Estates & Trusts

Miles & Stockbridge lawyers are skilled at assisting individuals and families with some of their most complex challenges: planning the preservation of their hard-earned financial assets, assuring the care of an elderly person or resolving difficult controversies of child custody and divorce.

The legal services we provide are tailored to each specific situation involving assets, relationships and special needs. They can be as simple as a basic will, or as complex as an international divorce and custody dispute. In all our work, we draw upon the full resources of our Miles & Stockbridge colleagues involved in tax, litigation, real estate, employee benefits and many other related fields of law. Moreover, whatever the issue, we never forget that we are dealing with human lives. We are committed to bringing a sense of order and assurance, to communicate honestly and directly about the legal issues involved and to maintain full confidentiality at all times.

Estates and Trusts

We develop estate plans that help clients in all family situations and at all income levels provide for their beneficiaries, minimize their taxes, preserve their financial assets and benefit individuals, as well as charitable and non-profit organizations. To this end, our lawyers fully utilize the flexibility allowed by the tax code to create a variety of trusts and funds for individuals and families, handling all necessary documentation and filings. When a family business is involved, we prepare all documentation to implement the wishes of the business ownership: succession plans, buy/sell agreements, family limited liability companies for transfer of assets, and more. We also efficiently handle the business and legal issues involved with trust and estate administration, and effectively resolve controversies over tax issues and the terms of wills, trusts and estate plans.