TRUST AND ESTATE PLANNING AND ADMINISTRATION

PRACTICE GROUPS ›› Trust and Estate Planning and Administration ›› Corporate Law and Business Planning ›› Real Estate Development and Finance ›› Commercial and Civil Litigation

One of the primary practice areas of the Firm, the attorneys in the Trust and Estate practice area are able to advise clients not only as to the plans and techniques necessary to secure to them the benefits and protections necessary for the preservation of family and business interests, but also to provide coordination of the clients interests with the nation's foremost institutional trust departments and money managers for both private and charitable purposes. The client's needs are assessed and followed both from a current as well as intergenerational perspective, and coordination of the Firm's efforts with the clients' other professional advisors is anticipated. It is the Firm's belief that Trust and Estate planning, while centering on planning and the preservation of wealth, should also be structured to assist the client in achieving his or her financial goals. The Firm also provides legal services in estate administration, advising the personal representative and beneficiaries as to Federal estate tax issues, elections and returns facing the estate and the proper management and distribution of estate assets. 

Attorneys Trust and Estate Planning
and Administration

• William J. Pfaffenberger
• Gerald L. Principe *Board Certified
• Ellen L. Regnery *Board Certified
• Renee Renuart
• Stephen M. Zaloom