Trusts and Estates

Lewis Roca counsels clients on estate and gift tax planning, including advice on lifetime wealth transfer through qualified personal residence trusts, grantor retained annuity trusts, family limited partnerships, installment sales to grantor trusts, planned giving, charitable remainder trusts, charitable lead trusts, and other sophisticated tax planning techniques.

Our estate planning lawyers are experienced in evaluating the proper uses of insurance in estate planning, and in reviewing clients' assets to structure ownership to minimize gift and estate taxes and they work closely with our corporate lawyers in designing and implementing succession plans for closely held businesses. We also advise clients on both formal and informal probate matters.

Additionally, our firm counsels various professional fiduciaries, such as corporate trustees, on their fiduciary responsibilities and trust interpretation issues.