Private Wealth & Estates

Whether your net worth is $100 million or $100,000, there are planning strategies to protect and efficiently distribute your wealth the way you want. We counsel and spearhead efforts to protect you and your assets in the event of your incapacity and to efficiently distribute your assets to your selected beneficiaries after your death.

Jones & Keller attorneys advise families, individuals, businesses, and trustees in all aspects of private wealth, tax and estate planning. We also represent clients in estate litigation as well as fiduciaries, including corporate trustees, in an advisory capacity and in litigation.

While considering estate, gift and income tax obligations, we function as your family and business’ general counsel, quarterbacking efforts to protect and extend your family and business prosperity. In collaboration with the firm’s corporate attorneys, we advise our clients and their businesses as they create, grow, manage, preserve, and distribute wealth.

Jones & Keller attorneys bring generations of legal knowledge and experience in efficiently designing and executing individual and multigenerational wealth and succession plans. Our commitment to making a difference in the lives of our clients is visible in how we proactively engage, protect and defend client interests. Read on for what you can expect when working with the attorneys at Jones & Keller.