Private Wealth Law

At MDSU, we create comprehensive estate plans for our local, national, and international clients to reduce tax liability and protect their wealth for future generations while taking advantage of Delaware’s favorable trust laws.

Our attorneys guide clients through the estate settlement process, help avoid unnecessary taxes and probate expenses, and minimize disagreements among beneficiaries. We help clients locate and value assets, determine obligations of estates, and prepare all necessary estate and inheritance tax returns and probate documents.

Our Trusts & Estates group routinely assist individuals and major financial institutions alike with the administration of trusts. We draw upon our significant trust experience to assist fiduciaries in all types of trust matters, including complex administrative issues, changes in trusteeship, trust terminations, modifications, reformations, mergers, decantings, nonjudicial settlement agreements, and situs changes.