Trust and Estate

Focused on Your Legacy

Citrin Cooperman’s dedicated Trust and Estate Practice actively assists attorneys, investment professionals, insurance brokers, and other members of our clients’ teams to consider the goals and plans that clients have for the disposition of assets during life and beyond. Our experience runs the gamut from small and less complex matters to substantial and highly complex. Our flexibility in the services we offer is a major benefit to our clients.

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Services Included

Reviewing wills, trusts, and other estate planning documents
Foundation and charitable trust advisement
Business succession planning
Life insurance planning
Asset protection planning
International estate planning
Multi-generational wealth planning
​Single and multi-family office consulting
​Charitable gift planning
Preparing and filing estate, trust, and gift tax returns
Assisting fiduciaries and beneficiaries in the probate and administration process
Post-mortem estate tax planning
Handling all aspects of estate administration, from marshalling assets to asset distribution
Preparation and professional representation of fiduciary accountings for trusts, estates, conservatorships, and guardianships
Resolving conflicts among fiduciaries and/or beneficiaries in estate and trust administration
​Identifying opportunities for tax savings, preparing tax returns, and working with legal advisors in resolving disputes with creditors and the Internal Revenue Service (IRS)

How Citrin Cooperman Can Help

You've worked long and hard to build your wealth. Developing an estate plan early is critical if you want to diminish the estate tax burden on your heirs and distribute the highest amount possible to your beneficiaries, with little delay. This is to ensure that your assets are distributed by your choice.

Owners of family-owned or closely-held businesses need to consider the future of their business when doing their estate planning. Avoiding the stressful transition between generations requires careful planning. Citrin Cooperman's Trust and Estate Practice advisors will help you proactively protect your business and wealth, while preparing your business for multi-generational success.

Our professionals work with closely-held business owners, Fortune 500 executives, trustees, individuals, fiduciaries, beneficiaries, money managers, and entertainment professionals, to name a few. We understand the importance of a cooperative team of advisors, and work closely with them to help make sure our clients’ matters are handled professionally and with care. We are also happy to make recommendations and introductions.

Our Trust and Estate Specialists are here to help.

Get in touch with a specialist today.