Trusts, Estates, Wealth Management Attorneys
When it comes to wealth management for your family, you want to know that your trust or estate is being handled by competent professionals. You need an experienced and dedicated wealth management firm that has a vested interest in helping you and your family achieve your goals. The Norman Spencer Law Group is just such a firm. If you need help with wealth management, we’re here for you.
What’s Different About Wealth Management?
Wealth management differs from other types of law in a few key ways. Instead of focusing exclusively on litigation, you can look at a wealth management lawyer as more of a guide and coordinator. These professionals help out families, individuals, and also fiduciaries and trustees with every aspect of the wealth management process. That goes for things like tax planning, asset management, trusts and wills, contributions to charity, and many other types of estate litigation as well. In most cases, our lawyers will be joined by private accountants, bankers, estate agents, and investment managers to get the best results in your particular case.
Why Would I Need a Wealth Management Lawyer?
If you or your family are dealing with any type of issue related to investment planning, estate manners, or any similar litigation that has to do with a family member’s estate, then hiring a wealth management lawyer is in your best interest. Our experienced team of professionals will be able to handle all aspects of your case, tailoring our approach to you and your family’s circumstances, concerns, and needs.
There are many needs when it comes to trusts, estates, and wealth management. To that end, our experienced and hard-working lawyers help clients with the following:
- Wills, Trust, and Estates
- Estates and Trusts administration
- Probate Litigation
- Fiduciary Representation
- Philanthropic planning
- Business management
- Cross border planning
- Dispute Resolution
Wealth Management Representation with Respect
The way we do this is by representing individuals and trusts as executors, trustees, or even beneficiaries where their wills and trust agreements are challenged, or even when administrative decisions of a fiduciary end up being challenged in an accounting proceeding. We work with all of our clients and help them resolve any issues that might arise among family members or owners of closely-held businesses.
When it comes to trusts, estates, and wealth management in general, these are all sensitive areas that can be difficult for families to handle on their own. Ignoring the aspect of expertise needed, there is the uncomfortable manner of dealing with finances while also potentially grieving the loss of a loved one. Another important consideration is dispute resolution. It’s an unfortunate reality of wealth management that disputes can crop up. When they do, we work hard to seek resolutions and resolve any disagreements, even ones that end up as negotiated settlements. This way, we can avoid having to turn to costly, stressful, and frustrating litigation.
For all of these reasons, it’s important to go with a professional who is well equipped to handle every aspect of the process for you. This way, you and your family can rest easy knowing that your estate is in good hands, and you can grieve with family.
What to Look for in a Wealth Management Lawyer?
When it comes to hiring a good wealth management lawyer, you need to be sure that the attorney you are going with is someone who has years of experience in law, especially wealth management issues. The decision will carry a big impact on you and your family for years to come, so be sure they are up to the task.
To that end, you’ll also need a professional who has excellent people management skills. All of the lawyers at the Norman Spencer Law Group are equipped to coordinate discussions between different parties. Including communications and negotiations that inevitably come up through the course of the process.
We are also well versed in the rules and regulations of wealth management. If we don’t have an answer to your question we will find a solution for you as soon as possible. We also have extensive knowledge about inheritance, taxation, and other related matters.
Since every case is truly unique, we adapt to the situation at hand and get the best results possible. These are complicated requirements, but it’s important that the wealth management lawyer that you go with is able to handle all of them well. The right attorney will be able to secure a safe and prosperous future for you and the rest of your family, so it’s important that you choose wisely here.
Why Choose the Norman Spencer Law Group?
The Norman Spencer Law Group’s Trusts & Estates attorneys are experts when it comes to assisting clients in the protection of their assets. That applies to those accumulated during their own life as well as for their family’s futures. The main thing that sets the Norman Spencer Law Group apart is expert legal advice and insight into sophisticated and practical strategies. They are designed from the ground up to help high-net-worth individuals, corporations, and even nonprofits achieve their goals.
Our wealth management attorneys assist clients with all aspects of planning, administration, settlement, and taxation of estates and trusts. On top of that, we also provide wealth management services to individuals, families, and organizations, both in the United States and overseas.
When you choose the Norman Spencer Law Group, you’re choosing a law firm with literally decades of experience handling all aspects of trust, estate, and wealth management litigation. We work directly with our clients to ensure that their needs are understood, communicated, and met. If you or your family are looking to resolve a wealth management matter, we’d love to help. We have the skills, knowledge, and experience to make sure that you are happy when all is said and done. Get in touch today, and someone from our team will help you right away.