Estate Planning
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“Ivins, Phillips & Barker is top of the line and has a stable of highly loyal clients.”
– International Tax Review
Estate planning is an essential component of any healthy financial plan; yet, as your wealth increases, so does the potential complexity of your estate planning needs. Ivins, Phillips & Barker's attorneys work with our clients to identify goals and tailor estate plans designed to preserve assets and provide income for ensuing generations, reduce unnecessary tax exposure, and fund philanthropic causes.
IPB has had considerable experience in addressing a broad range of domestic and international issues and in developing comprehensive individual and family estate plans that take into consideration the unique relationships and goals of each client. This experience transcends tax issues and can only be gained through decades of practice.
Our estate planning attorneys represent a variety of high net worth individuals and multi-generational families, from those with significant inherited wealth invested in diversified assets to those with major equity holdings in closely held businesses created by them or their families. Many of the families served by our estate planning group have been clients of the firm since its founding in 1935.
Our team offers customized solutions to your needs in an environment of increasingly complex gift, estate and income tax laws. We provide value by planning and incorporating strategies that address both transfer and income tax considerations.
We serve clients in the following areas:
In addition, our team has extensive experience in supporting other firms in a consulting counsel role
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