Kent M Broach
Wealth Transfer Planning, Estate Planning & Administration
We provide comprehensive representation with respect to estate planning and wealth transfer matters to families, individuals, estates and trusts, closely-held businesses and foundations. We offer our clients a broad spectrum of estate and wealth-transfer planning services to assist in minimizing the impact of taxes and to fulfill our clients' dispositive desires and fiduciary obligations. We strive to combine creativity with practicality in finding appropriate solutions. A significant focus of our practice is advising individuals concerning sophisticated wealth transfer issues. Our services include:
* Administration of decedent's estates
* Advance health-care directives
* Business succession strategies
* Buy-sell agreements
* Charitable gifts
* Charitable trusts
* Estate, inheritance and gift tax returns
* Family foundations
* Gift-tax planning
* Irrevocable trusts, life insurance trusts
* Post-mortem tax planning strategies
* Powers of attorney
* Prenuptial/postnuptial agreements
* Trust administration
* Trust agreements
* Trust and estate controversy
* Trust reformation
* Wills
Certified Estate Planning & Administration Specialist - Indiana State Bar Association
Kent M Broach
Wooden & McLaughlin LLP
1 Indiana Square #1800
Indianapolis IN 46204
Tel: 317 639-6151
Fax: 317 639-6444
Practice Areas
- Banking & Financial Institutions
- Business & Corporate Services
- Health Care
- Tax Advice
- Wealth Transfer Planning, Estate Planning & Administration
Kent's commercial law practice involves providing advice to entrepreneurs and companies with respect to various legal issues that arise during the life-cycle of a business. Kent assists with immediate transactional needs and also helps implement solutions to meet long term business objectives.
Kent's practice and case history in commercial /business law have involved:
* Business-entity selection, formation and planning
* Planning with disregarded entities
* Business Succession planning
* Consummation of asset purchases, sales, acquisitions, mergers and divestitures
* Buy-Sell Agreements and other exit strategies
* Development of Equity and Non-Equity Incentive Plans
* Forward and reverse like kind exchange transactions
* Many aspects of business operations such as asset protection, taxation, and contract preparation and negotiation
The key to wealth transfer planning is defining your goals and objectives; then working with counsel to define the course of action that brings your plan to fruition. Kent has considerable experience in developing comprehensive wealth transfer plans for individuals and families. Such plans are designed to meet clients' primary objectives of providing for their children and grandchildren, while minimizing taxes and protecting assets to the greatest extent possible.
With privately-held businesses, innovative solutions are required to meet client goals. Kent counsels individuals and business owners on the various alternatives for transferring wealth to the next generation while addressing liquidity issues that can often be created by estate and transfer taxes.
Kent’s experience and expertise in wealth transfer planning include:
* Federal gift and estate tax analysis and planning
* Premarital/Postmarital Agreements
* Preparation of estate planning documents (e.g., wills, trusts, powers of attorney and health care directives)
* Counsel and document preparation with respect to life insurance, charitable giving and bequest matters
* Counsel with respect to probate and estate administration matters, including preparation of federal and Indiana death tax returns.
In 2007, Kent was certified by the Estate Planning and Administration Specialty Certification Board as an Indiana specialist in Estate Planning and Administration.
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