Estate & Trust Administration

We work closely with clients to provide comprehensive estate and trust administration services, with a focus on minimizing tax liabilities while ensuring smooth transitions of wealth. Our team helps structure and manage estates to reduce taxes through strategies such as deferring income, converting ordinary income into capital gains, and optimizing portfolio income. We also explore various tax-favored solutions, including converting interest income to dividends and employing techniques such as asset protection trusts, like-kind exchanges, and conservation easements.

Our individualized planning extends to the creation and administration of trusts, tax-conduit entities, and other strategies designed to protect family assets and minimize global tax exposure. We assist clients with estate planning that aligns with long-term family goals, including business succession planning for closely held entities and tax-efficient strategies for acquisitions and dispositions.

Additionally, we provide guidance through tax controversies, from the initial audit phase to final appeals, ensuring that our clients’ interests are safeguarded throughout the process. With experience in both domestic and international tax strategies, we help families navigate complex estate and trust administration matters with confidence.