Estates & Trusts

Leech Tishman’s Estates & Trusts Practice Group works closely with the firm’s Taxation Practice Group to navigate complicated laws and tax codes to provide you with a comprehensive solution that ensures the appropriate disposition of your assets.

Our firm is well-respected for our experience in handling estate planning and administration issues for high-net-worth individuals and closely-held businesses. We have experience with the many corporate and operational business transaction issues involved with the transfer of closely-held businesses. In addition, we are regularly approached by nonprofit organizations and private foundations to advise them on the unique issues and benefits involved with the establishment of lifetime gifting programs.

Services

Our Estates & Trusts Practice Group has experience in the following areas:

Will Planning and Administration

• Simple and Complex Wills
• Durable Power of Attorney
• Durable Healthcare Power of Attorney, also known as a Living Will

Sophisticated Estate Planning and Administration

• Complex Estate Administration Cases
• Estate Tax Returns
• Local and Multi-State Estate Planning
• Estate Planning for Receipt of Long-Term Care Benefits

Trust Preparations, Planning and Administration

Our Estates & Trusts Attorneys have experience with the development and administration of:

• Living Trusts
• Testamentary Trusts
• Irrevocable Trusts
• Irrevocable Life Insurance Trusts
• Grantor Trusts
• Dynasty Trusts
• Special Needs Trusts
• Charitable Trusts

Business Succession Planning

• Limited Liability Partnerships / Family Limited Partnerships
• Limited Liability Companies
• Captive Insurance Companies
• General Business Succession Counseling

Lifetime Gifting Programs / Charitable Gift Planning

• Gift Tax Returns
• Charitable Remainder Trust
• Charitable Lead Trusts
• Private Foundations

Estate Litigation

• Will Contests
  • Personal Property Disputes
  • Real Estate Disputes
  • Inheritance Disputes
• Surcharge Fee Litigation
• Trustee Removal
• Guardianships

Complex Tax Issues

• IRS Disputes
• Federal Tax Audits
• State Estate Tax Audits
• Inheritance Tax Audits
• Federal Gift Tax Return Audits