Ramsbacher Prokey Leonard LLP has been in existence for more than 25 years and draws upon more than 120 years of collective experience to provide trusted counsel and innovative, practical, and cost-efficient solutions to meet our clients’ complex and varied legal needs. The individuals we work with—successful entrepreneurs and executives, family business owners, venture capitalists, investors, winery and agribusiness owners, plus their advisors and fiduciaries—rely on our judgment, insight, and expertise for reliable, actionable advice. We develop close, mutually beneficial relationships that enable us to provide effective counsel over multiple generations.
Representation tailored to individual goals
At Ramsbacher Prokey Leonard LLP, we focus on complementary practice areas, which often intersect. While every client benefits from the collective experience of the firm, our representation is customized to suit your goals, family dynamics, overall net worth and the nature of your assets.
Contingency planning, a term we prefer to estate planning, is the foundation for seeing that a family’s plans and wishes are documented and protected in the event of incapacity or death. Contingency planning using a revocable living trust, pour-over wills, nomination of guardian, durable powers of attorney for assets, and advanced health care directives ensures that your testamentary wishes are carried out while avoiding probate and conservatorship proceedings.
Trust and Estate Administration
Trust and estate administration is the process of transmitting wealth from a decedent to his or her beneficiaries. Many administrations involve a complex blend of tax, trust law, and personalities. Due to our broad experience, our firm is particularly well qualified to handle all aspects of the administration. We represent trustees (including individuals, and corporate and private fiduciaries) and beneficiaries.
Business Planning and Management Succession
Family and closely held businesses are a core competency of our firm. This planning often involves forming, managing, selling, and/or transitioning business entities to accomplish client and family goals.
Family Wealth Planning
Family wealth planning focuses on building, managing, and protecting family assets by constructing multigenerational wealth management vehicles, such as trusts, partnerships, and other legal entities, to efficiently pass wealth to the next generation. While taxes are a threat to wealth preservation, other threats, such as overspending, mismanagement of assets, divorce, and interfamily disputes can be much greater.
Tax Controversy and Litigation
Due to the complexity of the tax code, tax controversy risk is often unavoidable. Our firm successfully represents clients in tax audits, appeals, litigation, and collection matters involving both federal and state taxing authorities. In addition, we incorporate this experience into our planning to reduce the risk of future tax controversies.
Trust and Estate Dispute Resolution
Our firm engages in mediation and other alternative dispute resolution techniques to provide certainty and avoid the expense and delay of protracted litigation. John Prokey serves as either a formal or informal mediator, helping to resolve disputes between family members during the administration process. Our unique approach aims to reach cost-effective resolutions to complex disputes.
We are often hired for special counsel relationships to assist attorneys and other professionals with unique situations and customized representation. We focus on providing advice and opinions to ensure the client’s team of advisors delivers comprehensive representation.