Estate planning matters to everyone.

Whether you are unmarried or newlyweds just starting out,

Parents with children to protect, or a grandparent with grandchildren to protect,

A business owner wanting to ensure the future of a family business,

Remarried and trying to sort out your complex multi-family financial plans,

Retirees who finally have the time to think about estate planning issues that have been nagging at them,

Or if you’re confronted with the death of a loved one and the tax and estate/trust administration issues that come with it.  Whatever your situation, planning is always important and often a complicated undertaking.

Almost fifty years ago, one of Rees Broome’s first areas of legal expertise was estate and related tax planning and estate administration. From the beginning of the firm, our Estate Planning & Administration group always understood that this includes more than properly drafted wills and trust agreements. We accordingly offer extensive experience in tax and business planning for owners of closely held businesses, transfer tax minimization, real estate transactions and international taxation and estate planning. We work with clients to develop and implement lifetime gift programs, insurance programs and charitable giving programs appropriate to each client’s desires, needs and resources. 

Our clients range from individuals with minimal assets but with children to protect and those with assets of several hundred thousand dollars, to those with estates at tens of millions of dollars or more.  We advise estates of greatly varying sizes across the region, working with personal representatives and trustees on federal and state estate tax and income tax returns, as well as restructuring business interests, providing advice on the disposition of assets, and representing estates or trusts as shareholders of business enterprises. We’ve represented numerous individuals and estates in disputes before the Internal Revenue Service concerning income, gift, estate and generation-skipping transfer tax matters, as well as beneficiaries and fiduciaries in estate and trust dispute situations, and not infrequently when litigation arises.

Knowledgeable, responsive and sensitive to the nuances of such personal decisions, Rees Broome has been the valued advisors to individuals, families and fiduciaries since 1974.