Institutional & Corporate Fiduciaries
High net worth families often turn to professional fiduciaries to assist them with the transfer of their wealth to the next generation. Our firm provides legal services to professional fiduciaries in the administration of trusts and settlement of estates. We focus on practical, cost-efficient, and tailored strategies targeted at asset preservation and growth, risk management, and compliance with state and federal regulations. The members of our firm's Institutional and Corporate Fiduciary Group assist our clients, on a day-to-day basis, with tax advice; litigation risk counseling; accountings and discharge; and asset safeguarding, collection, valuation, distribution and management. While our attorneys aim to resolve trust and estate related disputes with pragmatic solutions designed to avoid litigation, when litigation becomes necessary we provide prudent, thoughtful, and sound representation to achieve our clients’ goals and objectives.
