Introduction

Sean Young is a Senior Associate in the Advanced Planning & Family Office Practice Group at Handler Thayer, LLP. His practice is focused on trusts and estates, taxation and advanced planning matters. Sean has extensive knowledge in the areas of income and transfer taxes, estate planning, retirement funding, investment management, asset protection and business succession. He has worked with a diverse client base of C-suite executives, business owners and affluent families. Sean’s broad experience ranges from practicing law to leading teams of professionals in the wealth management industry through all aspects of wealth planning and investment management. 

Taxation. Sean provides legal guidance to individuals and businesses helping clients understand complex tax laws, regulations and policies at the federal, state and municipal levels, ensuring compliance with tax laws and tax strategy implementation and optimization. 

Trusts & Estates. Sean guides his clients through a full range of end-of-life arrangements by carefully drafting comprehensive core estate plans, advising on federal and state income and transfer tax implications and navigating complex family dynamics. Sean also helps his clients implement asset protection and family succession strategies for closely held businesses.  

Advanced Planning. In addition to core estate planning, Sean works with clients on their advanced planning needs for gifting, asset protection and overall income and transfer tax efficiencies. Sean also serves clients through the creation of various entities and trusts for the benefit of future generations through the establishment of family offices. 

Sean earned his Master of Laws (LL.M.) in Taxation, with honors, from the John Marshall Law School, his Juris Doctor from the University of Dayton School of Law and his Bachelor’s Degree in Economics from the University of Cincinnati. Sean is also a CERTIFIED FINANCIAL PLANNER™ professional.