Wealth Planning

The Law Offices of Marc J. Lane assists our clients in minimizing their income, gift, generation-skipping and death taxes while helping them define and achieve their individual and business planning objectives. In addition, the firm counsels our clients on the effective use of powers of attorney, living wills, revocable and irrevocable trusts, and court guardianship proceedings.

We pride ourselves on our ability to sensitively address our clients' family and business concerns through the design and implementation of family partnership and limited liability company agreements, shareholder buy-sell agreements, and marital agreements. We help clients keep their family-owned businesses in the family, despite the death or disability of family members who are active in the business. We develop and implement various kinds of agreements and compensation arrangements for business owners, including agreements for the economic participation of family members who are not active in the business.

At the same time, Marc J. Lane Investment Management, Inc., and Marc J. Lane & Company develop and implement strategies to preserve our clients' investment capital and optimize their investment returns consistent with their objectives and risk tolerance.

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