Nyberg & Cassioppi, LLC works with business owners, executives and highly compensated individuals to protect their assets and provide for their families. We set up charitable giving and work to minimize estate and gift taxes.

As former general counsels, our principal attorneys have overarching experience that benefits small and mid-size businesses, entrepreneurs and families. We combine estate planning and business succession planning to meet long-range business objectives.

OUR SERVICES
Wills: Drafting and updating; deciding powers of attorney; advising on contested wills

Trusts: Creating and funding trusts while minimizing estate taxes, avoiding probate, planning business succession, protecting personal assets, and providing for family members with special needs

Taxes: Saving strategies for gift, estate and income taxes

Estate Counseling: For executors, trustees and successor trustees

Estate Administration: Probate and estate administration; and estate tax return preparation

Guardianship: Resolving legal issues concerning the incapacitation or disability of parents, spouse or testators

Long-range planning: Life insurance, retirement, pension and profit sharing advice; business succession planning, Family Limited Partnerships, Grantor Retained Annuity Trusts; generation-skipping strategies; asset protection planning

Real estate: Advising on multi-state ownership of property

PHILOSOPHY
Nyberg & Cassioppi, LLC manages the complex issues of estate and tax planning and communicates them in understandable terms to our clients. Estate planning can get complicated and emotional for those with large estates or complex family relationships. We believe planning is essential to creating an amicable transition to the next generation.

We specialize in the particulars of revocable and irrevocable trusts, charitable foundations, probate administration, family limited partnerships, succession planning, asset protection, and guardianship issues.