Trusts and Estates

BNR’s trusts and estates practice is an invaluable resource for our clients’ future planning. Our clients include individuals and families of various wealth status, family businesses and charitable organizations, all facing numerous decisions regarding income, gift, generational, and estate tax planning as well as related complex issues.

Our experienced trusts and estates lawyers provide strategic and insightful counsel to help our clients look ahead, consider unforeseen possibilities and assess various strategies in areas such as:

  • Wealth transfer and succession planning developing sophisticated estate planning, wealth management and preservation, and generational plans)
  • Business succession planning (establishing continuity of the family business through the creation of strategic ownership and management succession planning)
  • Estate and trust administration (assisting with trust and probate matters, negotiations and legal proceedings involving beneficiaries and fiduciaries, and representing clients in tax controversies with the Internal Revenue Service)
  • Charitable planning (facilitating lifetime and charitable giving, and assisting clients establish and maintain non-profit and family foundations)