Trusts and Estates

The attorneys of the Phillips Nizer LLP Trusts and Estates Department bring to their tasks invaluable experience and close "hands on" attention in the planning and administration of estates and trusts. The senior members of the department are widely known authors and lecturers on estate planning subjects, with emphasis on gift, estate and generation-skipping transfer taxation and the income taxation of trusts and estates. In addition to domestic estate planning, the Department offers extensive skill and experience in international estate planning and transnational estate planning and wealth organization for U.S. persons with substantial assets abroad, non-U.S. persons with substantial assets in the United States, and non-U.S. persons of substantial means who plan to become U.S. tax residents or domiciliaries.

In planning for reduction of the impact of taxation on the transfer of wealth from generation to generation and the preservation of family owned businesses, the Department, often working together with members of the firm's tax, pension, real estate and corporate departments, employs all available tax planning tools, including family limited partnership formation, life insurance trusts, grantor retained annuity trusts and unitrusts, qualified personal residence trusts, private annuities, intentionally "defective" grantor trusts, self-canceling installment obligations, private foundations and charitable lead and remainder trusts. Planning for the tax efficient disposition of qualified retirement benefits is frequently involved in the Department's services.

Recognizing that tax reduction is often of secondary concern, members of the Department are sensitive to the needs of clients dealing with problems arising from remarriages, the conflicting or merely different interests of beneficiaries, and needs to provide for the young, the elderly and the disabled.

The firm represents individual and corporate executors and trustees in connection with the administration of trusts and estates, assisting sometimes inexperienced fiduciaries in the performance of their duties. Services to executors include post-mortem income tax planning, representation in state and federal estate tax proceedings and matters involving the disposition of assets of every description. The Department takes pride in its ability to accomplish efficient and economical administration of estates and to offer wise counsel to trustees of testamentary and lifetime trusts.

The Department also regularly offers expert advice regarding deferred charitable giving and represents directors and officers of charitable corporations and foundations and trustees of charitable trusts.

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Peer Reviews

  • 5.0/5.0 10 reviews
  • Legal Knowledge

    5.0/5.0
  • Analytical Capability

    5.0/5.0
  • Judgment

    5.0/5.0
  • Communication

    5.0/5.0
  • Legal Experience

    5.0/5.0

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Client Reviews

  • 4.9/5.0 2 reviews
  • 100% client recommended 2 recommendations
  • Communication

    5.0/5.0
  • Responsiveness

    4.3/5.0
  • Quality of Service

    5.0/5.0
  • Value for Money

    5.0/5.0
  • Andrew E. Goldstein Read 1 review

    4.8/5.0 on 03/10/10

    Excellent work ethic, great knowledge and helped push through a legal matter quickly. Read more

    Excellent work ethic, great knowledge and helped push through a legal matter quickly.

    • Communication

      5.0/5.0
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      4.0/5.0
    • Quality of Service

      5.0/5.0
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      5.0/5.0

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  • phillips-nizer-llp

    5.0/5.0 on 09/30/11

    They handled our class action litigation for over 27 years and successfully brought about a fair settlement for ourselves and the other litigants. Our case outlasted many... Read more

    They handled our class action litigation for over 27 years and successfully brought about a fair settlement for ourselves and the other litigants. Our case outlasted many attorneys' careers and this law firm was fantastic and never gave up our fight.

    • Communication

      5.0/5.0
    • Responsiveness

      5.0/5.0
    • Quality of Service

      5.0/5.0
    • Value for Money

      5.0/5.0

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Diversity

At Phillips Nizer LLP, we value the diverse and unique perspectives, experiences, backgrounds and characteristics of each person in our firm, including his or her race, ethnicity, national origin, religion, culture, age, gender and sexual orientation, and we are committed to policies that extend equal opportunities to all.  We recognize that diversity promotes justice and is an important element in our professional growth. 

Our guiding principle, the resourceful representation of our clients, is enhanced by an atmosphere of inclusion.  We best serve the wide range and values of our clients and fulfill our professional obligations by supporting and strengthening our commitment to diversity. 

Our Diversity Committee reviews our existing policies and practices (including recruitment, promotions, training, seminars, continuing legal education and pro bono opportunities) and identifies and explores new and different means of ensuring that they are consistent with and advance our diversity goals.  Our Diversity Committee includes members of our Executive Committee and other respected professionals of various backgrounds who are dedicated to our objectives.

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