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Attorney - Trusts And Estates And Tax Associate
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- Having foundational experience in estate planning, trust administration, tax planning, probate, and related areas, the Trusts and Estates Associate Attorney works closely with clients to understand their needs and provide tailored legal advice to ensure their wishes are carried out and their assets are protected.
- Assist partners in designing and drafting all areas of clients’ estate and tax planning including the preparation of wills, trusts, powers of attorney, advance health care directives and relevant business documents.
- Administer trusts and estates, including managing the probate process and overseeing the distribution of assets.
- Handle tax planning and tax compliance related to trusts and estates.
- Provide guidance on charitable planning, business succession planning, and asset protection strategies.
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