Trusts and Estates
Shipman & Goodwin has one of the state's leading Trusts and Estates practices. Our Trusts and Estates attorneys offer estate and tax planning for a wide range of individuals, including owners of small businesses, executives of public and private companies, other professionals, retirees, philanthropists, and sophisticated private investors. Our attorneys also work extensively in the areas of estate settlement and trust administration. They are supported by a staff of experienced paralegals and bookkeepers. Among the services provided by members of the group are the following: Estate Planning Members of the Trusts and Estates group provide estate planning advice to clients during all stages of their adult lives. The planning ranges from simple wills to the most sophisticated tax savings techniques utilizing various types of trusts, other entities (partnerships, limited liability companies, foundations, etc.) and charitable giving vehicles. We pride ourselves on our ability to understand our clients' personal goals and concerns and overall financial and family situation, which allows us to provide counsel that is not only technically sound but tailored to each individual client. Estate Settlement The Trusts and Estates group is actively settling upwards of fifty estates at any given time. Our depth of experience and sophistication of systems allow us to provide comprehensive services in the probate arena as well as in the preparation and filing of death tax returns and fiduciary income tax returns. In addition, the group represents and advises fiduciaries actively settling estates. Trust Administration The Trusts and Estates group actively administers over 400 trust accounts for which members of the firm serve as trustees. With the assistance of outside investment advisors, all portfolios enjoy continuous investment supervision and are reviewed formally at least quarterly. In addition, monthly statements and annual accountings are provided, and income tax returns for the trusts are prepared. Most importantly, members of the practice offer a consistent and personal level of service to our trust clients and their families. In addition, the group represents and advises trustees actively administering trusts.
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