About Tracy E. Lyerly
Tracy Lyerly assists high-net-worth individuals —including closely held business owners, corporate executives and other professionals — transfer wealth in accordance with their personalized estate planning needs and tax planning objectives. She also advises individual and corporate fiduciaries administering trusts and decedents' estates and represents fiduciaries and others in probate matters.
Peace of mind at the crossroads of tax law and family dynamics
Tracy structures and implements complex estate plans that balance family, business and charitable interests and that also incorporate appropriate strategies for tax efficiency and creditor protection.
Practice Focus
- Tax and estate planning
- Preparing revocable and irrevocable trust agreements, nonjudicial settlement agreements and powers of attorney
- Forming corporations, partnerships, limited liability companies and charitable entities
- Drafting and negotiating premarital agreements
- Working directly with family offices
Publications
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November 17, 2022
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November 22, 2021
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September 24, 2021
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January 15, 2021
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November 24, 2020
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November 25, 2019
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December 4–7, 2018
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November 19, 2018
Presentations and Events
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May 20, 2021Presenter
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October 14, 2020Speaker | Advising UHNW Families During a Period of Seismic Changes
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June 8, 2020Presenter
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March 18, 2019Trusts and Estates Practice Group of BMO Financial GroupSpeaker | Heckerling 2019 Roundup