Banks Law Offices, LLC advises private clients, fiduciaries and family offices in a variety of estate planning matters, personal financial matters, estate and individual tax matters, and trust and estate administration.
We advise clients in the following areas:
General estate planning which would include the drafting of wills and trust agreements and counseling on the establishment of gifting plans and other asset transfer plans
Retirement and savings planning including an analysis of various tax efficient vehicles (IRAs, employee benefit plans, college savings accounts, etc.)
Charitable gifting including the creation of charitable trusts and private foundations
Business succession planning for closely held business owners
