Practice Areas: Private Wealth Services

Fiduciary Advisory Services

Latest News:

Recent Cases of Interest to Fiduciaries (1/10/2012)

Carryover Basis/GST Exemption Form 8939 Due January 17, 2012 (1/6/2012)

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Fiduciary Advisory Services, an offering of our Private Wealth Services group, is designed to help financial institutions maintain and enhance relationships with high net worth customers and referral sources, attract new business and manage and minimize risks. Among the services offered to financial institutions are

• Tax Advice
• Estate Administration Advice
• Litigation Support
• Representation in Tax Litigation
• Risk Management
• Registry of Experts
• Assistance to Outside Counsel
• Consulting, Training, and Education
• Seminars for Customers and Professionals
• Preparation of Form Books