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