About
Provided by Carlile Patchen & Murphy LLP
CPM’s Trusts & Estates Practice provides comprehensive planning and administration services tailored to the unique needs of individuals, families, and business owners. We guide clients through estate planning, wealth transfer strategies, probate and trust administration, and elder law matters. Our attorneys develop customized plans to minimize tax burdens, preserve assets, and ensure that personal, philanthropic, and business succession goals are met.
We serve high-net-worth individuals, family business owners, corporate executives, retirees, fiduciaries, and charitable organizations. Our practice spans industries and life stages, from young professionals building wealth to families navigating generational transitions.
Recent highlights include:
- Designing an integrated estate and business succession plan for a multi-generational family enterprise.
- Administering a complex estate with cross-jurisdictional assets and charitable bequests.
- Establishing a special needs trust to safeguard long-term care and government benefits.
- Restructuring family trusts to enhance tax efficiency and protect against creditor claims.
Specialisations include estate and tax planning, probate and trust administration, charitable giving, elder law, Medicaid planning, business succession, asset protection, and planning for special needs beneficiaries.
