Trusts & Estates

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Gordon Feinblatt’s Trusts and Estates Practice has the breadth and depth of experience to meet the unique needs of individuals and their families, fiduciaries, and family businesses.    We provide a full range of services with respect to estate and tax planning, family succession planning, business succession planning, charitable planning, pre and post marital agreements, administration of estates and trusts, resolution of disputes among family members, litigation in connection with the administration of an estate or trust, and disability planning. 

Estate planning is an evolutionary process focused on client needs at various ages and stages of life.  We take a long term view and meet our clients where they are on their life journey.  Our lawyers focus on building long term relationships that enable us to partner with clients to meet their needs as their lives, families, personal and professional situations change.   Our approach is broad based and comprehensive, thinking beyond the specific task and focusing on the client’s values and overall short and long term goals.  Where appropriate, we involve other practice areas to provide specific expertise.

How does the new tax act impact your estate plan?

The lawyers in the trusts and estates practice have extensive experience in estate administration matters.  They handle all aspects of the administration process, including the probate process, the post-death administration of a revocable trust, identifying and collecting assets, determining the valuation process, coordinating with appropriate appraisers for the valuation of real estate, business interests, art collections and various unique assets, post-mortem tax planning (including whether disclaimers may be appropriate), preparing federal and state estate tax returns, fiduciary income planning and ensuring that distributions are made to the intended beneficiaries.  We also handle audits of estate and gift tax returns and have achieved very favorable outcomes. 

Our lawyers are also involved in all types of trust administration matters, including the administration of grantor retained annuity trusts, charitable remainder and lead trusts, grantor and non-grantor trusts, and trusts holding S corporation stock.  We advise trustees with regard to their fiduciary duties and responsibilities.  We also advise clients regarding trust modifications, consolidations, divisions, decanting, terminations, and changes with respect to trustees.  

Our Trusts and Estates attorneys are members of our Private Client Services Team, and offer clients a complete range of services with respect to:

  • Estate, gift, and generation-skipping tax planning
  • Income tax planning
  • Succession planning for family businesses
  • Succession planning for family foundations
  • Family succession planning
  • Estate administration
  • Trust administration services
  • Guardianships
  • Disabilities and special needs planning
  • Fiduciary litigation
  • Charitable planning
  • Drafting wills and various types of trusts
  • Asset protection planning
  • Planning with retirement assets
  • Pre and  post marital planning

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