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.
- 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
November 25, 2019
December 4–7, 2018
November 19, 2018
Presentations and Events
Speaker | Advising UHNW Families During a Period of Seismic ChangesOctober 14, 2020
PresenterJune 8, 2020
Trusts and Estates Practice Group of BMO Financial GroupSpeaker | Heckerling 2019 RoundupMarch 18, 2019