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Estate Planning

Overview

At OMW, we offer practical and conclusive solutions to our trust and estates clients’ needs. OMW provides a broad range of services in connection with the creation, management, transfer, and taxation of wealth. We can provide assistance in choosing one or more wealth transfer methods, including wills, living trusts, community property agreements, and joint tenancy, in planning for retirement and in creating a succession plan for a family or closely held business. We can help in selecting investment advisors and insurance products.

The firm’s estate planning attorneys help our clients avoid litigation by engaging in proactive planning to advise clients how to manage their assets upon incapacity, make the transition to assisted living, business succession planning, gift and estate tax planning, and the methods and means to transfer assets upon death. 

We also handle such personal matters as adoptions, custodianships for minors, guardianships, and government entitlements for the handicapped and elderly. We also help clients plan for disability or illness with a variety of tools, including trusts, powers of attorney, powers of attorney regarding healthcare, and directives to physicians.

Our attorneys are skilled at advising business owners and executives of larger entities as well as smaller family owned businesses and individuals.

In addition, OMW also provides Trust & Estate litigation services.

Our Offices
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