Trusts and Estates Attorneys

Our Trusts and Estates attorneys are renowned for their work in estate planning, trust and estate administration, and wealth planning, administration, and disputes. As leaders and teachers in this practice, we have built a reputation for excellence in meeting the needs of individuals and organizations from basic to complex testamentary planning. Our clients benefit from the close collaboration of our litigation, planning, and administration teams. We counsel individuals and business owners in all aspects of estate planning and business succession, providing them with peace of mind and reassurance that their legacy is in the best of hands.  We also represent individuals, businesses and fiduciaries in estate and trust administration proceedings, as well as all manners of litigation. 

Experience

Planning

Our team of attorneys has established experience in estate planning, administration and related matters, including:

  • Wills
  • Powers of Attorney
  • Health Care Directives
  • Revocable Trusts
  • Charitable Trusts
  • Irrevocable Life Insurance Trusts
  • Grantor Retained Annuity Trusts
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Intentionally Defective Grantor Trusts
  • Special Needs Trusts
  • Supplemental Needs Trusts
  • Probate proceedings
  • Trust administration proceedings
  • Preparation and audit of fiduciary income, gift and estate tax returns
  • Allocation and distribution of estate or trust proceeds
  • Business succession planning
  • Asset protection
  • Charitable giving
  • Establishing trust vehicles for minors
  • Guardianship and Conservatorship proceedings for adults and minors
  • Settlement trusts

Litigation

  • Our team of attorneys has recognized experience in litigating a wide range of estate and trust disputes, including:
  • Pre-litigation counsel
  • Will/Trust contests
  • Will/Trust construction disputes
  • Actions for post-mortem reformation or modification of trusts and wills
  • Representation of fiduciaries and beneficiaries at mediation
  • Valuation disputes 
  • Actions for appointment or removal of fiduciaries
  • Claims by heirs for misappropriation or breach of fiduciary duty
  • Actions for accounting
  • Contested guardianship matters 

Clients and Industries

We handle legal matters for individuals and their families, trustees, personal representatives, beneficiaries, guardians, conservators, business owners, closely-held family enterprises, nonprofits, and charitable organizations.

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