The process of planning for the accumulation, conservation and ultimate
distribution of wealth is a specialty of the Oak Street Law Group. Our
estate, business and personal planning, attorneys serve clients who
have accumulated substantial wealth and wish to ensure a long and
satisfying retirement, as well as to preserve wealth within their
family unit and/or to carry out charitable wishes. Our Oak Street
attorneys are very effective at developing and implementing estate
planning strategies that address our clients’ estate,
generation-skipping and income tax issues to allow them to fulfill
their desired legacy.
See how you benefit from our
Commitment
to Exceptional Service.
PRACTICE AREAS
Attorneys Brinette Rounds and Elizabeth Stephan and Paralegal Jennifer
Nelson apply their expertise to help families pass on and utilize their
wealth in the most tax-efficient and practical manner. Oak Street’s
practice areas include:
- ESTATE
PLANNING
- Asset Protection Planning
and Privacy
- Federal and State Estate
Tax Minimization
- Federal
Generation-Skipping transfer Tax Minimization
- Prenuptial, Marital and
Cohabitation Planning
- CHARITABLE
PLANNING
- Private Foundations,
Charitable Annuities and Charitable Trusts
- Capital Gains Tax
Minimization
- BUSINESS
PLANNING
- Business and Succession
Planning
- Business and Family
Entity Structuring, Formation and Administration
- ESTATE
AND TRUST ADMINISTRATION
- Probate Administration
- Trust Administration and
Funding
- Fiduciary Representation