UB Greensfelder Trusts & Estates Practice and Attorneys Recognized in Chambers High Net Worth Guide 2026
July 23, 2026
Clients turn to our Trusts & Estates Practice Group for sophisticated estate planning and tax planning services.
UB Greensfelder’s Trusts & Estates Practice Group helps closely held business owners, multi-generation families, executives, and high-net-worth individuals plan for and protect their financial future and the family’s wealth for generations to come. We focus on our clients’ success and work to ensure that plans are flexible and dynamic, enforceable, and enduring. Once the plans are in place, we can assist with updates as needs and circumstances change. We also provide guidance should a dispute arise.
Who We Are
Our attorneys are experienced in handling matters important to multi-generational families, high-net-worth individuals, and business owners. Our Trusts & Estates Practice Group comprised of Fellows of the American College of Trusts and Estates Counsel and attorneys consistently recognized by Chambers for Private Wealth Law and The Best Lawyers in America®for Trusts and Estates and Tax Law. We use our deep knowledge and multidisciplinary backgrounds to develop tailored planning strategies designed to protect our clients’ assets, fulfill their wishes, and reduce the risk of disputes. Working closely with clients to understand their desires and long-term goals, our caring and compassionate team brings creativity, stability, and continuity to each matter.
How We Help
We regularly advise on estate and tax planning, marital agreements, probate and trust administration, and other estate planning matters. Working closely with our colleagues in our Business Law Practice Group, we represent a variety of closely held business clients that have grown from small, entrepreneurial businesses to companies with billions of dollars in revenue. We regularly guide families, individuals, closely held businesses owners, and fiduciaries in matters, such as:
- Formulating appropriate and effective estate plans to carry out the wishes of our clients for the benefit of their loved ones
- Preparing wills, living wills, health care and financial powers of attorney, living trusts, irrevocable trusts, and other related planning documents
- Helping clients transfer assets among their desired recipients with sufficient controls and protections to prevent access by creditors
- Designing and implementing charitable planning strategies
- Preparing estate, gift, and fiduciary income tax returns
- Advising on estate, gift, and fiduciary income tax planning
- Devising succession planning strategies for owners of privately held businesses
- Preparing pre-nuptial and post-nuptial agreements
- Assisting fiduciaries in administering trusts and estates
- Prosecuting or defending claims brought for or against clients regarding the interpretation and enforceability of various estate planning documents in multiple forums, including probate, state, and federal court
- Devising asset protection strategies to minimize exposure to potential creditors during potential future claims arising out of litigation, divorce, or unique family situations
Why Clients Choose UB Greensfelder
Our holistic approach considers our clients’ unique objectives and delivers a plan that leverages our industry experience and the vast knowledge throughout our firm. We are dedicated to preserving our clients’ wealth and ensuring its proper transfer from generation to generation. Our caring and compassionate team works closely with clients to understand their needs and uses sophisticated planning techniques to provide bespoke strategies and solutions.
