For CM Law PLLC private client attorneys, the focus is on the long-term personal and financial welfare and legacies of our clients, their loved ones and the charitable causes they support. Our attorneys serve as trusted advisors on all legal aspects of:

• estate and trust planning and administration,
• charitable options,
• family investments,
• asset protection planning,
• care for loved ones with disabilities,
• business succession issues,
• estate litigation, and
• tax audits and controversies.

We cater to the individual needs of our clients—from the simple to the sophisticated. CM Law’s private client attorneys prepare wills and trusts tailored to the client’s situation, administer decedents’ estates and long-term trusts, represent both individuals and fiduciaries in probate and tax controversies and work with closely-held businesses on investments, asset protection and the difficult issues of succession and tax-efficient exit strategies. We bring decades of extensive experience to our clients’ charitable concerns and goals, advising on everything from the creation and proper administration of private foundations and other charitable gifting options for unusual assets to compliance with the rules governing investment of foundation funds. We also help clients with the creation and restructuring of their investment, family business and asset protection entities to facilitate smooth transfer of ownership and control while minimizing the associated transfer tax burden.

CM Law attorneys advise business owners, entrepreneurs, executives, artists, performers, high net worth families, professionals and other individuals in their personal wealth, private investment, asset protection, succession and/or philanthropic planning. We also represent individual fiduciaries in their capacity as executors and trustees and as directors of non-profit organizations. A large number of our clients have chosen to work with a CM Law attorney for many years.

We are keenly aware of our clients’ need to understand their options and benefits and risks they entail, including both current and probable future transaction costs. CM Law private client attorneys are committed to ensuring that our clients make fully-informed decisions and are not unpleasantly surprised by the costs or other aspects of implementing their planning. In doing so, we welcome the opportunity to work closely with our clients’ other advisors and accountants so that the client’s whole “team” is well coordinated. Our practicality and sensitivity, plus our decades of experience and strong tax focus (both US and international), enable CM Law attorneys to make recommendations informed by income, estate and gift tax implications without minimizing the importance of issues of family goals and dynamics, generational control and succession issues.