´╗┐Estate & Trusts

At Judd, Satterfield & Associates, we assist individuals, families, business owners, or other high-net-worth clients to protect, preserve, and pass down what they've worked so hard to build. We also regularly advise corporate trust departments on their fiduciary administrative duties.

We advise clients on the most sophisticated and comprehensive estate and tax planning opportunities available under current law, implementing the most effective planning strategies. We work directly with accountants, life insurance agents, and financial planners to create the best team for our clients.

Our services include:

Business Succession Planning

Charitable Gift Planning

Estate & Gift Tax Planning

Family Limited Partnerships & Limited Liability Companies

Fiduciary Representation

Generation-Skipping Transfer Tax Planning

Contact us for a free consultation.

We are ready to help you!