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  1. Barton Gilman
  2. Services
  3. Estate Planning

Estate Planning

Barton Gilman’s trusts and estates attorneys provide carefully-tailored and highly-personalized advice to individuals and families in planning for the ownership and distribution of their assets, both during life and at death. By implementing innovative strategies for protecting our clients’ estates – through the use of tax elections, disclaimers and other sophisticated planning techniques – we are able to achieve family goals and objectives. We also believe in the importance of holistic approach to achieving those goals, and we will therefore work closely with our clients’ other professional advisors, including accountants and financial planners. In particular, we provide guidance on the following:

  • Structuring and restructuring ownership interests in family businesses and other assets
  • Working with beneficiaries of trusts created by prior generations to determine how to use various assets for the most tax efficient transfer of wealth
  • Philanthropic and charitable goals, including administration of charitable trusts, funds or foundations
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    Estate Planning

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    Barton Gilman has received the following awards and recognitions

    • Best Lawyers
    • Best Law Firms
    • Best Places to Work Rhode Island
    • Outstanding Philanthropic Business
    • Super Lawyers
    • Common Good Award
    • Champions of Justice Community Partner Award

    Locations

    Boston
    75 Federal Street, 9th Floor, Boston, MA 02110
    Tel - 617.654.8200 Fax - 617.482.5350
    Providence
    One Financial Plaza, 18th Floor, Providence, RI 02903
    Tel - 401.273.7171 Fax - 401.273.2904
    New York
    55 Broadway, Bond Collective, 3rd Floor, Suite #412, New York, NY 10006
    Tel - 212.792.6246
    Philadelphia
    1617 JFK Boulevard, 20th Floor, Suite 2007, Philadelphia, PA 19103
    Tel - 215.874.0946 Fax - 215.709.9500
    Milford
    250 Broad Street, Milford, CT 06460
    Tel - 203.874.6773 Fax - 203.874.5765
    New Jersey
    165 Passaic Avenue, Suite 107 Fairfield, NJ 07004
    Tel - 973.256.9000 Fax - 973.256.9001
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