Planning and directing the effective transfer of assets to designated beneficiaries and legal entities generation after generation requires uncommon skill. Greenebaum attorneys hone a thorough mastery of shifting transfer tax laws, providing counsel to entrepreneurs, principals in family-owned and closely held businesses and public company executives on protecting wealth and reducing the burden of tax. Paying close attention to proposed and enacted regulatory changes, we are also highly responsive to pressing family legal needs. We don’t theorize about elusive plans that don’t suit your purpose. We share your vision of transferred wealth because we also share the business understanding that created the wealth you wish to protect….and we have the legal ability to find the right path to your goal.

Attorney credentials in this area of client counsel blend relevant business skills with the ability to break through conventional thinking to accomplish client goals. Our Greenebaum Wealth Transfer team includes attorneys with years of solid experience as a practicing certified public accountant, a certified financial analyst, a former vice president and trust officer of a major regional bank, a trained mediator and a former president of the Bluegrass Estate Planning Council. Several team attorneys hold advanced legal degrees in tax law and academic degrees in business administration and accounting. Our tax credentials are outstanding, and enable us collectively to serve our clients with a depth of experience.