planning

  • Tax controversy representation and private letter rulings

  • Tax return preparation and strategic advice

  • Business transition planning

  • Business governance education

  • Balance sheet analysis for family wealth entities

  • Formal process design for family offices and businesses

  • Legal guidance for business creation and compliance

  • Governance and succession advice to family offices and businesses

  • Family meeting facilitation

  • Foundation oversight

  • Education of younger generation family members on governance and wealth structures

  • Strategies to engage younger family members

Comprehensive Fiduciary Services

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