Tax & Private Client Services

Messner & Reeves’ provides comprehensive estate planning for individuals and their families. We focus on our clients’ business needs as well as their personal needs. Our attorneys work closely with accountants, financial consultants, insurance agents, and other advisors to create estate and tax planning documents that meet all of the clients’ objectives while minimizing costs, delays and taxes. 

Estate Planning need not be limited to transfer of wealth or assets at death, but should contemplate a comprehensive plan taking into account the current structure of assets, particularly closely held businesses, and how to preserve the value of the assets for future generations through appropriate succession planning.

Areas of Practice Include:

Tax Estate Planning
Trust Administration
Estate Administration
Business Succession Planning
Planning for Liquidity Events
Structuring Closely Held Businesses