Our Trust Advisory team brings a uniquely personal and practical approach to trust planning and administration. With decades of combined experience advising high-net-worth individuals, business owners, and multigenerational families, we offer not only technical precision but also deep empathy and discretion. Our attorneys have served as trust company counsel and are seasoned estate planners. From advising Fortune 100 clients to assisting families with special needs planning, and to new families who are just starting out, our attorneys understand the nuances of both complex financial structures, tax issues, and family dynamics.
Our focus is the creation, administration, and interpretation of trusts to meet a client’s fiduciary duties and the intentions of the trust. We provide guidance and counsel to enable the trust to meet the intended estate planning and asset protection goals.
Key elements include:
- Drafting and interpreting trust instruments to reflect Grantor’s intent.
- Advising both individual and corporate(institutional) trustees on fiduciary duties, investment powers, and discretionary distributions.
- Structuring trusts to minimize taxes either in lifetime or upon death.
- Ensuring trusts are administered appropriately, efficiently, and free of unnecessary court intervention whenever possible.
- Advising on the advantages of Delaware trusts including the availability of nonjudicial settlement agreements (NJSA), decanting of trusts, well-being trusts, and silent trusts.
