Laura S. Carlson

Estate Planning and Related Work

Laura assists individuals in estate planning and trust and estate administration, including:

• Tax planning
• Drafting wills, trusts, powers of attorney and other wealth transfer documents
• Valuation analysis of business assets
• Succession planning
• International estate planning
• Formation of trusts
• Formation of entities for estate planning and corporate purposes
• Charitable planning
• Asset protection
• Gifting and transfers of assets

She structures intergenerational transfers such as sales to defective trusts, grantor trusts, qualified personal residence trusts and grantor retained annuity trusts.

Private Business Representation

Laura also works with private and family-owned businesses on:

• Organization
• Choice of entity and structuring
• Buy-sell agreements
• Succession planning
• Recapitalizations
• Joint ventures
• Employment and consulting agreements
• Buying and selling businesses

Corporate Background

Laura spent the first half of her career as a corporate partner, working in mergers and acquisitions and corporate counseling of private businesses. Her corporate background uniquely positions her to work with clients with significant family or closely held business assets. Laura also advises clients on gifting techniques using public company options.