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Estate planning is a very personal matter. It takes keen foresight to secure the preservation, and ensure the desired disposition, of assets accumulated over a lifetime. Dentons’ Trusts, Estates and Wealth Preservation team has helped high net worth (HNW) and ultra-high net worth (UHNW) individuals and family offices, as well as individuals of moderate means, prepare for their future health care and financial needs, as well as the future needs of their family members and other beneficiaries.
Our experience includes trust and estate planning and administration, business succession planning, fiduciary accounting issues, will contests, contested accountings, guardianship matters, charitable planning, and estate- and trust-related litigation.
We also provide services at the intersection of asset protection and family law, including: valuation and protection of heritage assets; pre- and post-marital, civil partnership, anti-palimony, cohabitation and other domestic agreements; divorce (alimony, division of marital estate, and child support, custody and parent-time issues); paternity suits; guardianship and conservatorships; qualified domestic relation orders; and protective orders and stalking injunctions.
Family dynamics, particularly situations involving “modern” families or complicated family trees, require carefully considered, detailed estate plans that minimize the chance of fighting among heirs. While a standard last will & testament may be sufficient for some, our lawyers recognize that for most others, additional planning documents and mediation clauses may be needed to avoid future costly confrontations. When disputes arise, we have achieved successful resolution of highly emotional and contentious conflicts by giving full consideration to divergent views, differences of opinion, and conflicting needs and interests. And when litigation is unavoidable, we have successfully prosecuted or defended challenges to the validity or dispositive provisions of a trust or will, or actions against an executor, administrator or trustee.
Key service areas
United States: Davis Brown Wills, Trusts and Probate Department was recognized by Chambers High Net Worth Guide in the area of Private Wealth Law.
Dentons announces the promotion of 36 new partners from the Australia, Canada, Europe, Latin America and Caribbean, Singapore, UK and Middle East and United States regions of the Firm. The new partners represent a range of practices, sectors and industries.
Dentons, the world's largest law firm, has been recognized by The Best Lawyers in America in 200 categories in the 2018 edition of the highly regarded publication. The ranking highlights 138 individual lawyers from Dentons, including nine who have been recognized for more than 25 years, 51 who have been listed for 10 years and 12 who were included for the first time.
United States: In a recent case, the Massachusetts Supreme Judicial Court held that the Settlor's irrevocable trust which he had established for his own sole lifetime benefit could be attached after his death to pay his debts for his pre-death offenses.
United States: An increasing number of people are designing their estate plans with their Revocable Trust as its principal component. This is because the Revocable Trust offers certain advantages over a Will, including greater privacy for the plan and avoidance of probate.
United States: In a recent Colorado Court of Appeals case, the estate of a loan borrower and his Payable on Death (POD) Certificate of Deposit (CD) pledged to secure the loan both had to contribute to the loan payoff. In re Estate of Trevino, 474 P.2d 223.
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Dentons, the world’s largest law firm, announces today that Patricia Lincoln has joined the Firm’s Trusts, Estates and Wealth Preservation (TEWP) practice as counsel. Lincoln, resident in the Kansas City office, will focus on estate planning, probate estates and business planning.
The Tax Cuts and Jobs Act signed into law by President Trump on December 22, 2017 represents the largest overhaul of the tax code since 1986. While the changes to individual income tax deductions and the corporate tax break dominated the news, there were also several major changes made to the estate and gift tax regime.
Dentons, the global law firm, today named Brian Raftery as partner in the Trusts, Estates and Wealth Preservation practice. He will be resident in the New York and Short Hills, NJ offices.
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