Trusts & Estates
Recognized strength in protecting and preserving wealth.
Our nationally recognized Trusts & Estates group represents highnet-worth individuals, professionals, executives, owners of closely held businesses, and their families in the areas of estate planning, tax, trusts, business succession planning, charitable giving and elder law. Our strategies are designed to meet each client’s unique needs and to effectuate estate and income tax savings through the use of wills, revocable and irrevocable trusts such as life insurance and charitable trusts, family limited partnerships, and other tools.
The group also routinely handles estate and trust administration including probate and accounting matters, preparation of federal and state estate tax returns, estate and trust litigation when necessary, and client representation in all tax matters, including audits and appearances before courts and administrative agencies such as the Internal Revenue Service.
To assist clients in the transitioning of closely held business interests to the next generation and beyond, the group works closely with members of our Corporate and Tax groups. Through this teamwork, we efficiently identify and resolve difficult and contentious issues while successfully implementing our client’s objectives.
Given the changing pattern of wealth and tax laws, philanthropic interests and tax savings are often linked. Through the use of planned giving techniques, the group is adept at balancing philanthropic desires with individualized estate planning, as we place greater priority on meeting human objectives than merely minimizing taxes.