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Wealth Management

Kasem Ko serves a wide range of individuals and families by focusing on individual needs and providing personalized planning. We advise clients in a broad range of estate planning, nonprofit and charitable counseling, and related matters, including gifts, wealth transfers, valuation issues, and planning for generational transfers of interests in closely held businesses. Our attorneys always begin the process by meeting with our clients to review and discuss their lifetime plans and financial requirements. We subsequently custom tailor plans to serve our clients' needs. Our services include:

  • Business succession planning;
  • Tailoring estate plans to the needs of family members in all generations;
  • Developing creative and effective techniques to transfer wealth;
  • Planning for distributions of retirement benefits;
  • Community property planning;
  • Prenuptial agreements and other property agreements;
  • Guardianship authorizations and health care proxies;
  • Charitable bequests and contributions;
  • Charitable and other nonprofit advisory services;
  • Resolution of disputes arising from trust and estate matters, including litigation, mediation, arbitration, and other forms of alternative dispute resolution in State and Federal courts.
Trusts and Estates

Our attorneys prepare wills and all manner of trust agreements. The trusts and estates practice includes routine wills, complex plans for large estates, and special comprehensive estate planning for professionals and executives. Our attorneys design estate plans ranging from simple to complex, while relying on our firm's considerable expertise and resources in related practice areas of real estate, employee benefits, and business transactions. Our services encompass the full range of economic wealth: real estate holdings, stock and bond portfolios, closely held partnerships and corporations, and significant employee benefits. Planning of this nature includes providing for the special needs of family members, protecting family assets, and assuring professional management of these assets.

We often help our clients achieve tax savings by establishing trusts for the benefit of family members. We also advise our clients about the many forms of charitable giving.

Family Businesses

Kasem Ko provides owners of closely held businesses with specialized legal solutions to meet their needs. We assist business owners with plans designed to allow families to retain control over their business while minimizing taxes. Our lawyers assist our business clients in transferring ownership and control of their businesses efficiently, using restrictive shareholder and partnership agreements, reorganization of corporations, operating agreements of LLCs, and a variety of other strategies.

We work closely with the client to ensure that the plan implemented is practical, flexible, and consistent with the owners' goals and business needs. When necessary, we design techniques to withdraw cash from businesses to meet family needs during the principal owner's life, as well as at death.

Nonprofit and Charitable Advisory Services

Kasem Ko provides charitable and other nonprofit organizations with comprehensive advice on a wide range of issues, including organizational, fundraising, compliance, planning, governance, risk management, and employment matters. We enable charities and other nonprofits to operate successfully in the increasingly complex, regulated, and competitive environment facing nonprofit organizations today.

In addition, we are available to act as principal outside counsel for these organizations in contractual negotiations, real estate and other transactions, organizational restructurings, environmental matters and general litigation matters. We also counsel organizations on employment and compensation matters, such as termination of employment and compliance with applicable labor and employment laws.