Practice Area

Wills, Trusts, & Estates

Dawson & Ozanne offers clients assistance in planning during life, in the event of severe illness, and upon death.

This assistance includes the design and implementation of wealth protection strategies, business succession arrangements and estate plans.  Estate planning crosses several legal disciplines, including wills and trusts, estate and gift taxes, real estate transfers, and charitable giving.  We design plans to meet individual client needs and to allow them to properly hold assets during life and distribute their estates in an orderly and efficient manner upon death, giving special attention to reducing estate gift and generations skipping transfer taxes in the process.

Strategic strategies frequently include: