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Image collage of Finch, Thornton & Baird, LLP's Business and Succession Planning construction law practice.

Wealth Preservation

The senior partners of this firm have represented some special individuals — and the construction businesses they founded — for over two decades.  We have witnessed single-owner start-ups grow to become national powerhouses of construction leadership, influence, and financial resources.  Given this experience and insight, Finch, Thornton & Baird, LLP is uniquely positioned to help solve the challenges associated with business and succession planning for construction entities.  These include complex surety relationships, licensing requirements, and regulatory considerations, along with tax and other long-term business continuity issues.

BUSINESS AND SUCCESSION PLANNING: LEGACY PROTECTION FOR FUTURE GENERATIONS.

Investing the time necessary to form a thorough understanding of our client’s business and family history, goals, and objects initiates the process.  Only then can we begin to devise a strategy and a plan.  We work closely with clients to identify and resolve all issues related to taxes — including income, gift, estate, and property taxes — liquidity, business and property succession, and asset protection.  We focus on the smooth implementation of buyouts and facilitation of the transfer of wealth to future generations.  Special care is always given to ensure clarity of intent, remove ambiguity, and minimize post-death disputes.

ADMINISTRATION: SINGLE-SOURCE CONVENIENCE AND GUIDANCE.

The firm also represents fiduciaries and beneficiaries of trusts and estates. We counsel fiduciaries regarding risk mitigation and their duties and responsibilities regarding trust or estate administration; and we advise beneficiaries of their rights.  Through the combination of litigation experience and our knowledge of trusts and estate planning, the firm is uniquely prepared to help resolve a multitude of trust and estate administrative disputes when they arise.

LITIGATION: THE EXPERTISE YOU NEED WHEN YOU NEED IT MOST.

Should you encounter disputes or disagreements, Finch, Thornton & Baird can help.  Our attorneys represent clients including beneficiaries, trustees, guardians ad litem, administrators, conservators, and agents through all phases of litigation.  Because trusts and estates litigation tends to be emotionally charged — especially when between family members — our attorneys will work carefully with clients to identify their goals, devise a litigation plan structured to achieve those goals, and evaluate the costs and benefits of the plan.  This is all done prior to the onset of litigation.

Our expertise with Wealth Preservation includes:

Trusts and Estate Planning:

  • Revocable living trusts, wills, and powers of attorney
  • Business and succession planning
  • Disability planning
  • Premarital planning
  • Charitable planning
  • Counseling fiduciaries and families in the proper retention of care providers

Trusts and Estate Administration:

  • Trustee advice and risk mitigation
  • Beneficiary advice
  • Probate
  • Will and trust contests
  • Breach of fiduciary duty claims
  • Financial elder abuse
  • Disputes between co-trustees, and trustees and beneficiaries
  • Interpretation of wills and trusts provisions
  • Removal of fiduciaries
  • Undue influence and lack of capacity claims
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