Trusts, Estates & Private Wealth Management

The Trusts, Estates, and Private Wealth Management practice provides comprehensive legal counsel to individuals, families, fiduciaries, and family offices on the preservation, transfer, and stewardship of personal and generational wealth. With a focus on tax efficiency, family governance, and asset protection, attorneys in this practice craft tailored strategies that reflect clients’ financial goals, values, and legacies.

This practice serves high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs), business owners, executives, and multigenerational families with domestic and international interests.

 

Core services include:

  • Estate Planning and Wealth Transfer
    • Designing and implementing wills, revocable and irrevocable trusts, generation-skipping transfer (GST) strategies, and other tools to minimize estate and gift tax exposure while achieving personal and philanthropic objectives.
  • Trust Administration and Fiduciary Counseling
    • Advising trustees, executors, and fiduciaries on their legal duties, distribution strategies, investment management, trust modification, and beneficiary communications.
  • Tax Planning and Compliance
    • Structuring estate, gift, and generation-skipping tax strategies; preparing IRS filings (e.g., Form 706, 709); and advising on income tax considerations for complex trusts and estates.
  • Business Succession Planning
    • Crafting succession plans for closely held businesses and family enterprises, including family limited partnerships, buy-sell agreements, and governance structures to ensure smooth leadership transitions.
  • Charitable Planning and Philanthropy
    • Advising on the formation and operation of private foundations, donor-advised funds, charitable trusts, and planned giving strategies to support long-term philanthropic goals with tax efficiency.
  • Asset Protection and Risk Management
    • Developing domestic and offshore structures to safeguard personal and family assets from potential liabilities, creditor claims, or marital disputes.
  • Family Governance and Legacy Planning
    • Facilitating family meetings, education, and governance planning to promote intergenerational communication, stewardship, and alignment around shared wealth values.
  • International Estate and Tax Planning
    • Advising globally mobile families on cross-border estate planning, pre-immigration planning, foreign trust compliance, FATCA reporting, and international tax treaties.

The following individuals practice in this area:

Joseph Bohling
Alexandra Ong
Andrew Toig

Meet with us…

We negotiate, document, and provide follow-on legal services for equipment manufacturers, distributors, dealers, and lessors worldwide.

 

Over many years, our attorneys have successfully negotiated, documented, and closed a vast array of business transactions, including manufacturer-dealer relationships as well as business purchases, sales, leases, and financing transactions throughout North America and in over 20 countries.

 

To schedule a consultation with one of our experts, please complete form below.

Joseph E. Bohling, Esq., is a distinguished legal professional with a dynamic career spanning prestigious automotive OEMs, global manufacturers, educational and healthcare institutions, private equity, venture capital, and publicly traded companies. Recognized as a thought leader in global business strategy and human capital development, Joseph has served as a top global Legal-Human Resources-Total Rewards officer and premier Executive Coach to corporate senior leadership.

Having successfully fulfilled CEO, COO, CHRO, and In-House Counsel roles for organizations ranging from Global 1000 corporations to small and midsize companies, he has consistently catalyzed transformative growth across diverse sectors including manufacturing, professional services, and healthcare. 

Mr. Bohling’s practice focuses on the following:

 
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Alexandra Ong is a J.D. graduate of the University of Denver Sturm College of Law. Originally from Fort Worth, Texas, she earned her B.B.A. in Management with a Pre-Law focus and a Certificate in International Business Studies from Mays Business School at Texas A&M University, graduating magna cum laude.

 

While in law school, Alexandra served as the Senior Editor for Race to the Bottom, the university’s business law blog. She also served as a student attorney in the Community and Economic Development Clinic, where she provided pro bono legal counsel to nonprofits and small businesses. Alexandra is also a published contributor to Colorado Evidence Courtroom Manual (2024–2025 and 2025–2026 editions).

 

Since joining JWL in 2023, Alexandra has worked on a range of complex matters and is experienced in international legal research, contract drafting, and regulatory analysis.

 

Ms. Ong works with our attorneys in the following areas:

She can be reached via telephone at (866) 582-2586 and via email at ALO@jwlinternational.com

Andrew Toig, Esq. serves as Of Counsel to JWL International, where he specializes in complex domestic and international commercial transactions and outside general counsel services. 

Mr. Toig’s practice spans equipment, telecommunications, secured transactions, international business law, corporate governance, and technology partnerships. He brings extensive experience in contract drafting and negotiation, regulatory compliance, and risk management, delivering pragmatic legal solutions that balance business objectives with risk mitigation.

A graduate of Duke University School of Law, Mr. Toig contributes significant in-house corporate experience. He previously served as Associate Corporate Counsel for DISH Network and as Legal Fellow with Denver Water’s Office of General Counsel, where he advised on water rights, infrastructure development, and compliance matters.

A Colorado native and graduate of Colorado College, Mr. Toig founded the Law Students for Accessibility organization at Duke Law School and remains active in advocacy as a member of the Colorado Disability Bar Association. He serves as a board member of the Colorado Insurance Council and is an active member of the Greater Englewood Chamber of Commerce and Colorado State Bar Association.

In addition to the focuses below, he also has knowledge in: Regulatory Compliance and Risk Management, Contract Drafting and Negotiation, Corporate Governance Matters, and Privacy and Data Security.

Mr. Toig’s practice focuses on the following:

Mr. Toig can be reached at (866) 582-2586 or ART@jwlinternational.com

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