TRUSTS AND ESTATES
Business and
Corporate
Commercial,
Employment and
General Litigation
Employment
Counseling
Elder Law
Financial
Institutions and
Creditors' Rights
Real Estate
Tax and
Employee Benefits
Bourne, Noll & Kenyon's Trusts and Estates practice serves individuals, trust departments, executors, trustees and charitable organizations in many ways:
- we provide estate planning advice for the effective disposition of family wealth, in arrangements from the simple to the complex. This may include preparation of wills using marital and credit shelter trusts, disclaimers, irrevocable life insurance trusts and generation-skipping arrangements
- our lawyers serve as executors and trustees and provide legal support to other fiduciaries responsible for estate and trust administration
- we provide counseling on the protection of the elderly and their assets with durable powers of attorney, living wills, grantor living trusts and guardianships
- we assist in the formation and administration of charitable organizations and family foundations
- we represent executors, trustees and beneficiaries in litigated matters
Our lawyers work closely together to integrate the tax and dispositive planning necessary for estate and financial plans. We also have considerable experience in the planning and documentation of family giving programs, in the use of charitable trusts and gift annuities and in leveraging asset valuation discounts by utilizing qualified personal residence trusts, grantor retained interest trusts, family limited partnerships and limited liability companies.
We also work with private banking and trust departments of the firm’s
financial institution clients and have extensive experience in providing
legal support to those clients in developing new products and services.