Wills, Trusts, and Estates
Compassionate and Experienced Legal Guidance
Wills, Trusts, and Estates
Compassionate and Experienced Legal Guidance
Wills, Trusts, and Estates
Compassionate and Experienced Legal Guidance
Wills and Estate Planning for Complex Families, Businesses, and Legacies
When your resources, family structure, and business interests are interconnected, your estate plan must do more than distribute assets. It must manage risk, preserve decision‑making, and support long-term continuity across personal, corporate, and generational lines.
Lerners works with business owners, incorporated professionals, and Individuals and families with complex planning needs to design estate plans that are deliberate, durable, and aligned with how you live and operate. Our lawyers act as strategic advisors, partnering closely with your accountants, wealth advisors, and corporate counsel to coordinate planning and reduce uncertainty.
Practical advice. Coordinated planning. Fewer surprises.
Integrated Planning, Not Isolated Documents
Wills and estates law touches nearly every aspect of a client’s life, including business ownership, real estate, family dynamics, tax planning, and succession. A strong plan brings these elements together, so your executors, trustees, and loved ones are not left managing avoidable complexity.
Our planning advice is shaped by the risks, disputes, and failures we see when estate plans are tested in litigation.
Where disputes or contested matters arise, our Estate Litigation team works closely with our planners to ensure continuity of strategy.
A Lifecycle Approach to Wealth and Estate Planning
Foundation
Effective estate planning begins with clear decision‑making structures and authority: who will act, how assets are owned, and how responsibility passes if circumstances change.
Wills and Estate Planning: Strategic planning to ensure your assets, family interests, and intentions are carried out clearly, efficiently, and as intended.
Powers of Attorney and Planning for Incapacity: Forward-looking planning that protects decision‑making authority and reduces uncertainty during incapacity.
Succession Planning: Integrated planning that aligns personal estates with business ownership, leadership transition, and long‑term continuity.
Structuring
For many individuals and families with complex planning needs, trusts provide the flexibility and control required to manage complex tax issues, blended families, vulnerable beneficiaries, or long‑term philanthropic goals.
Inter vivos and testamentary trusts: Trust structures designed to manage wealth, control distributions, and address tax and family considerations over time.
Henson trusts: Specialized planning for beneficiaries with disabilities, preserving eligibility for government benefits.
Charitable giving: Thoughtful strategies that reflect your values while coordinating tax, estate, and legacy objectives.
Implementation and Transition
Even the most carefully drafted plan can falter if estate administration is not handled with care. We provide hands‑on guidance to ensure estates are administered efficiently, strategically, and with minimal disruption.
Probate applications and estate administration support: Practical, steady guidance for estate trustees to reduce delays, risk, and administrative burden.
For estates that become contested, we work seamlessly with our Estate Litigation group to manage disputes while protecting the broader estate strategy.
Protection
When capacity issues arise, families often need timely, pragmatic advice to establish authority and protect vulnerable individuals.
Guardianships: Advice and court applications to establish decision‑making authority when individuals can no longer manage personal or financial affairs.
Why Lerners?
We identify risk, design the right structures, coordinate with your professional advisors, and implement a plan that evolves as your life and business change.
Reach out to our team today for help with your wills, trusts and estates matters.
Our Wills, Trusts, and Estates Lawyers
Our Wills, Trusts, and Estates Lawyers
Our Wills, Trusts, and Estates Lawyers
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Everyone at Lerners is committed to ensuring your matters are addressed with the attention and care you expect.
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Reach Out
Everyone at Lerners is committed to ensuring your matters are addressed with the attention and care you expect.
Toll free
Reach Out
Everyone at Lerners is committed to ensuring your matters are addressed with the attention and care you expect.