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!
