Trusts and Estates

A Trusted Advisor

You worked hard for what you have. If protecting those assets so you may eventually pass them onto loved ones is important to you, working with a trusted advisor to develop a strategy that is right for you makes all the difference.

Mirick’s full-service Trusts and Estates Team helps clients at every stage in life.

Practical and Personal Solutions

While there are common considerations, each individual or family situation is unique. At Mirick, we develop practical, personal solutions to meet your goals, mitigate concerns, and minimize taxes.

Peace of Mind

Mirick’s Trusts and Estates Team helps clients move forward with peace of mind, knowing you have a solid strategy in place to address the uncertainties and difficult family dynamics that all-to-often come into play after a loved one passes. Mirick has the longevity to ensure we will be here when you need us.

How We Help Our Clients

We counsel individuals and families in all matters concerning:

• Estate planning
• Gift planning
• Charitable planning
• Fiduciary income tax planning

Our attorneys have extensive experience in:

• Drafting sophisticated estate planning documents
• Implementing wealth transfer strategies
• Managing estates upon an individual’s death
• Implementing tax minimization strategies