Overview
Nutter has provided expert guidance in financial and estate planning, trust and estate administration, and related probate proceedings for more than a century. Our trusts and estates attorneys are distinguished for their attentive service and tradition of excellence.
Our clients
We counsel executives and owners of closely held businesses, designing plans to preserve corporate assets, effectively utilize employee benefits and address other specialized matters.
Our practice
We act as legal advisors and, in many cases, fiduciaries, providing service as executors, trustees, and guardians. We consistently take a big picture approach, assuring that immediate and long-term implications of decisions are balanced, while not losing sight of the details of individual and family interests. Our services include:
Financial planning
Personal estate planning
Tax planning and tax return preparation
Trust and estate administration
Post-death tax planning
Probate needs
Investment and trust administration services
Services for executives and owners of closely held businesses, including plans to preserve and control corporate assets
Employee benefit planning
Our clients count on us to:
Provide estate planning for individuals to minimize taxes and preserve assets for future generations through charitable and noncharitable giving, intra-spousal transfers and the use of lifetime trusts, preparation of wills, insurance trusts, GRATS and other testamentary dispositions of property
Assist in tailoring financial plans to meet their individual objectives and needs in a changing tax climate
Offer estate planning services for nonresidents holding assets in the United States, as well as for U.S. citizens with substantial assets abroad
Assist with the preparation and filing of federal and state income tax returns
Preserve capital and facilitating the transfer of wealth through administration of estates and post-death tax planning, by serving as executors and trustees, which includes handling probate and similar proceedings, post-death tax planning, fiduciary accounting, and preparation of income and estate tax returns
Provide representation in probate and other courts involving equitable relief, will contests, estate disputes, adoptions, partitions of property, and actions for removal of fiduciaries
Nutter Investment Advisors
In conjunction with our subsidiary, Nutter Investment Advisors (NIA), Nutter provides clients and nonclients with complete investment and trust administration services. NIA manages substantial funds, and along with our Trust Department, offers professional investment management, custody, record-keeping and reporting services. Each account is managed separately, depending upon individual or family circumstances and the financial needs and objectives of the investor or trust beneficiary. To learn more click on the link at right.