Protecting What Matters Most
Dunlap Moran's Private Wealth Practice Group handles estate planning, business succession, and asset protection planning. Our team of professionals design plans to achieve estate planning objectives while striving to minimize tax consequences and administrative expenses.
Whether you are planning for the future of your family, protecting assets you have worked a lifetime to accumulate, or ensuring a smooth transition of your business, our attorneys bring the depth of knowledge and personalized attention your situation deserves.
We work closely with each client to understand their unique circumstances and long-term goals, crafting tailored strategies that provide clarity, protection, and peace of mind.
Our Estate Planning Services
Last Wills & Testaments
Clearly express your final wishes and provide for your loved ones.
Revocable Living Trusts
Avoid probate and maintain control of your assets during your lifetime.
Irrevocable Trusts
Asset protection trusts, insurance trusts, and generation-skipping trusts.
Charitable Trusts
Support the causes you care about while achieving tax benefits.
Business Succession Planning
Ensure a smooth transition of your business to the next generation.
Asset Protection Planning
Shield your assets from potential creditors and unforeseen liabilities.
Powers of Attorney
Designate trusted individuals to manage your affairs if needed.
Healthcare Directives
Communicate your healthcare wishes and designate a healthcare surrogate.
