Estates & Trusts Estates & Trusts

Estates & Trusts

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The Estates & Trusts Group at Neuberger, Quinn, Gielen, Rubin & Gibber, P.A. provides a comprehensive array of planning and administrative services to a broad range of clients, including high-net-worth individuals, young professionals, business owners, entrepreneurs, charitable foundations and families across the Mid-Atlantic region.

Known for handling difficult cases that require in-depth knowledge of today’s complex state and federal estate and tax laws, our experienced attorneys take a holistic approach to wealth management that addresses current and future financial considerations. We guide clients through every aspect of the planning and administrative process, including:

  • Tax planning, including estate and gift taxation
  • Asset protection and management
  • Business succession planning
  • Will preparation and filing
  • Probate administration
  • Distribution and management of assets
  • Post-mortem tax planning
  • Caveat litigation
  • Dispute resolution
  • Fiduciary consultation
  • Estate, gift and fiduciary income tax return preparation
  • Representation before tax authorities

With each client’s unique goals and requirements in mind, we employ sophisticated techniques designed to protect assets and minimize transfer taxes. By proactively monitoring statutory and regulatory changes, we deliver added value to our clients by ensuring plans reflect every advantage that applies to their situation while complying with the law.

Our attorneys understand the fluid – and often complex – nature of family dynamics and business structures. We ask the right questions and identify potential challenges so that we can skillfully craft plans that reflect the wishes of the individuals, families and businesses we represent. In the event of a trust or estate dispute, a contested or challenged will, claims against a personal representative or trustee, or other controversies impacting fiduciaries and beneficiaries, we have the experience, knowledge and understanding of these types of complex matters to bring about successful results – in or out of court.