Wills, Estate, and Probate Law

BrownWinick's Estate Planning practice group assist clients with all aspects of trusts and estates, ranging from routine wills to complex estate plans.

BrownWinick’s Estate Planning practice group assists clients and advisors to create wealth transfer plans that provide for beneficiaries, minimize taxes, and provide support for charitable organizations. Each plan is holistically tailored to integrate individual, family, and business planning to achieve the client’s goals. These plans range from routine wills to complex estate plans. A significant portion of the estate planning practice is devoted to the preparation and implementation of wills, trusts, powers of attorney and other estate planning documents. The firm also has extensive experience in the administration of trusts and estates; the preparation of the required estate, gift and inheritance tax returns; the administration of conservatorships and guardianships; and litigation regarding estates and trusts.

An individual’s estate plan often calls for more planning than a traditional will or trust. BrownWinick attorneys regularly advise clients on the creation and implementation of planning tools such as revocable trusts, life insurance trusts, annual exclusion gifting programs, family limited partnerships, deferred compensation arrangements, retirement benefit planning, and charitable structures. BrownWinick’s experience also extends to planning for the wealth transition of a family or closely-held business to the next generation of family or non-family owners.

Whether a client is accumulating wealth or planning for the distribution of wealth, BrownWinick can assist with estate plan that fits individual desires.