Overview
Our Trusts and Estates team can help you plan for and administer the efficient transfer of assets to spouses, children, charities and others. Understanding your objectives is our first priority.
We work with clients to help them achieve their goals with respect to wills and trusts, charitable giving, family-owned business succession planning, international estate planning, education funding and estate and trust administration. We assist both individuals and fiduciaries — including professionals, corporate executives, trust companies, business owners and multigenerational families with significant wealth — to achieve their business, financial and family objectives efficiently and at the lowest possible tax cost.
Our Trusts and Estates team is comprised of lawyers and accountants, a number of whom are CPAs or have LL.M.s in taxation, with a broad range of practical experience in estate planning and administration.
Read more about our services in each of the following key areas:
Business Succession Planning
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We help clients structure family businesses to achieve long-term family goals, plan for generational transitions and address matters involving control and the division of wealth.
Estate Planning
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We provide estate planning to individuals and families, including the planning and preparation of wills, trusts and related estate-planning documents, as well as insurance planning and charitable giving.
Family Governance
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When considering how best to manage wealth and assets, many families focus on establishing a family enterprise that will have an impact for many years down the line – true legacy planning. Dorsey is experienced in implementing family governance structures that welcome future generations into the succession of the enterprise. With philanthropy as a cornerstone of many such family enterprises, Dorsey incorporates powerful tax planning strategies for the benefit of the family.
Estate & Trust Administration
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We also assist clients with estate and trust administration, from considering key tax planning alternatives to counseling on fiduciary law. Our team has experience in all phases estate and trust administration, including the long-term administration of trust accounts.
Dorsey & Whitney Trust Company
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For those individual clients who prefer to work directly with their legal advisors in the management of their trust and other fiduciary accounts, the
Dorsey & Whitney Trust Company LLC is available as an additional service. While our services and those of our trust company are separate, we offer this option as part of an integrated approach to estate planning and fiduciary services.
Trusts & Estates Litigation
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When necessary, we combine our experience with the trial specialists in our
Trusts & Estates Litigation team to help our clients through any required dispute resolution processes.
