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Estate Planning and Administration

Overview

We take a personalized approach to financial and estate planning, providing the highest level of service while being respectful and efficient with a client’s time. Our trusts and estates attorneys, distinguished by their attentive service and legacy of excellence, have provided expert guidance in financial and estate planning, trust and estate administration, and related probate proceedings for more than a century.

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Our clients
We counsel high net worth individuals and families, structuring plans to advance client goals, optimize tax results and preserve wealth.

Our practice
We act as legal advisors and, in many cases, fiduciaries, providing service as personal representatives, 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
  • Entity transition planning
  • Employee benefit planning
  • Charitable gift planning
  • Providing advice to private foundations 

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
  • Offer counsel on governance, grantmaking and succession issues particular to multi-generation private foundations

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