Zuber & Taillieu

Corporate/Commercial Law

Trusts & Estates Attorneys at Zuber & Taillieu

In matters relating to complex trusts and estates, the attorneys at Zuber & Taillieu recognize the implicit need for creative solutions and sophisticated planning. It is the goal of our attorneys to remedy the assorted and ever-changing complexities of tax and probate laws by applying innovative strategies and skillful handling to the transfer of assets from generation to generation. Our attorneys possess the highest levels of professional experience and understanding. They are capable in handling a variety of matters including trust administration, probate proceedings, non-probate transfers, fiduciary accountings, estate and fiduciary income tax returns, estate planning for business owners and all related litigation. Mindful of the sensitivities often involved with family and personal issues, attorneys at Zuber & Taillieu cater to the needs of our clients, enabling the proper protection and preservation of assets for future generations.

A significant portion of our Trusts and Estates attorneys’ experience has been focused on reducing the effective rate of estate tax through responsive lifetime planning. For many of our affluent clients, Zuber & Taillieu attorneys have successfully protected an increased portion of their assets on an after-tax basis by developing the appropriate legal structures, including complex trusts, business entities, and intergenerational agreements, to hold and manage that wealth over time. In order to keep pace with the frequently changing tax, gift, generation-skipping, and estate laws, strategic planning and the innovative implementation of various available tools (i.e.: family partnerships and LLCs, grantor-retained annuity trusts, intentionally defective grantor trust sales, family split-dollar insurance trusts, and grantor retained-income gifts) encourage lifetime planning for our clients that is responsive, creative, and effective.