Wendi P. Crowe

Wendi Crowe brings experience and knowledge in tax, business succession planning, trusts and estate planning to address the complexities of today’s families. With a down-to-earth, collaborative approach, Wendi guides entrepreneurs in achieving their goals, whether transferring the business to a new owner, to key employees or to family members. Serving diverse private and family enterprises ranging from professional service firms to construction, manufacturing and technology companies, Wendi advises clients at all stages of the business life cycle, including incorporation, ownership structure, partnership and shareholder agreements, acquisitions, divestitures, estate freezes and other restructuring. Her approach to transactions is practical and multi-faceted, addressing the operational, regulatory, tax, succession and estate planning issues facing individuals and family enterprises. Wendi prepares trusts for minors, spouses and dependent adults, family trusts, and wills, powers of attorney and personal (health care) directives. Wendi also advises individuals on owning US property and planning for US citizens and US beneficiaries.