Tax Trusts and Estates

Our tax, trusts, and estates department protects our clients' interests and guides them through the process of transferring wealth from one generation to the next.

As experienced estate planning lawyers, we are well versed in the techniques and methods which can be used to pass wealth to intended beneficiaries. Our clients achieve their long term financial goals and minimize estate tax, gift tax, and inheritance tax consequences through:

  • Preparation of Last Wills and Testament

  • Creation of charitable entities and non-profit corporations

  • Business succession planning

  • Creation of Living Wills and Powers of Attorneys

  • Guardianship proceedings

  • Elder law planning

Estate Administration and Estate Litigation

We assist personal representatives and trustees through estate administration and probate litigation, including:

  • Administering the estate

  • Resolving Will contests

  • Liquidating assets and property

  • Distributing assets

  • Preparing tax returns

  • Closing the estate

Business Tax Planning

Our experienced tax attorneys work with our corporate and banking department to facilitate the acquisition or disposition of business interests as well as structuring of new businesses. We are experienced in representing and defending clients involved in tax controversies with the taxing authorities.

Attorneys

Benjamin T. Branche

Daniel J. Graziano, Jr.

Bruce Sattin

Robert A. Gladstone