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  • Who We Are
    • Our Firm
    • Our People
    • Summer Cohort 2025
  • Who You Are
    • Families
    • Businesses
    • Administrators
  • How We Work
  • How We Help
    • Trusts & Estate Planning
    • Estate Tax Planning
    • Asset Protection & Wealth Preservation
    • Probate Litigation
    • Guardianship Administration
    • Estate Disputes & Litigation
    • Fiduciary Litigation
    • Business Succession Planning
    • Trust Administration
    • Tax Compliance for Estates
    • Fiduciary Services
  • Getting Started
    • Why Work With Us
    • How To Start
    • Schedule Online
    • Contact
  • Resources
    • Blog
    • FAQ
    • FAQs – Trust Funding
    • Glossary
    • Pay Online
    • Free guides

Even the President Needs a Great Estate Plan

by Trust Counsel | Feb 21, 2019 | Articles, Asset Protection, Celebrity Estates, Estate Planning, Estate Tax

In honor of Presidents’ Day, it seemed most fitting to feature two of our most famous presidents and their estate plans (or lack thereof): George Washington and Abraham Lincoln. Our nation’s first president, George Washington, died on December 14, 1799. Less than six...

Pet Trusts Offer Protection for Your Furry Family

by Trust Counsel | Jan 18, 2019 | Articles, Asset Protection, Estate Planning, Family, Trusts, Wills

If you’re an animal lover and have a pet of your own, you likely consider your pet to be a member of the family. And since your furry friends can provide protection, emotional support, and unconditional love, such consideration is often well deserved. In stark...

Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 2

by Trust Counsel | Dec 14, 2018 | Articles, Asset Protection, Estate Planning, Financial, Trusts, Wills

  In the first part of this series, we discussed the importance of including your digital assets in your estate plan. Here, we’ll talk about the best ways to get started with this process. Today, estate planning encompasses not just tangible property like finances and...

The “Art” of Estate Planning

by Trust Counsel | Dec 13, 2018 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Trusts, Wills

Just as there is an “art” to collecting artwork, there is an “art” to addressing artwork in a person’s estate plan. The failure of properly planning for the disposition of an artwork collection upon the person’s death can be costly—both in terms of money and family...

David Rockefeller: A Titan of Art Planning

by Trust Counsel | Dec 13, 2018 | Articles, Asset Protection, Estate Planning, Estate Tax, Family, Financial

Earlier this year, the renowned auction house known as Christie’s, staged the most significant charity auction in history: The Collection of Peggy and David Rockefeller. The result: all 1,500 lots sold for a total of $832.6 million—all of which were directed to causes...

Don’t Forget to Include Your Digital Assets In Your Estate Plan—Part 1

by Trust Counsel | Dec 7, 2018 | Articles, Asset Protection, Estate Planning, Family, Trusts, Wills

If you’ve created an estate plan, it likely includes traditional wealth and assets like finances, real estate, personal property, and family heirlooms. But unless your plan also includes your digital assets, there’s a good chance this online property will be lost...
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