Estates and Trusts

Holistic planning, customized solutions

Butler Snow’s Estates and Trusts team serves high net worth and ultra-high net worth U.S. and international clients. We work closely with clients to understand the unique details of their situation and to assist in accomplishing their planning goals and objectives, including advising clients on strategies to help protect and preserve their family’s wealth.

Our client relationships are rooted in our extraordinary efforts to fully understand all aspects of each client’s unique estate and tax issues, as well as their specific family dynamics and business and investment circumstances. We regularly use an interdisciplinary approach to provide advice that meets our client’s holistic planning objectives and helps thwart potential problems or risks.

Our attorneys also work with fiduciaries to guide them through the probate or administration process, and they routinely advise on all aspects of trust administration. In addition to advising on the probate and administration process, our team also represents fiduciaries in litigated matters.

From traditional estate services, including wills, trusts, and probate, to highly sophisticated matters, including business succession planning and private foundation services, our estate team treats each client’s situation as a distinctive set of circumstances requiring personalized strategies and solutions.

Our services include: