FINANCIAL & LEGAL FLUENCY

Fee Only Advice

Decades of Estate Planning Experience

Financial and Estate Planning should begin well before any documents are written. The client situation should be well diagnosed before any prescription is written.


  • What are your family relationships and goals you wish to accomplish? Are there any special circumstances?


  • What are your business or other property interests that need to be planned for? Are there income, gift & estate, or other tax considerations to be considered?


  • What are your life goals, retirement, health & long term care needs?


  • Do we need to address executive benefits, family business issues, charitable goals, or other special considerations to plan for?


It all starts with the interview, with finding out the information needed for the scope of the engagement agreed to. Every client has a different story. Some of them may rhyme, but none are the same.

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Robin S. Gnatowsky

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The Accredited Wealth Management Advisor℠ (AWMA®) is a certification program designed for experienced advisers who address the unique needs of high-net-worth clients. The program’s one-of-a-kind curriculum includes behavioral finance, working with business owners, and succession/exit planning.

Weintraub Law Group concentrates in three areas where the cost of the wrong attorney is highest: capital formation, business transactions, and securities litigation support.

What Issues or Needs Are Important to Your Planning?

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Trust and Estate Planning & Administration

From Revocable Living Trusts to Irrevocable Trusts like Life Insurance Trusts (ILITs), GRATs, SLATs, and Dynasty Trusts, What Fits Your Needs and Objectives?


  • Do you have any Beneficiaries that have Special Needs or Need Creditor Protection?
  • Do you have any Charitable Goals?
  • Should We Consider Integrating Limited Liability Companies (LLCs) into a Plan?

Estate & Gift Tax

Federal exemptions have shifted before and will shift again. Families with taxable estates need a strategy built for that uncertainty — not a document that assumes today's rules hold forever.

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Asset Protection Throughout Your Plan

You Don't Want to Plan After the Fact for an Emergency Once an Event has Occurred. You Want to Build a Ship that can Weather the Storms Yet to Come. Every Part of the Boat Should be Watertight.


Some Examples:


  • Property Titling
  • Separation of Interests
  • Strategic Use of Debt
  • Various Kinds of Asset Protection Trusts
  • Homestead and Pension Exemptions
  • Properly Structured Limited Liability Companies (LLCs)


Every Client and Situation is Different. Proper Insurance Planning is also Critical and Maybe Most Important.


Family and Other Business Planning

  • Choice of Business Entity
  • Tax Considerations
  • Shareholder or LLC Operating Agreements
  • Buy-Sell Agreements
  • Succession and Family Wealth Planning


It all Depends on the Business, the Family, the Cashflow, the Needs and Goals of the Founder or Senior Family Members, the Children with the Ability and Interest to be Involved and How Should They be Prepared for Their Future Roles.


How do We Want to Support Employees and Reward Them When Appropriate?


It All Starts with the Interview and the Facts of the Case.


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Many of our clients have assets, business interests, and family ties in more than one state.

Matters that often call for multi-jurisdiction planning include:

  • Real estate held in more than one state
  • A change of domicile, such as a move to Florida in retirement
  • State estate and inheritance tax exposure
  • Selecting where a trust is established and administered
  • Business interests organized under another state's law
  • Beneficiaries and trustees living in different states
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Your Best Financial Lawyer

More than 37 years serving individuals, families, and business owners.


We work comfortably alongside the financial advisers, insurance professionals, and accountants our clients already rely on.


As a member of the National Association of Estate Planners & Councils I believe that the team concept in estate planning usually best serves my clients. More than one professional – for example, an attorney, accountant, bank officer, credentialed insurance professional, a client’s long time financial planner, or philanthropic professionals, among others - should have a seat at the table. No two clients are alike, nor are their planning needs


We work primarily with families and business owners.

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Common Questions About Estate Planning for High-Net-Worth Families

  • Do I need a trust, or is a will enough?

    It depends on your situation, including what you own, where it is located, and what you want to accomplish.

  • When should I start thinking about a trust?

    There is no single threshold. It depends on your family, your assets, and your goals.

  • Does the state I live in affect my plan?

    Yes. State laws differ, especially if you have assets or family in more than one state.

  • What happens at the first meeting?

    It starts with the interview. We learn about your situation and agree on the scope of the engagement.

  • Can you work with my other advisers?

    Yes. We can work alongside your financial advisers, insurance professionals, and accountants.

  • How do I get started?

    Use the contact form to briefly share your questions, and we will reach out to you.

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Ready to Make a Plan