Trusted To Preserve Our Clients’ Assets
From business owners and property owners to senior executives and high net worth families, our clients need dedicated counsel to protect and plan for the distribution and transition of their significant estates.
In the Berkshires, individuals and families turn to Donovan O'Connor & Dodig, LLP, for assistance with their estate planning and wealth preservation needs. Our office has extensive experience in complex estate planning matters involving large estates and family-owned businesses.
We Develop Comprehensive Wealth Preservation Strategies
At Donovan O'Connor & Dodig, LLP, we use our knowledge and expertise in estate planning and wealth preservation to develop strategies for preserving our clients’ wealth for the next generation. We frequently work with professionals in appropriate disciplines — such as accountants, financial planners, and other specialists — to develop a plan that maintains financial security for our clients and their families, facilitates the management of our clients’ assets during their lifetimes, and the orderly and efficient transfer of their estates at death.
Our comprehensive planning strategies address clients’ wealth transfer and asset protection objectives. Services provided by our experienced team of estate planning attorneys include:
- Counseling clients with business and asset transition planning
- Creating tax-efficient gifting strategies for the transfer of wealth
- Accomplishing effective generational transfers
- Facilitating charitable gifting
We will create a customized solution that will provide you with peace of mind and ensure that your wishes and estate planning work together.
Consult With An Experienced Attorney Today
Consult with a lawyer from Donovan O'Connor & Dodig, LLP, to explore the specific estate planning and wealth preservation methods that will work for you. We can be contacted online or reached at 413-663-3200 in Massachusetts or 802-442-3233 in Vermont.