Trusts, Estates & Family Wealth

Preserving, protecting and reinvesting personal wealth – whether created or inherited – often gives rise to unanticipated legal issues.

Personal wealth in the new economy often comprises a mix of real estate, financial investments, business interests and even intellectual property.  Transfers or disputes related to these special asset classes require legal experience that often goes beyond the skill set of a traditional estate planning practice.

Witham Mahoney & Abbott draws upon its combined business, litigation and trust and estate experience to help individuals optimize and protect their personal wealth, and to counsel fiduciaries in managing that wealth and fulfilling their duties.

We focus on helping clients anticipate and plan around potential problems before they happen.  Should a dispute arise, we work to find creative resolutions that allow clients both to mitigate the potential financial costs that come with litigation and do so in a way that gives them the best chance to move on with family relationships intact.

If litigation becomes necessary, we have a dedicated trust and estate litigation practice to handle trust and estate disputes through trial and appeal.  Trust and estate litigation is often complex.  We combine our trial experience, our business transactional knowledge, and our trust and estate expertise to give our clients an advantage in protecting their interests.

Our Trust, Estates & Family Wealth Services:

  • Estate and Family Wealth Succession Planning
  • Trust and Estate Administration
  • Controversial Trusts and Estates
  • Trust and Estate Litigation