Michael Stuart

We provide creative solutions to help families achieve their dreams using client-centered, cutting-edge estate and exit planning methods, assist clients with funding their plans to ensure those plans will work as designed, and use state-of-the-art funding strategies and tools, including: • Comprehensive Estate Planning • Charitable Trusts • Wealth Replacement Trusts • Business Continuation and Exit Planning • Family Limited Partnerships and Family Limited Liability Companies • Asset Protection Trusts, Grantor Retained Income Trusts • Business Entity Formation and Maintenance • Families with Special Needs Michael is a widely recognized attorney and CPA with over 30 years of extensive experience in Business, Trust and Estate Planning. Among his clients and financial advisors, he has earned the reputation as a responsible, reliable and thoughtful Business, Trusts and Estates counselor. The firm offers ongoing client education on estate and exit options.