Private Wealth Law

About

Provided by Whitman Breed Abbott & Morgan

Whitman Breed and its predecessors have dealt creatively, pragmatically, and privately with wealth preservation, wealth transfer and tax planning, estate and trust administration, and private wealth disputes since the 19th Century.

Our approach to estate planning is client-driven. We formulate custom, effective, and holistic estate plans using a variety of structures, including traditional wills, revocable trusts, irrevocable trusts, specialized trusts, and family limited partnerships. Our trust and estate administration practice sensitively and effectively carries out the plans we structure. We provide individual and corporate executors and trustees a comprehensive array of legal services, including appointing fiduciaries, admitting wills, preparing accountings, resolving claims, and handling tax matters.

Whitman Breed's market-leading private wealth litigation practice has handled some of the largest disputes in Connecticut, often reaching into other jurisdictions, for clients including corporate and individual fiduciaries, family offices, and individual beneficiaries and contestants. Our disputes experience runs the gamut, including fiduciary removal proceedings, fiduciary accountings, contested conservatorships, will and trust challenges, disputes with taxing authorities and charities bureaus, and related business litigation.