Trusts and Estate is a prominent player in the Legal Tech and Real Estate industries, offering comprehensive legal services in estates and trusts administration, estate planning, taxation, and asset preservation. The company caters to a diverse clientele, including CEOs of major corporations, ultra-high net worth individuals, multinational businesses, and charitable organizations.
Its wide range of services encompasses international tax and wealth preservation planning, family business succession planning, tax and estate controversies, corporate and partnership business structuring, marital planning, and income tax planning for closely held businesses and real estate clients. The company's expertise also extends to charitable planning and the structuring and operations of nonprofit organizations, navigating complex federal and state laws.
Specializing in personalized attention, Trusts and Estate tailors its services to meet the individual needs of clients, whether they are art collectors, animal lovers, individuals seeking marital or intra-generational planning, or those with significant real estate and business holdings in the United States or abroad.