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Estate Planning for Individuals and Families

Overview

Nutter takes a personalized approach when representing families, by providing the highest level of service while being respectful and efficient with a client’s time. Our private client attorneys, distinguished by their attentive service and legacy of excellence, have delivered expert guidance in financial and estate planning, trust and estate administration, and related probate proceedings for more than a century.

Our Clients
We counsel individuals and families of varying financial means, as well as fiduciaries, on structuring plans to advance client goals, optimize tax results and preserve wealth for future generations.

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, analyzing both the immediate and long-term implications of decisions, keeping in focus the details of individual and family interests. Our services include:

  • Advice to private foundations and other tax exempt organizations on governance, grantmaking and succession issues
  • Multi-generational estate planning, including for nonresidents holding assets in the United States, as well as for U.S. citizens with substantial assets abroad
  • Tailoring wealth management strategies to meet clients’ individual objectives and needs in a changing tax climate
  • Business/entity succession planning
  • Planning for employee benefits
  • Charitable giving
  • Estate administration and cases before the Probate Court
  • Income, gift and estate tax audits
  • Change of domicile planning and audits
  • Coordination with tax advisors on the preparation and filing of individual and family federal and state income tax returns
  • Post-mortem planning

View Practice Team

Representative Matters

Representative Matters

  • Advised executives of publicly traded companies regarding estate planning opportunities

    Nutter advised executives of publicly traded companies regarding estate planning opportunities with corporate stock subject to SEC reporting obligations, including lifetime QTIP trusts for the spouse, charitable remainder trusts, dynasty trusts, and charitable foundations.

  • Business succession and tax planning for owners of closely held businesses

    Business succession and tax planning for owners of closely held businesses including advising multiple generations on planning opportunities surrounding the sale of a $300 million family business.

  • Completed a closing agreement with the IRS to resolve audit issues

    Nutter completed a closing agreement with the IRS to resolve audit issues for an estate embroiled in fiduciary litigation. 

  • Represented the beneficiaries of a $700 million estate

    Nutter represented the beneficiaries of a $700 million estate on questions surrounding tax apportionment, allocation of expenses, and funding of trusts.

News & Insights

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Experience

  • Advised executives of publicly traded companies regarding estate planning opportunities

    Nutter advised executives of publicly traded companies regarding estate planning opportunities with corporate stock subject to SEC reporting obligations, including lifetime QTIP trusts for the spouse, charitable remainder trusts, dynasty trusts, and charitable foundations.

  • Business succession and tax planning for owners of closely held businesses

    Business succession and tax planning for owners of closely held businesses including advising multiple generations on planning opportunities surrounding the sale of a $300 million family business.

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