Leech Tishman’s Trusts & Estates team has a vast understanding of the complex rules and regulations of state estate, inheritance, and fiduciary taxation. We understand the importance for individuals, businesses, and organizations to achieve their goals while preserving their wealth for the next generation.
Our attorneys assist clients in maintaining compliance with the laws governing taxation, providing them counsel on best practices in business and fiduciary administration. We focus heavily on counseling our clients to minimize risk and increase fiduciary performance. Our firm prepares fiduciary records and accountings for compliance with internal policies and procedures, and in some cases, for presentation to the court. We advise fiduciaries in matters such as estate administration, trust administration, and distribution and investment decisions.