Wills, Trusts & Estates

Wills and Trusts are not the same. What to do with your assets after death can be complex. Wealth management by our experienced Wills, Trusts & Estates Team can provide peace of mind in knowing that your intentions are legally sound and protected.

Careful financial planning is an important part of wealth management. We guide you through estate plans and various techniques available for the preservation of family wealth and the passing of business interests to successive generations.

We also coordinate your interests with other professional advisors. We work with the nation’s foremost institutional trust departments and money managers to ensure that your family and charitable planning objectives are achieved. Our Wills, Trusts & Estates Team will analyze family objectives for a multigenerational period, with a goal to ensure that family and business assets are not unduly burdened by unnecessary impediments.

Our Team also provides legal services in estate and trust administration, advising fiduciaries and beneficiaries about federal tax issues that affect trusts and estates. We also assist with proper management and distribution of trust and estate assets, as well as the formation and administration of charitable trusts and foundations.

Team Members

Brad Jankowski

Associate

Ellen Laird Regnery

Shareholder, Board Certified

Matthew N. Turko

Associate

Paralegal: Patricia Vivirito | pvivirito@haileshaw.com | 561.627.8100

Involves

Estate Planning

Wills and Trusts

Estate / Trust Administration

Guardianship

Business Succession Planning

Charitable Planning and Private Foundations

Wealth Preservation

Advice Regarding Management and Distribution of Trust and Estate Assets

Pre- and Post-Mortem Transfer Tax Planning

Federal Tax Advice for Estate and Gift Planning