Overview
Our Trust & Estate attorneys advise on estate, gift and generation-skipping transfer tax planning; charitable giving; business succession planning; international wealth transfer; and related income tax issues. We guide private clients through the complexities of planning their legacies, which often includes preparation of a will and one or more trusts, as well as lifetime planning for illness or incapacity. This often is an ongoing process due to changing family dynamics and circumstances. We are sensitive to the fact that legacy planning often evokes the anxieties and emotions associated with having to consider one’s eventual death and we strive to inspire the confidence of all involved. Our decades of experience help us anticipate potential challenges in trust administration or probate situations and to recommend structures that minimize problems.
We favor the team approach to client service and work closely with our clients’ other trusted advisors, such as accountants, investment professionals, corporate trustees, insurance agents, and financial planners to develop comprehensive yet understandable estate plans. We also collaborate with other attorneys in our firm on matters that require expertise in related areas, such as tax, real estate, corporate law and when needed, trust, estate, and probate litigation.
Range of Services
- Domestic and international estate, gift, and wealth transfer planning
- Trust administration
- Probate administration
- Pre-immigration tax planning
- Related income tax planning
- Business succession planning
- Planning for retirement benefits
- Assistance with contested matters
