Sooner or later most clients have to face the task of moving assets out of their estate. Planning the disposition of an estate often requires input not just from timberland consultants, but also from attorneys, tax advisors, CPAs and other asset class managers. Because we have working knowledge and experience with all the issues involved, we often assume the role of coordinator among all the specialists to craft the estate plan efficiently.
We have found over the years that the families who are able to transition to the next generation without strife are the exception, not the rule. Competing interests, emotions and desires are to be expected and need to be addressed from the very start. They never simply go away, but patient resolution with the aid of an impartial party is the best way to arrive at a solution comfortable to all.