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.
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.