Offit Kurman’s estates and trusts attorneys advise individuals, families, fiduciaries, and business owners on planning, administration, and dispute resolution related to the preservation and transfer of wealth. Our estates and trusts attorneys develops strategies to protect assets, minimize tax burdens, and ensure that personal, business, and philanthropic goals are met. Our team’s work encompasses domestic and international matters, high-net-worth planning, complex family structures, and unique assets such as art collections.
Estate Planning
Our attorneys prepare comprehensive plans and legal instruments to safeguard assets, address long-term care, and honor clients’ wishes. Services include drafting wills, powers of attorney, healthcare directives, and a range of trusts such as revocable living trusts, life insurance trusts, qualified personal residence trusts, grantor retained annuity trusts, and dynasty trusts. Attorneys also advise on charitable giving strategies, family foundations, and special needs planning to protect eligibility for public benefits.
Estate and Trust Administration
The estate and trust attorneys guide fiduciaries through the administration of estates, trusts, guardianships, and conservatorships. Services include probate, trust administration, and preparation of estate, trust income, and fiduciary tax returns. Attorneys advise on compliance with fiduciary duties, oversee asset distribution, and manage related disputes in collaboration with the firm’s litigation team.
Estates and Trusts Litigation
Litigators handle disputes involving wills, trusts, probate, and fiduciary responsibilities. Matters include claims of undue influence, challenges to capacity, elective share claims, breach of fiduciary duty, trust reformation, removal of fiduciaries, and international estate disputes. The team works to resolve conflicts efficiently while protecting client interests in emotionally charged situations.
Wealth Management and Asset Protection
Attorneys design strategies to shield assets from potential claims, creditors, and litigation. These plans address the needs of high-net-worth individuals, corporate executives, fiduciaries, and those in high-risk professions or undergoing significant life changes such as business sales or divorce. Solutions may include domestic and offshore trusts, entity structuring, and integration with overall estate planning.
