Personal wealth and estate planning addresses estate, tax and family law issues related to preserving and passing on an individual’s personal wealth. Our personal estate planning lawyers are Christopher L. Moon, Neil G. Davis and Ellen Pefhany

At Davis Webb LLP we advise and represent clients in organizing their personal affairs to preserve a lifetime’s accumulation of capital, and to pass it on to the next generation in an orderly manner.  Many of our clients are business owners working through business succession plans. We develop tax-effective estate and business succession plans that work, are practical, and consider all aspects, from estate to family law issues.

Personal Planning Services

·    Tax and Estate Plans
·    Wills and Powers of Attorney
·    Trusts
·    Business Succession
·    Domestic Contracts
·    Estate Administration

Commercial Real Estate and Land Development
Business Law

< go back