UB Greensfelder Trusts & Estates Practice and Attorneys Recognized in Chambers High Net Worth Guide 2026
July 23, 2026
- Plans and implements complex estate planning strategies by constructing wills, revocable and irrevocable trusts, and corporate entities tailored to the particular needs and goals of each client and their family.
- Counsels individuals and families in structuring various methods of achieving wealth transfer and charitable goals, while mitigating federal estate, gift, generation skipping transfer, and income tax consequences.
- Assists in structuring and implementing business succession plans to prepare for effective operational and governance transitions balanced with economic and lifestyle priorities.
- Formulates various estate planning arrangements including asset protection and probate avoidance techniques for clients tailored to their specific needs.
- Plans, administers, and advises on creation and strategic implementation of gratuitous and commercial transactions with attention to federal estate, gift, and generation-skipping transfer tax and federal and state personal, trust, partnership, and corporate income tax ramifications and reporting obligations.
- Assists corporate and individual fiduciaries in connection with the creation, funding, and ongoing administration of multigenerational, split-interest, and special purpose trusts.
- Advises on tax compliance and other reporting regarding individual, entity, and fiduciary income tax, federal estate, gift, and generation-skipping transfer tax returns, charitable organization informational and income tax returns, and related government filings.
- Establishes and advises in the administration of tax-exempt organizations.
- Advises fiduciaries and beneficiaries in cy pres and other judicial proceedings, private settlement agreements, and decanting transactions to modify or terminate irrevocable trusts.
- Represents fiduciaries in probate and estate administration proceedings.
