Bomie Leonard

Trusted, tailored counsel for estate planning and wealth preservation

Bomie Leonard is a trusted counsel to individuals and families in wealth transfer and estate planning; federal estate, gift and generation-skipping tax planning; estate and trust administration; and business planning. She is also experienced in charitable planning, both for individual donors and charitable organizations. Bomie counsels clients on:

• The minimization of estate, gift and generation-skipping transfer taxes
• Sophisticated estate planning techniques
• Creation and operation of family limited liability companies
• Planning for closely held businesses
• Charitable giving

From structuring estate plans to family businesses, Bomie works closely with her clients to design, implement and maintain customized structures that are tailored to their goals.

• Designs core estate planning documents, including wills, trusts, powers of attorney for property, powers of attorney for health care and living wills.
• Creates estate planning vehicles to accomplish clients’ estate and tax planning goals, such as qualified domestic trusts, irrevocable life insurance trusts, intentionally defective grantor trusts, special needs trusts and beneficiary defective inheritor’s trusts.
• Represents fiduciaries in estate and trust administration.
• Advises business owners on succession planning to transition wealth to family members.
• Creates tax-exempt entities, including private foundations and public charities, and assists in obtaining and maintaining federal tax exemption.