Trusts & Estates

Sun Tavern, Town Hall Green

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Brody Wilkinson’s Trusts & Estates Group is one of the most sophisticated and extensive practices of its kind in Fairfield County

The Group provides diverse and highly personalized services to individual clients and family offices throughout Connecticut in the areas of estate and tax planning, estate and trust administration, wealth preservation and transmission, charitable giving, business succession planning, conservatorships and guardianships, family foundations and elder law. In addition, when disputes arise related to will and trust contests, fiduciary management controversies, accounting matters, guardianship and conservatorship issues and fee debates, we are well equipped to resolve these disputes through negotiation and, when necessary, litigation. The value we add to this process is substantial given the fact that we not only understand the substantive nature of these issues but also possess the strategic and tactical skills necessary to bring such cases to trial. We represent a substantial base of senior executives, entrepreneurs, wealthy individuals and “the family next door.” In addition, the Group counsels many charitable organizations on tax planning.

Brody Wilkinson’s depth in the trusts and estates area extends beyond the capabilities and experience of the ten attorneys who practice within the Group. Our work is facilitated by a team of four paralegals and a fiduciary accountant as well as through the use of a unique and proprietary document management system. In addition, with support from the firm’s Business, Dispute Resolution and Real Estate Groups, we are qualified to address the complex business and real estate issues which often arise with respect to planning. This cross-disciplinary approach enables the firm to coordinate and manage the needs and goals of these clients, both personal and business, in a seamless manner. We also counsel these clients with respect to business succession planning.

Brody Wilkinson maintains a strategic affiliation with the law firm of Jeck, Harris, Raynor & Jones, PA in Juno Beach, Florida, to serve the estate and tax planning needs of clients who divide their time living between Connecticut and Florida. While this relationship facilitates the cooperation between our two firms, both remain independent. The collaboration enables us to assist our clients and preserve valued long-term relationships.

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