Trusts, Estates and Private Clients
/ Trusts, Estates and Private Clients
Our team advise high net worth individuals and families on all aspects of gift, estate and tax planning. We work with our clients to create and implement individualized, sophisticated estate plans, business succession plans, and charitable giving plans.
Our clients include entrepreneurs, owners of closely held businesses, artists and art collectors, multigenerational members of wealthy families.
Practice areas include:
• Estate Planning, including Wills, Testamentary Trusts and Revocable Living Trusts
• Lifetime Trust Creation and Administration, including Irrevocable Insurance Trusts,
• Business Exit/Succession Planning
• Charitable Giving
• Probate and Administration
• Trust and Estate Litigation
/ Corporate and Commercial