Estate, Gift & Succession Planning

Focused on Preserving Your Personal Wealth

Our tax advisors can help you effectively preserve and enhance your personal wealth to ensure it is transferred across generations in the most tax-efficient manner. We have expertise in trusts, partnerships, business succession planning, limited liability companies, charitable gift planning and family transfers. In addition, our international wealth planning advisors can help manage you and your family’s global assets and related tax issues.

CS&L Estate, Gift & Succession Planning services

  • Business Succession Planning
  • Charitable Gift Planning
  • Estate & Gift Tax Planning
  • Income Tax Planning for Trusts & Estates
  • Tax Compliance & Reporting for Estate, Gift & Trusts

Service Specialists

Aubrey Lynch

CPA | Principal

Robert Stanell

CPA | Managing Principal

Susan Thompson

CPA | Principal