Mr. Whittenburg helps clients manage and protect accumulated wealth. He develops personalized estate planning solutions that are carried out the way each client intends, maximizing financial benefits while minimizing taxes. Although many estate plans will provide for the distribution of assets that occur after death, he can create a variety of trusts and lifetime gifts to shelter family assets from creditors and divorce and minimize tax impact, and establish independent asset management arrangements for convenience. Whether a wealth and estate plan involves only a will or a series of complex business entities and trusts, he will work with executors and administrators to see that all the details are handled properly, honoring his clients’ wishes while protecting their heirs.