Sample Clients

Among others, attorneys in our group have represented:

  • High net worth individuals and couples
  • Young couples with minor children
  • Small business owners
  • Estates of private investors
  • Estates of artists and writers
  • Trustees
  • Grantors and trustees of Qualified Personal Residence Trusts
  • Grantors and trustees of irrevocable life insurance trusts
  • Grantors and trustees of grantor trusts
  • Beneficiaries of trusts and estates
  • Private foundations

Engagements

In the gift and estate planning area, our engagements range from young couples just starting out, whose primary goal is to name guardians and trustees for their young children, to business owners and those in or nearing retirement who require more sophisticated planning.

In the administration area, engagements range from representing corporate and individual executors and trustees to representing heirs and will and trust beneficiaries in probate and accounting proceedings.

We use a wide variety of tools to accomplish our clients’ goals, including:

  • Wills
  • Revocable Trusts
  • Qualified Domestic Trusts
  • Qualified Personal Resident Trusts
  • Intentionally Defective Grantor Trusts
  • Irrevocable Life Insurance Trusts
  • Grantor Retained Annuity Trusts
  • IRA beneficiary designations
  • Health Care Proxies and Living Wills
  • Powers of Attorney
  • Generation-skipping transfer tax trusts
  • Family Limited Partnerships and Family LLCs
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Buy-Sell Agreements

Multi Discipline Concentrations

Members of our group are also experienced in handling many of the matters related to the management of client wealth including residential real estate sales and purchases as well as negotiating prenuptial and post-nuptial agreements.

EVW’s trusts and estates attorneys work in tandem with the other EVW groups and departments when clients require assistance with corporate, employment, litigation and other matters.