Individual Clients

Overview

Plan for today, prepare for the future

Carmody’s Individual Clients Practice focuses on serving the unique needs of individuals, their families and fiduciaries, as well as a broad range of tax-exempt entities.  We provide a complete range of services to assist you with strategic planning and counsel to minimize taxes, maximize and preserve wealth, and prepare future generations for success.  Estate and trust planning and philanthropic giving are among the comprehensive tax-related services we offer to clients. Through close collaboration with our corporate, employment, real estate, trial, and environmental lawyers, and with our clients’ tax advisors, we are focused on achieving your individual and business objectives.

Services

Trusts & Estates

Business Succession Planning

Probate Litigation

Tax Exempt Organizations and Nonprofits

Elder Law, Disabilities and Special Needs Planning

Industries

Healthcare

learn more

Financial Institutions

learn more

Energy

learn more

Education

learn more

Alcohol Regulatory & Distribution

learn more