Private Client

Estate Planning & Administration

Overview

The Private Client & Trust Group at Goulston & Storrs provides counsel to clients in planning for the optimum ownership and disposition of personal wealth, both during life and at death.

The Private Client & Trust attorneys advise clients on structuring ownership of family businesses and other assets in order to achieve each family’s personal and business objectives in the most tax efficient manner. We implement planning techniques which are tailored to each client’s personal, financial, charitable, risk management, and other objectives. Our attorneys also focus on opportunities for the optimal transfer of assets to family members at favorable valuations to minimize tax consequences.

We possess particular expertise in the administration of large and complex estates, including those holding real estate and business interests. We implement innovative strategies to maximize clients’ assets passing to the next generation through the use of tax elections, disclaimers, and other sophisticated planning techniques.

We follow a multi-disciplinary approach that incorporates the business, real estate, tax and other expertise of attorneys throughout our firm. For families with business interests, these attorneys can offer specialized industry knowledge in areas such as healthcare, technology, private equity, finance, education, retail, restaurants, and hospitality enterprises.

Our administration services include the assistance of experienced tax accountants and administrative professionals, who are responsible for many day-to-day aspects of the administration of estates and trusts. We also integrate the valuable assistance of professionals outside the firm, including accountants, financial planners, investment advisors, insurance experts, and family counselors.

In the planning process, we also work extensively with clients in fulfilling their philanthropic goals, whether through outright gifts or charitable entities. Many of our clients have created private foundations, private operating foundations, and donor-advised funds. We offer guidance on the best vehicles to meet the family’s charitable goals and assist with the ongoing administration of the family entities.

Our service areas include:

For further information about the Goulston & Storrs Private Client & Trust Group, please contact one of our group Co-Chairs, Michelle Porter or Andy Rothstein.

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