Private Wealth Law

Founded in 1926 with trust and estate planning as its foundation, Best & Flanagan continues to provide sophisticated and personalized solutions for each client. Our Private Wealth Planning attorneys offer pragmatic solutions, particularly when dealing with major and complex estates. Our work includes wills and trusts; wealth preservation through gift and estate tax planning; business succession planning; trust and estate litigation; private foundations; estate, fiduciary and trust income tax returns; planning for liabilities; conservatorship and guardianship matters.

Our attorneys advise trustees, executors and beneficiaries on all phases of estate and trust administration. We represent clients in court and before taxing authorities, as well as advise on the many aspects of fiduciary law. We constructively resolve disagreements between beneficiaries and fiduciaries, as well as assist clients with probate and the post‑death administration of revocable trusts. We combine legal expertise with personal sensitivity to the emotional challenges that arise when consolidating, valuing, liquidating, administering and transferring assets.

Many of our clients also own family or closely-held businesses. Our attorneys advise on the legal structure of these business investments with an eye toward tax mitigation and succession planning. Maximizing the value of our clients’ holdings for their heirs is one of the most important aspects of our Private Wealth Planning practice.