After nearly fifty years of practicing law, many of which were spent as an estate planning attorney, Alan Linker understands what his clients want—and how to achieve it. He seeks practical solutions for each client that prioritize their unique needs and goals regarding the disposition of their assets both during life and after death. Alan is adept at implementing various estate planning strategies to minimize or eliminate transfer tax burdens for his clients and their loved ones. His clients can count on him to be responsive, efficient, and informative while they collaborate with him to create a personalized plan.

Alan’s practice also encompasses business and corporate law. His knowledge of business law enhances his estate planning practice, enabling him to consider the business needs of his corporate estate planning clients. 

capabilities, successes, and assignments

• Manages wealth transfer arrangements, gifts, and legacies that help clients meet goals.
• Works with estate plans of high-net-worth individuals, corporate executives, and their families.
• Handles mergers and acquisitions.
• Structures businesses and business transactions, including stockholder and member agreements.
• Reviews assets and liabilities, determines titles to property, examines gift tax returns and prior deeds, calculates estate and gift tax obligations.
• Prepares wills, various trust agreements, and all ancillary documents.
• Works with accountants, insurance agents, and financial advisors to ensure optimal planning and implementation for clients.

Primary Practice

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