Our Trusts and Estates team can help you plan for and administer the efficient transfer of assets to spouses, children, charities, personal and closely held business planning, estate and trust administration and issues arising from the repeal and reinstatement of estate tax. Understanding your objectives is our first priority.
We work with clients to help them achieve their goals with respect to wills and trusts, charitable giving, family-owned business succession planning, international estate planning, education funding and estate and trust administration. We assist both individuals and fiduciaries including professionals, corporate executives, trust companies, business owners and multigenerational families with significant wealth to achieve their business, financial and family objectives efficiently and at the lowest possible tax cost.
We help clients structure family businesses to achieve long-term family goals, plan for generational transitions and address matters involving control and the division of wealth. We also provide estate planning to individuals and families, including the planning and preparation of wills, trusts and related estate-planning documents, as well as insurance planning and charitable giving.
We also assist clients with estate and trust administration, from considering key tax planning. Our team has experience in all phase’s estate and trust administration, including the long-term administration of trust accounts.
When necessary, we combine our experience with the trial specialists in our Trusts & Estates Litigation team to help our clients through any required dispute resolution processes.