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.  

Wills, Trusts, and Other Estate Planning Documents

Trusts and Estates

The centerpiece of a lawyer’s toolkit is careful drafting and the judgment to know which issues can be dealt with using off-the-rack boilerplate, and which need custom tailoring of legal language.  Every day, we translate clients’ wishes – and the tax planning that goes with them – into formal  legal documents that will assure as much as possible that their desires are carried out in the intended way.

 

Experience

The following is a list of sample documents we handle:

  • Wills;
  • Inter-vivos trusts;
  • Revocable trusts;
  • Irrevocable insurance trusts;
  • Crummey trusts;
  • Grantor Retained Annuity Trusts, Grantor Retained Unitrust Trusts, Charitable Remainder or Lead Trusts (GRATs, GRUTs, CRATs, CRUTs, CLATs, etc.);
  • Qualified Personal Residence Trusts;
  • Family limited partnerships;
  • Dynasty trusts and other generation-skipping trusts;
  • Intra-family business agreements;
  • Living wills and other medical decision documents; and
  • Lifetime powers of attorney in the event of legal incompetence.

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.