Attorneys in our Private Clients Group have served as trustees, executors, administrators, guardians, and conservators for thousands of clients. We handle all aspects of estate and trust administration, asset management, and accounting and tax issues. We have a deep understanding of the responsibilities and complexities of the fiduciary role, along with a solid record of accomplishment in the investment and management of client assets held in trust.
The firm’s attorneys also represent both individuals and trust departments of financial institutions that serve as fiduciaries. When fiduciary issues arise in a litigation or pre-litigation context, we work closely with the firm’s litigators to ensure coordinated representation.