Our Trusts & Estates team has the expertise and experience to guide clients through seemingly daunting tasks such as planning for the future or administering the estate of a loved one.
We represent a wide array of clients, ranging from those with minimal assets and basic planning needs to those with substantial and complex assets and circumstances requiring sophisticated tax, asset-protection and business-succession planning. We carefully tailor each estate plan based on the unique needs and desires of the client and on the ever-changing landscape of our legal and tax environment, and we regularly coordinate our planning and implementation efforts with the client’s accountants, investment advisors and insurance professionals.
Our team also has the expertise, experience and sensitivity to guide families and personal representatives through both probate and non-probate issues arising out of the death or incapacity of a loved one. In addition, we often guide trustees and trust beneficiaries (as well as life estate holders and remainder beneficiaries) through the process of forming, administering, modifying and terminating both simple and sophisticated trust arrangements. As trust relationships are often intended to persist for considerable periods of time, the changing circumstances of all parties involved often create difficult legal issues, and we have helped hundreds of settlors, trustees and beneficiaries navigate such issues.
We represent a wide variety of individuals, estates and fiduciaries, assisting in matters such as the following:
- Estate Planning
- Estate, Gift & Generation-skipping Transfer Tax
- Estate & Trust Administration
- Asset Protection
- Business Succession Planning
- Tax-Exempt Organizations
- Special Needs Planning
- Guardianship & Conservatorship