Sussman Shank’s Trusts and Estates practice provides clients with necessary legal analysis and direction from an integrated, holistic perspective. We consider every facet of a client’s unique situation in light of their stated goals, then develop and execute a strategy that addresses the full scope of a client’s needs from tax and estate planning to real estate management structures and business succession planning. Each client will have different priorities, but we strive to specifically address all identified legal needs in the course of our representation.
What makes our planning and administration approach unique? Well, unlike many other trust and estate teams, we begin with tax law. The lawyers on our team are experienced, knowledgeable tax lawyers as tax analysis is almost always the first and most important part of our job. We focus on how to help our clients grow and efficiently transfer their wealth by minimizing tax liability. Few, if any, other practices can match our capabilities in this area, and our clients realize the benefits from this approach now – and for generations to come.
We embrace the opportunity to work with a variety of other professionals to provide seamless, integrated, and cross-disciplinary knowledge. This includes accountants, financial planners, investment advisers, other legal counsel (both domestic and foreign), and like professionals who assist our clients with their complex portfolios, closely held businesses, real property situated across the globe and a wide range of other assets. Whether our role is as quarterback or an effective member of a larger group, Sussman Shank trust and estate lawyers excel in teamwork and pride themselves in their clear and effective communication to ensure strategic planning is properly implemented across all sectors of our client’s financial and family life.