Our Private Clients lawyers regularly represent executors and trustees in the administration of substantial and complex estates and trusts. We have also represented beneficiaries regarding how to protect their interests in trusts and estates.
Our work in this area ranges from helping clients achieve their estate planning objectives by structuring a transaction for a trustee or executor, to consulting with fiduciaries on sticky issues that arise in the course of administration, to litigating cases where a conflict has arisen.
Client Quote: “An outstanding service-oriented firm. Collaborative with their clients, and focused on providing quality support and advice.”
Chambers USA 2013 - Tax
Our Estate Planning lawyers regularly prepare estate tax returns as part of estate administration work and can defend the positions taken on those returns with help from Private Clients lawyers who focus on tax litigation. We have also worked with clients in the administration of charitable trusts and private foundations.
Publications, Speeches & Presentations
Probate & Property, Real Property, Trust and Estate Law Section, American Bar Association