Estate Planning Client Profile

N/A

OUTCOME:

ASHLEY L. CASE works with a broad range of estate planning clients and families. Her clients of modest net worth (as defined by the prevailing estate tax exemption rates) generally need straightforward ... wills, trusts, and power of attorney/living will documents to put their affairs in order. Clients and families of high net worth typically require complex tax analysis and strategies that serve to reduce or eliminate an estate tax issue. Clients throughout the wealth spectrum may desire estate planning documents that are tailored to their specific family dynamics and unique disposition wishes.