A key element of many estate plans is the creation of trusts for tax-savings and asset protection. Our firm is well-versed when it comes to income and estate tax planning across jurisdictions and understands both sides of the planning equation to strike the balance between maximizing control and shielding assets.

Along with helping to establish trusts and structure their provisions, the attorneys at our firm often serve as the fiduciaries and work with our client’s team of financial advisors and professionals to oversee the investment of assets and carry out our client’s wishes. In this role, we assume responsibility for administering the trust, exercise discretion as needed. We work with our client’s accountants to address tax compliance issues across jurisdictions, domestic and foreign.