Trusts and estates

The Curtis trusts and estates practice advises high-net-worth individuals and families, owners of closely held businesses, and senior executives of public companies, as well as financial institutions, foundations and charities on a global basis.

Curtis also advises private banks, trust companies and other financial institutions on developing global tax structures for their high-net-worth clients. Such advice involves estate and trust planning in multiple US and foreign jurisdictions, family governance matters, tax disclosure and reporting rules, and tax law developments in various jurisdictions. 

The Curtis trusts and estates team structures the affairs of its US and international clients to achieve their wealth preservation and succession planning objectives, taking into account US, state and international income and transfer tax considerations.

The range of services provided by the group includes:

    • Drafting wills, trusts and other dispositive instruments
    • Drafting powers of attorney and health care documents
    • Advice regarding various tax-planning strategies, including grantor retained annuity trusts, charitable remainder or lead trusts, personal residence trusts, life insurance trusts and sales to defective grantor trusts
    • Asset protection planning
    • Advice regarding use of family limited partnerships, limited liability companies and private trust companies as part of preservation and planning strategies
    • Structuring purchase of US investments by foreign persons
    • Advice for US beneficiaries of foreign estates, trusts and gifts
    • Fiduciary, tax and accounting services for large and complex estates and trusts
    • Representation of fiduciaries and beneficiaries in contested and non-contested matters

The trusts and estates practice works closely with other practices within the firm to bring all of our resources to bear on client concerns.

For more information on trusts and estates click here.