Practice Areas

Trusts and Estates Group

Horwood Marcus & Berk's Trusts and Estates practice is broad in scope and deep in experience. Our attorneys are skilled counselors with a careful combination of technical knowledge and thoughtful stewardship.  Our practice encompasses estate and tax planning, asset protection, business succession, charitable planning, and fiduciary counsel and litigation. The diverse clients of the Trusts and Estates Group include families, individuals, entrepreneurs, businesses, trustees, beneficiaries, non-profit entities, the LGBT community, and the special needs community, among many others.

Planning of any type must address our clients' unique values, goals, and concerns in order to be effective.  Accounting for particular family or business attributes, issues, and dynamics are as important as the technical aspects of our work product. Our counselors are committed to developing flexible strategies that respond to the constant changes in the tax and economic climate.

Concentration areas in the Trusts and Estates practice include:

  • estate planning
  • asset protection issues and vehicles
  • trust counsel services
  • income tax planning (both federal and state)
  • design of gift programs and vehicles
  • business succession, including intergenerational transfers, "freezes," buy-sell agreements, family partnerships, and S Trusts
  • international estate planning
  • planning incident to divorce, marriage, and domestic and civil unions
  • planning for domestic partners
  • insurance planning
  • disability planning, including special needs trusts and guardianships
  • charitable giving, and
  • retirement planning

To learn more of the specifics of the various subsections of the practice, click the links below or on the sidebar:

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Industries Served

  • Automotive Manufacturing & Dealerships
  • Banking
  • Broadcast Media
  • Construction
  • Energy & Utilities
  • Entrepreneur/Start-Up Companies
  • Financial Services
  • Food/Beverage Services & Hospitality
  • Healthcare
  • Information Technology
  • Leasing Companies
  • Manufacturing & Distribution
  • Mortgage Companies
  • Not-For-Profit Organizations
  • Pharmaceuticals
  • Retail
  • Service Companies
  • Shipping & Logistics
  • Specialty Finance
  • Telecommunications
  • Trading Companies
 

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