Trusts and Estates

Our clients include high-net-worth individuals, working class individuals, sole proprietors, businesses, nonprofits, and corporate trust departments. We advise clients on aspects of planning, administration, settlement, and taxation of estates and trusts.

We create and implement effective estate plans and collaborate with clients to ensure that our clients maintain estate plans that coordinate with the laws of their state. Indeglia Lutrario is known for developing and implementing strategies to protect the assets of our clients. These strategies reduce, and in some cases eliminate, taxes that can otherwise consume more than half of one’s wealth accumulated over a lifetime, allowing these asset-protection and tax-saving features to ensure security for future generations.

“Mission is about people, not projects”

In conjunction with Indeglia Lutrario’s trusts and estates practice, our probate attorneys offer clients highly specialized experience and advice throughout the most difficult and emotional times for our clients. This has led our firm to handle the interpretation of wills and trust agreements, accountings, and breach of fiduciary duty issues. Our experience ranges from simple will contests to complicated and, occasionally, high-profile cases. No matter the issues that you and your loved ones may face, our firm is ready and able to guide you through the estate planning and post-death administration process.