Our Trusts and Estates Practice helps clients build and preserve their wealth, both for themselves and for their heirs. Our attorneys advise individuals and corporate executives on matters regarding both tax and financial planning and estate and trust administration. In this way, we serve as counselors and personal advisors to individuals and corporations.
Our trust and estate services include a comprehensive and continuous analysis of the clients' assets and incomes in relation to their financial and personal goals. We also counsel owners of closely held businesses, including farms and ranches, as to succession planning and related matters. We advise individuals and trustees on estate, gift and tax planning and asset protection planning. We draft wills and probate estates, establish and terminate trusts and form and advise charities.
Our attorneys also regularly represent Trustees on matters of routine trust administration as well as contested matters.
Together with our Litigation Practice, we litigate matters involving all aspects of fiduciary liability, will and trust disputes and gift, death and fiduciary income tax disputes.
In addition to providing comprehensive trusts and estate services, our attorneys often collaborate with financial institutions and trust companies to promote the client's best interests and ensure the client's needs are met—whether the client needs investment help or trust services from the financial institutions, or trusts and estates services from our attorneys.