Gallivan White Boyd’s trust and estate planning practice offers a comprehensive range of services for achieving your personal and business planning goals, including tax minimization, asset protection, wealth preservation, and family unity.

We appreciate that with the ever-evolving world, there are many aspects to consider when determining how you would like to leave your estate. GWB can help you navigate the many questions that come with coordinating each of your documents so that an efficient and effective plan is in place.

Our representative experiences include:

• Estate and gift tax planning, federal and state tax planning, and local tax planning
• Drafting of wills, trusts and power of attorney
• Trust modifications
• Estate and trust administration
• Charitable gift planning, including formation and operations of family foundations
• Special needs planning
• Advice and outside general counsel services to trustees, trust departments, trust companies and beneficiaries
• Tax controversy litigation and dispute resolution
• Efficient wealth transfer and preservation techniques