Estates and Trusts

The Estates and Trusts practice group assists multigenerational families, blended, and LGBT families with all aspects of estate planning.

The planning process may involve preparation of living trusts and wills, financial powers of attorney, advance healthcare directives, charitable trusts, special needs trusts and irrevocable life insurance trusts. Here are some of the ways our attorneys can help you protect your estate.

Business and Succession Planning

We design business succession plans and offer innovative solutions to help clients plan for the death, retirement or incapacity of senior family members. By utilizing estate planning and business planning tools, we can help to minimize a client’s taxes and other expenses and provide a mechanism for the continued operation of the business for the next generation.

Advising Fiduciaries

We counsel individual, professional and corporate fiduciaries, including bank trust departments, regarding the administration of trusts and decedents’ estates, elder law, end of life decisions and preparation of estate and gift tax returns.

Wealth Preservation and Charitable Planned Giving

For clients with taxable estates, we develop plans to transfer wealth in a tax-efficient manner through leveraged transfer techniques such as sales to intentionally defective grantor trusts, grantor retained annuity trusts, qualified personal residence trusts and irrevocable life insurance trusts. For clients who are charitably inclined, we establish and structure split interest trusts such as charitable remainder trusts and charitable lead trusts.

Specialized Estate and Trust Practice Group Services

  • Sophisticated estate planning and estate and trust administration
  • Minimization of potential estate and gift tax consequences
  • Family limited partnerships and LLCs
  • Charitable planned giving for individuals and families
  • Post-death administration
  • All aspects of trust and estate litigation
  • Mediation and family facilitation