Justin Whitney

I view myself as a professional who can organize complex affairs for my clients and become a turn-key resource for them on their estate planning and business affairs,” said Justin. Clients have praised Justin for being “highly knowledgeable, patient and well-organized,” as well as responsive, and quick to point out how they’ve recommended him to others.

Justin Whitney helps families and business owners organize and transition their complex estates in a tax-efficient manner with an acute awareness of the unique circumstances of their family and station in life, delivering substantive knowledge and common sense as an advisor, a resource, and a friend. He is a partner in Lathrop GPM’s Private Client Services practice group.

With significant experience advising high-net-worth families on complex estate and gift tax planning and business succession planning, Justin leverages his background as a certified public accountant and his legal master’s degree in taxation to deliver tax-focused solutions to clients. His day-to-day practice involves the preparation of all varieties of trusts including:

Basic revocable trusts

Charitable remainder trusts

Grantor-retained annuity trusts

Intentionally defective grantor trusts

Irrevocable generation-skipping transfer tax-exempt dynasty trusts

Life insurance trusts

Qualified personal residence trusts

Spousal lifetime access trusts

Justin also advises business owners on tax-free reorganizations of corporations, partnerships and limited liability companies, business succession planning, the formation of family limited partnerships, and advanced gifting strategies. He has an active trust and estate litigation practice where he advocates in court disputes between trustees and beneficiaries.

In addition to guiding clients on the technical nature of tax, estate and business laws, Justin is well-versed in complex interfamily dynamics and strives to promote family connectivity through communication and transparency. He regularly counsels business owners in ways to ensure that the fortune they spent a lifetime creating doesn’t destroy the family relationships they treasure the most.

Clients count on Justin to organize their affairs, plan their wealth and business transition, and then remain a constant and available resource for the rest of their lives as questions arise and life circumstances change. He endeavors to be the “keeper of the facts” for estate planning clients and a guide for their surviving family members. Clients count on Justin to manage their affairs for their families when their stage in life leaves them without the physical strength or mental acuity to do it on their own.