Trusts & Estates

Understanding Clients’ Wealth Succession Objectives

At HDRB&B, we help clients transfer wealth to the next generation in a tax-efficient manner. Working closely with clients, our firm provides strategic counseling tailored to each client’s personal needs regarding retirement and business succession planning, the creation and administration of trusts, philanthropic giving, gifting, the use of life insurance, and other innovative techniques that focus on wealth retention and tax minimization. In addition, as part of our probate practice we represent estates in the probate of wills, collection of decedents’ assets, payment of debts, calculation and payment of estate taxes, funding of trusts and the distribution of the remaining estate assets. We also serve in fiduciary capacities (as executors and trustees when appropriate) and advise fiduciaries with respect to the discharge of their duties. Finally, we have an active estate litigation practice which encompasses representing clients in will contests, guardianship proceedings and disputes concerning the distribution and administration of estates and trusts.