When planning individual and business wealth goals, McKinley is known for treating clients as if they were his own friends and family.
McKinley is known for his caring approach in handling the estate and business succession plans of high-net-worth individuals, families, entrepreneurs and nonprofits. Appreciated as a close listener, what McKinley most enjoys is meeting with clients to hear their professional and personal background, who a couple trusts to handle their affairs, and any specific charitable interests of clients. Once McKinley fully understands the goals of each client, he works to ensure transitions can be carried out in the most practical and comprehensive manner possible.
McKinley drafts a broad range of customized planning documents and assists with post-death administration at the estate and trust levels. He helps clients prepare Federal estate tax returns and Federal gift tax returns, with asset protection planning in mind. He is adept at customizing plans such as special needs trusts, guardianships and conservatorships as well as establishing limited liability companies, corporations and partnerships.