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Capabilities / Private Wealth

Private Wealth

Securing the future with wealth management.

Husch Blackwell’s Private Wealth management team offers personalized guidance that helps clients plan for the future and define their legacies. We focus on accomplishing clients’ unique goals using the most effective and tax-advantaged planning methods available. Whether developing a business succession plan or charitable giving strategy, we remain sensitive to the many issues and emotions that often accompany wealth and estate planning.

Our private wealth management lawyers provide solutions to clients who range from individuals with moderate-sized estates to high net-worth families and executives of Fortune 500 companies. Additionally, we counsel nonprofit and charitable organizations on tax and regulatory compliance and effective operation.

Our guidance on private wealth law includes:

  • Business succession planning
  • Buy-sell agreements
  • Charitable planning
  • Comprehensive tax and estate planning
  • Estate, gift and generation-skipping transfer tax mitigation and avoidance
  • Generation-skipping trust planning
  • Gift and estate tax return preparation
  • Sophisticated life insurance planning
  • Trust and estate administration
Legal Updates | November 03, 2023
Options for Changing an Irrevocable Trust
Legal Updates | August 04, 2023
Benefits of Succession Planning
Legal Updates | August 04, 2023
Common Business Succession Planning Strategies
Articles | May 09, 2023
Key Benefits of Revocable Trusts and Other Will Substitutes

While a will is an essential part of every estate plan, nearly everyone—regardless of net worth—can benefit from utilizing a revocable trust and other will substitutes.

Legal Updates | March 24, 2023
Exploring Trust Account Exposure to Bank Failure
Legal Updates | February 14, 2023
Common Gift Tax Return Mistakes and Ways to Avoid Them
Legal Updates | December 06, 2022
Estate Planning Solutions for Year-End 2022 and Beyond
Legal Updates | September 16, 2022
The IRS is Expected to Adjust Certain 2023 Exclusions and Exemptions for Inflation

The gift tax annual exclusion and the estate and gift tax exemption amounts are expected to increase due to inflation in 2023.

White Papers | April 29, 2020
Advanced Estate Planning Solutions: Responding to COVID-19

How to leverage powerful estate planning tools during a time of crisis. 

Legal Updates | April 27, 2020
Five Action Items for Trustees in Turbulent Times
Podcast | January 23, 2019
AAIDA Beltway Talk: Death and Taxes
Speaking Engagements | March 17, 2022
Speaker, "Strategies for 2022 and Beyond," Tiger 21 (Miami)
Media Mentions | January 09, 2023
AzBusiness: Top 100 Lawyers in Arizona for 2023
Media Mentions | January 23, 2022
BizTimes: Notable Women in Law: Jennifer Olk
News Releases | December 06, 2021
Husch Blackwell Elects 36 to 2022 Partnership Class
Media Mentions | June/July 2020
MKE Lifestyle: The Current State of Estate Planning
News Releases | May 13, 2019
Jill Palmquist Joins Husch Blackwell's St. Louis Office

“Jill’s arrival further demonstrates our firm’s commitment to growing this practice with high-quality practitioners who share our client-service ethic,” said Eric Ess, the head of Husch Blackwell’s Private Wealth practice group.

News Releases | March 25, 2019
Kim Uskovich Joins Dallas Office of Husch Blackwell

Private wealth attorney brings practice focused on the development and implementation of estate plans for individuals.