Trusts, Estates & Private Clients

Effective estate planning isn’t just about a will. It’s about protecting legacies, preserving generational wealth, minimizing taxes, and ensuring wishes are carried out with precision and care.

Our team advises individuals, families, and business owners on all aspects of estate tax planning, gift tax strategies, income tax planning, and generational wealth transfer. Our customized estate planning solutions are tailored to each client’s unique situation and may include charitable trusts, private foundations, grantor retained annuity trusts, dynasty trusts, life insurance trusts, spousal lifetime access trusts, intentionally defective grantor trusts, business succession planning, among other approaches.

Our practice chair is dual-licensed as an attorney and Certified Public Accountant, and many others on our team hold a Master of Laws in Taxation, delivering deeper insight at the intersection of legal and tax considerations. By integrating tax law knowledge with strategic planning, we help clients build efficient, compliant, and future-focused estate plans that protect assets and honor their legacy.

Administering an estate can be complex—especially when it’s contentious or involves businesses, real estate, or international assets. We guide executors, trustees, and other fiduciaries on all aspects of trust and estate administration, including probate proceedings, asset distribution, tax compliance, and fiduciary duties.

Our team guides our clients as they administer estates and trusts of all sizes and complexities, including those holding closely held businesses, real estate, and other assets. We also regularly assist clients with inheritance disputes, trust and estate litigation, guardianship matters, and estate audits.

From routine filings to multi-jurisdictional administration, we facilitate the administration of trust and estate.

Disputes involving wills, trusts, and fiduciary conduct require both precision and diplomacy. We represent individuals and institutions including banks, trust companies, universities, and other charitable and non-profit organizations—both as beneficiaries and fiduciaries—in complex disputes involving wills, trusts, estates, guardianships, and fiduciaries. We regularly handle will contests, claims of undue influence or lack of capacity, claims involving breach of fiduciary duty, contested accountings, disputes involving the validity or use of powers of attorney, guardianship proceedings, and disputes over the interpretation or validity of estate planning documents.

Our litigators appear in probate, surrogate, and chancery courts. We often serve as mediators of disputes before those courts. Those courts often appoint our attorneys in fiduciary roles. We are well-equipped to resolve disputes involving trusts, estates, gifts, guardianships, powers of attorney, family businesses, foundations, and charitable gifts.

Whether negotiating a resolution, litigating in court, or investing in alternative dispute resolution mechanisms, we help our clients develop and execute the right solution.

Cross-border wealth brings complex legal and tax challenges. We advise international families, high-net-worth individuals, and fiduciaries on cross-border estate planning and international tax strategy to ensure wealth is preserved throughout generations. Our International Tax Group has a forward-looking approach to advising the global family that addresses both current and emerging tax issues across jurisdictions, as we guide clients through every stage of their family and business life cycles.

We regularly advise on the use of trusts, foundations, holding companies, and corporate structures across jurisdictions, including Latin America and Europe. Our services include pre-immigration planning, inbound and outbound investment structuring, trust and entity domestication, and federal tax compliance. We also assist with probate and trust administration involving both foreign and US assets and advise family offices and financial institutions on US withholding, reporting, and regulatory matters.

With deep international tax, trust, and estate experience, we deliver tailored solutions for managing global wealth with confidence.