Find Lawyers in New Hampshire, United States for Trusts and Estates
I chair our firm’s Mergers & Acquisitions Team of 15 transactional attorneys and tax specialists and assist our firm clients with regard to achieving their estate planning objectives. Having more than 30 years’ experience as an M&A attorney and corporate advisor, combined with being a CPA and having a master’s degree in taxation, provides me with a unique background and perspective to advise the firm’s business clients in achieving their goals in the most timel...
For my now 25 years of practice, I have advised individuals and families on their estate planning. I have maintained long-term relationships with my clients and their families and am here to provide counsel and advice through all of their life events, and to assist them in transferring their family wealth, whether large or small, in a manner that meets the family’s goals and values, while addressing complicated legal, tax and personal issues that may arise. Read More About Anu Mullikin .
Virginia Symmes Sheehan is a Martindale-Hubbell AV rated attorney and a fellow of the American College of Trust and Estate Counsel (ACTEC) with many years of experience in the area of trusts and estates. She is actively engaged in the areas of estate planning, elder law, estate and trust administration, federal and state transfer (estate, gift and generation-skipping) taxation and federal and state income (personal and fiduciary) taxation. Virginia’s experience includes all phases of administ...
Member of the New Hampshire Bar Association since 1993, Martindale-Hubbell AV rated attorney, with over 14 years of experience in the area of trusts and estates. Actively engaged in the areas of estate planning, estate and trust administration, federal and state transfer (estate, gift and generation-skipping) taxation and federal and state income (personal and fiduciary) taxation. Experience includes all phases of administration of estates and trusts; representing beneficiaries and fiduciarie...
Cindy Worthen works with both individuals and institutions in all aspects of estate planning, including individual planning and planning across multiple generations, estate administration, and trust administration with the primary goals of transferring family wealth according to client wishes at the least possible tax cost while preserving family harmony. She has handled unusual assets, including closely held family business interests and collections of fine art. Cindy's diverse practice incl...
Trusts and Estates Definition
How Can a Trusts and Estates Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
What are the Trusts and Estates Practices Focal Points?
When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax, and generation skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan, and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities, and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
• Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
• Making insurance claims
• Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
• Monitoring of the investment of the estate’s assets
• Arranging for the distribution of the estate’s net assets
• Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts.
Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trusts and Estates attorneys goal for its clients?
The goal of an trust and estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift, and generation skipping tax issues involved in transfer planning.
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
Enhancing Consumer Safety Through Winning Jury Trials and Substantial Settlements
by Justin Smulison