Trusts, Estates and Family Wealth Planning

Brenner, Saltzman & Wallman LLP provides individual and family clients with sophisticated advice on estate planning and administration, the establishment of trusts, the selection of fiduciaries, charitable giving and the organization and analysis of assets. We have significant experience in planning for various forms of wealth, including business holdings, securities portfolios and corporate compensation plans. Our lawyers are particularly skilled in addressing estate and wealth planning issues facing family-held businesses. We are familiar with alternative uses of life insurance and regularly counsel clients on structures for life insurance holdings to address client-specific risks. We also regularly counsel fiduciaries and family members in estate and trust administration, probate court proceedings and the settlement of federal and state gift and estate tax matters.