Overview
Transferring wealth can involve a dizzying array of laws, regulations and competing considerations, but at its core, it's about people — you, your loved ones and your legacy. Our multipronged strategies help keep families and their businesses thriving today and for generations to come.
An integrated approach to wealth preservation
Named 2018's "Law Firm of the Year in Trusts and Estates Law" by U.S. News, we unite three essential components — planning, administration and litigation — on the local, national and international levels. Since our tax planners also oversee the administration of estates, trusts and other structures, we anticipate real-life problems and create workable solutions, changing tactics when necessary. Because litigation is within our scope, we know the hot buttons for conflict and can help you avoid or quickly resolve controversies. Clients praise our collaborative approach and depth of knowledge: "They certainly have an excellent team" with a "great bench of lawyers. They are very good at what they do." And, "They are incredibly friendly. They are very thorough and always have the answer to questions" Chambers High Net Worth 2022 (New York, Private Wealth Law) survey responses.
We use sophisticated strategies to help entrepreneurs, corporate executives, investors, philanthropists, professionals and creative artists integrate personal and business goals. Clients come to us to:
- Structure trusts and inheritances for spouses, partners, children and grandchildren
- Avoid probate problems
- Protect assets from creditors
- Optimize taxes
- Plan for and implement business succession
- Plan for and implement philanthropy
- Plan for residency changes
- Administer complex estates
- Navigate multi-jurisdictional tax and nontax issues for global families
- Resolve family conflicts, estate and trust disputes, and controversies with taxing and regulatory authorities, including the IRS and attorneys general
We also work with beneficiaries, trustees, financial institutions, nonprofits and others involved in the administration of estates, trusts and other structures.
"Katten has the experience and depth to identify and address all pertinent issues related to a particular matter. They respect and value their colleague who practices in other disciplines."
U.S. News – Best Lawyers® 2022 "Best Law Firms"
(Trusts & Estates Law) survey response
Experience
Insights
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Event | November 7, 2024
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Event | October 30, 2024
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Event | October 16, 2024
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Event | October 6–8, 2024
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News | October 2, 2024