Trusts, Estates and Fiduciary Management
Our Trusts and Estates lawyers provide guidance on matters involving estate and tax planning, estate settlement and trust administration. In all areas, our priority is to understand our clients’ goals, concerns and circumstances and then provide counsel that is not only technically sound but tailored to each individual client’s needs. Our commitment is to offer a consistent and personal level of service to all clients and their families.
Estate Planning
A wide variety of families and individuals including business owners, executives of public and private companies, professionals, retirees, philanthropists and sophisticated private investors rely on us for estate planning advice during all stages of their adult lives, often in consultation with those clients' other professional advisors. We assist them with a full range of services from simple wills to the most sophisticated gift, estate and generation-skipping transfer tax-savings techniques that utilize various types of trusts, other entities (such as partnerships, limited liability companies and foundations) and charitable-giving vehicles. We have prepared a brief synopsis entitled Estate Planning 101 for Connecticut and New York which we trust will be helpful to clients beginning the process.
>> Download our Estate Planning Checklist
Estate Settlement
Trust Administration
Fiduciary Litigation
Primary Contacts
Trusts and Estates Brochure
