Trusts & Estates

     
       

Overview

Increasingly complex tax rules and the variety of assets often found in our clients’ portfolios demand an individualized approach to estate trust and estate planning. With this in mind, Wilson Elser designs estate plans that leverage available tax planning opportunities while demonstrating a keen sensitivity to our clients’ personal, business and charitable considerations.

We specifically take into account federal, state and, when applicable, international, income and transfer taxes in structuring the affairs of clients to best achieve their wealth preservation and multi-generational planning objectives.

Our planning techniques – including trusts, transfers and sales of property, life insurance and charitable giving – are sufficiently flexible to accommodate changes in personal and financial circumstances as well as tax and related laws. They also are designed to avoid uncertainty involving taxes, trust and estate administration, and beneficiary relationship matters. In the event of a dispute, we help identify the most effective approach to achieving resolution, whether through probate litigation, negotiation or mediation and other alternative dispute mechanisms. Our attorneys have extensive experience representing beneficiaries and fiduciaries in a wide variety of contested proceedings, including matters involving guardianship, power of attorney, and the validity of wills, trusts or other estate planning instruments.

Our clients include executives with public companies, real estate developers, entrepreneurs, and owners of private equity and hedge funds. Our intimate familiarity with the complex structures that frequently characterize these and other closely held businesses has contributed to our longstanding client relationships, many of which have endured for generations.