Scott J. DeWeerd
I have the broad expertise and business mindset to provide trusts and estates, tax and asset protection planning through each phase of the economic lifecycle. In this area of law, clients seek my expertise because they’ve been enormously successful and want to protect that success. They’ve lived interesting lives, accumulated wealth and have purposeful intentions for what that wealth can do to enhance the lives of their family, friends and people in the communities they belong to. I consider it a privilege to walk alongside my clients, listen to their values and create a plan that excites them. Because I’m proficient in trusts and estates and business, funds and investments and tax planning, I approach my clients’ aspirations uniquely. I deploy tactics that deflect harmful business or tax consequences to ensure their objectives are carried out as intended.
Scott DeWeerd focuses his practice on trusts and estates and the business, investment and tax aspects that are crucial to wealth accumulation, preservation and transmission. Much of his work consists of preparing trusts and estate plans for high-net-worth individuals and families, but also extends to family offices, closely held businesses, succession planning, executive compensation, securities law aspects of direct investments, international tax matters, estate planning with retirement assets, charitable giving, tax-exempt organizations, and trust and estate administration and litigation.