Trusts & Estates

CTSW is experienced in helping our clients achieve long term goals while minimizing tax consequences.  We protect the legal and financial interests of high net worth individuals and families, entrepreneurs and closely-held businesses.   We focus on the client’s needs and desired disposition of wealth and advise clients on estate, tax and family business succession planning as well as establishing trusts and other investment vehicles. 

Our clients include individuals, families, privately-owned companies, private foundations and public charities, with holdings and locations in the U.S. and abroad, as well as individuals and banks acting in fiduciary capacities such as executors, trustees, guardians, conservators, and committees.