Trusts & Estates

Our Trusts & Estates team advises individuals, families, and business owners on matters involving the preservation, transfer, and administration of wealth. We take a comprehensive approach to estate and tax planning, addressing both personal and business considerations with careful attention to each client’s long-term objectives.

Our work often involves the design and implementation of sophisticated planning structures that account for evolving tax laws, family dynamics, and the complexities of closely held businesses. We assist clients in planning for incapacity, navigating long-term care concerns, and preparing for generational transitions—whether through trusts, wills, or other mechanisms aligned with their goals

In addition to planning, we handle all aspects of estate and trust administration, guiding fiduciaries through their responsibilities with clarity and precision. We also represent clients in contested matters, including will and trust disputes, fiduciary litigation, and other probate-related conflicts.

The team’s experience spans everything from foundational estate planning documents to advanced wealth transfer strategies. Our work is frequently integrated with that of financial advisors, accountants, and other professionals to ensure a cohesive and tax-efficient plan.

Whether addressing the needs of high-net-worth families, structuring shareholder arrangements in family-owned enterprises, or resolving estate controversies, we provide counsel grounded in sound judgment, technical acumen, and a deep understanding of our clients’ priorities.