Private Wealth Law

About

Provided by Brody Wilkinson PC

With offices in Connecticut and New York, Brody Wilkinson's Trusts & Estates Group provides sophisticated and highly personalized services to individual clients and family offices in the areas of estate and tax planning, estate and trust administration, wealth preservation and transmission, charitable giving, business succession planning, conservatorships and guardianships, family foundations and elder law. In addition, when disputes arise related to will and trust contests, fiduciary management controversies, accounting matters, guardianship and conservatorship issues and fee debates, we resolve these disputes through negotiation or litigation. We represent a substantial base of senior executives, entrepreneurs, wealthy individuals and charitable organizations.

Our depth in private wealth law extends beyond the capabilities and experience of the Trusts & Estates Group. With support from our other practice groups, we address the complex business and real estate issues which often arise with respect to planning. This cross-disciplinary approach enables the firm to coordinate and manage the needs and goals of these clients, both personal and business, in a seamless manner.

To serve the needs of clients with dual residency in Connecticut and Florida, certain attorneys in the Group are admitted to practice in Florida.  In addition, the firm maintains a strategic relationship with the law firm of Jeck, Harris, Raynor & Jones, PA in Juno Beach, Florida, for the same purpose.