At Wegman Hessler, we recognize that the accumulation of wealth is only part of the story—the future financial security of your family and the transfer of wealth to loved ones (or other beneficiaries) is just as important.
Routinely working with principals of family-owned and closely-held businesses, our Trust and Estate Team attorneys are well-versed in the creative thinking and legal expertise required to manage the complexity of issues that face business owners and high-net-worth individuals when planning for the future.
We are known for providing sound legal counsel relating to all aspects of estate planning, including trust design and administration, wealth preservation and its eventual transfer to others. This includes advice concerning current tax laws, as well as keeping you informed on methods to minimize taxes upon the transfer of assets at death or by gift. We also collaborate with your financial planners, accountants, and other trusted advisors to create a customized plan to help you take advantage of any and all available tax benefits and gifting options.
Mourning the loss of a loved one is difficult enough. Proper estate planning can be a valued gift for those you leave behind. From preparing wills to complex trusts to navigating family disputes, we help you anticipate and prepare for what's ahead.
Interested in learning more? We invite you to get in touch.
Trust and estate planning attorneys Peter Hessler, Stephanie Lankhorst, Erika Apelis and Rachel Lyons.
Estate planning can be complicated. Relationships... family matters... business assets and accounts. We help untangle the details to allow for a smooth, efficient transition that beautifully reflects your preferences and wishes.
With deep experience in family-owned businesses and high-net-worth estates, we help you uncover and address any unique considerations, with strategies and creative ideas to help you preserve estate wealth and minimize taxes.
Protecting Your Legacy
We help guide you through the considerations and best practices of estate plans to help ensure your wishes are followed. From foundations and trusts, to the transfer of wealth, we help ensure your legacy is secure.
Let's have a conversation...
If you're a business owner, operator or individual looking for a trusted advisor on wills, trust and other estate matters, click the button below to access my calendar and schedule a no-cost, no-obligation call to see what Wegman Hessler can do for you.
Meet the Team
Clients... Need a review of your Trust and Estate plans?
Schedule time with our paralegal professionals
OSBA certified paralegals Karen Smolen and Linda Hubach
There have been changes in several the laws affecting the administration of estates and trusts. These changes may warrant a review and re-assessment of your estate plans and related documents, as updates may be necessary. If you are a client of Wegman Hessler and would like a courtesy review of your current plans, please schedule time with our paralegal team members.
Our Firm's Areas of Specialty
(Click each to expand)
Operations + Strategy
Business operations optimization
Supply chain issue management (including international)
Contracts and agreements (including annual corporation filings)
Product liability and recalls
Expansion + Growth
Intellectual property protection (trademark + patent)
Competitive strategy, using legal discipline for business advantage
Mergers and acquisitions
Dealer network development, improvement, management
Real estate (lease agreements, purchase, use agreements)
Strategic incorporation and structure
Continuity planning and preparation
Trust and estate planning
Family Law and Divorce
Preparation for acquisition
Positioning family-owned tool & die shop for eventual $2 billion acquisition