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
