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Practical, Proactive and Comprehensive Estate Planning

Welcome to OAK STREET LAW Group

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