Big firm sophistication. Small firm focus.

Trusts and Estates

Our business clients are seldom just businesses – they are people, families, whose ultimate motivators often have as much to do with love, duty, and gratitude as with profit and loss.  They are justly proud of their success, but the ability to provide for their spouses, children, and grandchildren – as well as the causes and institutions they support – anchors their pride. Kleinbard’s growing Trusts and Estates Group is dedicated to providing our clients with practical advice that is customized to meet their specific goals, family circumstances, and needs in a cost-efficient manner.  Our team has a wide-range of experience in representing clients at all levels of wealth and with varying family complexities.  We pride ourselves on being counselors to our clients and take a holistic and creative approach to estate planning, by analyzing the client’s individual, family and business needs to develop a comprehensive estate plan that preserves, protects, and grows wealth and minimizes tax consequences on asset transfers. We handle both simple and complex estate and trust administrations with a compassionate approach and offer creative cost-saving solutions. We advise executors, personal representatives, and trustees on all phases of administration for both estates and trusts, including required or permissible distributions, tax matters, fiduciary duties, accountings to beneficiaries, and many other aspects of fiduciary law.  

Asset Protection

Trusts and Estates

As headline-grabbing reports of jury verdicts proliferate, successful businesspeople often worry that they could lose everything to a rapacious plaintiff’s lawyer.  Asset-protection trusts provide a useful bulwark against that type of attack. And even if a billion-dollar lawsuit is not a realistic possibility, there may be a risk that creditors or ex-spouses may appropriate assets meant to assure the future of a loved one.  We guide clients through the often dizzying variety of choices in domestic and foreign trusts designed to put wealth beyond the reach of creditors.

Trusts and Estates

Our business clients are seldom just businesses – they are people, families, whose ultimate motivators often have as much to do with love, duty, and gratitude as with profit and loss.  They are justly proud of their success, but the ability to provide for their spouses, children, and grandchildren – as well as the causes and institutions they support – anchors their pride. Kleinbard’s growing Trusts and Estates Group is dedicated to providing our clients with practical advice that is customized to meet their specific goals, family circumstances, and needs in a cost-efficient manner.  Our team has a wide-range of experience in representing clients at all levels of wealth and with varying family complexities.  We pride ourselves on being counselors to our clients and take a holistic and creative approach to estate planning, by analyzing the client’s individual, family and business needs to develop a comprehensive estate plan that preserves, protects, and grows wealth and minimizes tax consequences on asset transfers. We handle both simple and complex estate and trust administrations with a compassionate approach and offer creative cost-saving solutions. We advise executors, personal representatives, and trustees on all phases of administration for both estates and trusts, including required or permissible distributions, tax matters, fiduciary duties, accountings to beneficiaries, and many other aspects of fiduciary law.