Trusts & Estates

TrustsEstatesTransitioning a family’s wealth through successful succession planning has always been a key component of RotenbergMeril’s trust and estate department. We assist families with tough choices in a respectful and confidential manner.

Our goal is to help you keep more of what you have earned. Our dedicated team is skilled at finding opportunities to minimize or defer taxes using the latest techniques available while staying up to date with ever-changing and increasingly complex trust and estate tax laws.

Our trust and estate services include:

  • Grantor trusts
  • Family limited partnerships
  • Charitable lead unitrusts
  • Generation skipping trusts
  • Dynasty trusts