Estate Planning, Private and Family Wealth

We understand that every client’s estate is distinct. That’s why our approach is fully customized, offering personalized plans that reflect the specific goals and circumstances of each individual and family. By working closely with our seasoned tax and employee benefits attorneys, we ensure a seamless integration of all legal aspects, from straightforward transfer tax issues to advanced wealth transfer techniques.

Unlike many firms that rely on junior attorneys, our clients benefit from the direct involvement of senior attorneys, who bring years of high-level experience from both large firms and government agencies. This hands-on, experienced approach allows us to deliver effective, cost-efficient solutions without sacrificing quality. We prioritize excellence and maintain cost-effectiveness by keeping our operations lean, passing those savings on to our clients.

Our expertise covers a broad range of services, including:

• Preparation of simple to highly complex wills and incapacity planning documents
• Structuring of both revocable and irrevocable trusts, including living trusts, dynasty trusts, life insurance trusts, and more
• Formation of family partnerships and asset management entities for optimal wealth planning
• Business succession planning and asset protection strategies
• Generation-skipping transfer tax planning and compliance
• Guidance on beneficiary designation for retirement benefits
• Probate administration and estate settlement
• Tax return preparation for estate, gift, and generation-skipping taxes
• Defense in IRS tax audits and valuation disputes
• Pre- and post-marital agreements, and marital property planning
• Charitable planning and philanthropy structuring

Whether your estate is simple or highly complex, Glast Phillips Murray Zopolsky is dedicated to providing personalized, strategic counsel that ensures your wealth is preserved and your wishes are honored. Our estate planning attorneys work efficiently to deliver exceptional results, helping you achieve peace of mind in every stage of life.