Our estate planning counsel of individuals, families, and fiduciaries includes estates and assets ranging from the relatively simple to multigenerational and complex holdings.

For individuals and families and family-owned business entities, our attorneys create valuable strategies to minimize tax liability and prevent conflict. The establishment of private foundations is a significant practice focus.

Among the tools we recommend in the development of estate plans are:

  • Charitable trusts and planned gifts
  • Irrevocable trusts
  • Life insurance trusts
  • Living trusts (inter vivos)
  • Marital agreements – pre and post nuptial
  • Pour over wills
  • Special needs trusts
  • Testamentary trusts

Clients receive legal guidance from tax specialists and leading authorities on estate planning, charitable gift planning, retirement planning, gift taxes, business succession, and intergenerational transfers of wealth.

Achieving Clients’ Goals

One measure of the success of an estate plan is its strategic and financial strength. An equally important goal is for our clients to fully understand and feel comfortable about their estate plans. McGlinchey Stafford helps clients achieve both of these results by providing individualized counsel and in-depth knowledge of wealth management.

Additionally, our attorneys counsel executors and trustees in connection with the administration of, and representation in, tax audits and the preparation of gift and estate tax returns. Related services we provide include advice and counsel on tax planning, elder law, wills and trusts, and probate.

From drafting wills and durable powers of attorney to counseling on trust management and representation in will contests, McGlinchey Stafford’s customized counsel results in long-term protection and certainty.