Trusts & Estates Group
Eaton & Van Winkle’s Trusts & Estates Group advises individuals and implements planning for the succession of assets in ways that reduce taxes and simplify the management of property at death or upon disability.
We also counsel individual and corporate executors, administrators and trustees in all aspects of administering decedents’ estates, lifetime trusts and testamentary trusts.
We have maintained many of our client relationships over decades because we believe in an individualized approach, taking the time to listen and understand clients, and delivering advice based upon the unique needs, circumstances and beliefs of each person.
The firm’s trusts and estates attorneys concentrate in sophisticated and proven planning techniques that serve a multitude of purposes, including minimizing taxes, providing for young children and disabled beneficiaries, avoiding family disputes and protecting assets. We regularly advise clients regarding their closely-held businesses, retirement account beneficiary designations, family and charitable gifts and planning for incapacity.
We have extensive experience working with U.S. citizens with non-citizen spouses, resident foreign nationals, and non-resident foreign nationals owning or controlling assets in the U.S.
For decades, we have advised individual and corporate trustees, executors and other personal representatives in handling their fiduciary responsibilities, including preparing tax returns and accountings and handling tax audits. In addition, we counsel heirs at law and beneficiaries of trusts and estates regarding their rights, interests and estate planning opportunities, and assist in reviewing fiduciary accountings.
Our estate and trust litigation attorneys have had great success in obtaining favorable results from the Surrogate’s Courts in connection with their representation of both fiduciaries and beneficiaries.