Hobie Hotard counsels high net worth individuals, families, and closely held businesses on estate and trust planning, business succession planning, tax compliance, and the potential impact of new and emerging tax legislation. Hobie works with clients to prepare wills, trusts, powers of attorney, and marital property agreements. He also works with clients in succession matters and advises them on preparation of federal gift and estate tax returns. Hobie understands the highly sensitive nature of business succession planning and helps clients identify their unique goals, negotiate parties’ complex needs and interests, and navigate changes in control — all with the goal of preserving wealth and helping ensure business longevity. He also works with family offices and foundations to establish and administer charitable giving plans.