We take a holistic approach to fiduciary services, providing sound, practical, and creative solutions that achieve the desired result.
UB Greensfelder attorneys regularly assist corporate and individual fiduciaries, trust beneficiaries, and family offices in fiduciary matters. We provide helpful insights into the planning documents involved and advocate on clients’ behalf if disputes arise.
How We Help
Trust Administration. Our team represents corporate and individual fiduciaries as well as individual and charitable trust beneficiaries. We support individual and multi-family offices in their management of family operations. We have particular experience advising fiduciaries with respect to administration of high-value, complex, and unique assets. We provide sophisticated support to families in moments of transition as they shift to successor fiduciaries, introduce the next generation of beneficiaries to the family wealth management enterprise, decide the timing and strategic details of exiting privately held businesses, and more.
We also serve as a resource to beneficiaries, trustees, and personal representatives who may have legal questions concerning the administration of a will or trust. Our attorneys are also well-versed in the administration of trusts, which can include careful and ongoing administration of the trust, insightful guidance throughout the life of the document, and any or all other factors specific to the wishes of the individual grantor.
Tax Preparation. Our attorneys are experienced in the nuances involved in the preparation of gift, estate, and generation-skipping transfer tax returns. In addition to preparing returns for you, we can provide an additional review of your return after preparation by your accountant or CPA.
Corporate Fiduciaries. For larger financial institutions equipped with in-house counsel, our attorneys are asked to provide experienced counsel to help address the issues at hand, determining the governing documents and charting a course to resolution. Although local and community banks can often address many fiduciary questions, there are times when the additional expertise of outside counsel is needed and can help make or communicate the difficult decision. When the time comes, these banks turn to our attorneys for professional assistance in sorting through the details, untangling the governing documents, and addressing the parties to the matter.
Trust and Estate Litigation. Despite best intentions, sometimes disputes arise. We frequently represent corporate and individual trustees of charitable and family trusts, executors of estates, charitable and individual beneficiaries under trusts and wills, and individuals with claims against trust or probate estates. Our experience includes:
- Representing individual beneficiaries in protecting and defending their rights against inappropriate actions of fiduciaries or other beneficiaries
- Representing fiduciaries against claims brought by beneficiaries
- Addressing claims made against individuals, estates, and trusts by taxing authorities for income taxes or wealth transfer taxes (gift, estate, or GST)
- Defending and prosecuting will and trust contests
- Advising fiduciaries or beneficiaries with respect to the interpretation of language used in wills and trusts
Why Clients Choose UB Greensfelder
Taking a holistic approach that carefully addresses the client’s matter, our team provides sound, practical, and creative solutions that help clients achieve the best result. While we take a proactive approach to help our clients find efficient, collaborative resolutions to sensitive matters, our attorneys also are prepared to litigate complex trust, estate, probate, and fiduciary issues when necessary.
