Jonathan C. Windle believes that estate planning should be tailored to the needs of each particular client, and that the process starts with listening to and understanding the client's wishes. Responsive, personal service is also the hallmark of the services that we render in estate and trust administration and estate and trust related litigation. In both planning and administration matters, we often work as part of a team with the client's accountant and financial services advisors, frequently serving as the facilitator of that team, to obtain the best results for the client.

Jonathan C. Windle regularly handles the full array of planning, administration and litigation services, including the most complex. Obviously, tax planning is a key factor in assisting each client achieve that client's goals. This often involves the structuring of various kinds of trusts (such as insurance trusts and charitable trusts or foundations), family limited partnerships or other tax-minimizing estate planning strategies. We also represent clients in tax audits and controversies with the Internal Revenue Service and local taxing authorities.

But our work goes far beyond tax planning. Working closely with our clients, we strive to enable our clients to achieve their underlying dispositiven wishes for their loved ones and their businesses. We help create bonds between generations - enabling families to maintain their values and goals, even as business and personal circumstances change. The wills, trusts, powers of attorney and other documents that we prepare are focused on the objectives they express.

Full Service Estate and Trust Administration

The law offices of Jonathan C. Windle are supported by knowledgeable and experienced paralegals who respond quickly to questions and client requests. We offer a full complement of services in estate and trust administration, including probate, preparation of estate tax returns and fiduciary income tax returns and maintenance of asset accounts.

Advising closely-held businesses

Mr. Windle has represented many family and closely held businesses for years. Jonathan C. Windle has experience in many lines of business and all aspects of business, tax and family law, including the sale of businesses, mergers, employment agreements, intellectual property, environmental liabilities and family law issues. Calling on those resources, we are able to coordinate strategies for the succession of ownership of a business that recognize the goals of the business and needs of the owners, key employees and family members.