Tax & Estate Planning

Ytterberg Deery Knull’s tax and estate planning team offers a rare depth of expertise in helping clients navigate the complex world of tax law and wealth transfers. Our approach is rooted in understanding that each family’s financial picture and goals are unique, and we develop personalized plans that balance tax efficiency with family harmony and legacy preservation.

“Effective tax and estate planning isn’t just about dollars and cents—it’s about making sure your wishes are honored and your family’s future is secure.”

Edward Deery, Managing Partner

YDK works closely with clients to craft tax strategies that minimize liabilities while ensuring that their estate plans reflect their personal values. Whether it’s structuring trusts, drafting wills, or creating charitable giving plans, we tailor each solution to the specific needs of our clients.

Estate planning is about more than wealth transfer—it’s about protecting loved ones and ensuring future generations benefit from careful planning. Our attorneys guide families through every step of the process, from drafting foundational documents to handling complex issues like business succession and tax mitigation.

Our team stays at the forefront of tax law developments, enabling us to design estate plans that are compliant with the frequently changing regulatory environment. We take pride in creating solutions that not only meet today’s needs but anticipate tomorrow’s challenges.

With deep experience in high-net-worth estate planning, our firm offers clients a broad range of strategies, including lifetime and testamentary gifting programs, generation-skipping trusts, and philanthropic endeavors that align with personal values. Every client receives a customized plan that prioritizes their goals and the long-term sustainability of their estate.

Our experience in managing complex, multi-generational issues allows us to be proactive, ensuring that potential challenges are addressed before they arise. By maintaining close relationships with our clients, we develop plans that evolve with their needs, safeguarding their interests for years to come.