• Christina Balbo
  • Jessica Biczak
  • Kathleen Lamb
  • Chivian Lewis
  • Chris Perrella
Trusts & Estates

Trusts & Estates

Trusts & Estates General Overview

Brach Eichler's Trusts & Estates Practice Group provides state-of the-art planning for clients and their families, as well as estate/trust administration. Our clients include individuals, closely held business owners, charities and trustees.

The Trusts & Estates attorneys in the Group are familiar with the most sophisticated estate planning opportunities. In addition to dealing with complicated issues associated with intergenerational planning, the Group's attorneys have implemented estate plans involving:

  • Family limited partnerships and limited liability companies
  • Grantor-retained annuity trusts
  • Personal residence trusts
  • Dynasty trusts and other generation-skipping transfers
  • Intentionally defective grantor trusts
  • Irrevocable life insurance trusts (for individual life coverage as well as second-to-die / survivorship coverage)
  • Split dollar life insurance planning
  • Charitable remainder and lead trusts
  • Private charitable foundations
  • Private annuities
  • Asset protection trusts
  • Special needs planning
  • Retirement planning including planning for qualified plans and IRAs
  • Financial powers of attorney
  • Living wills and health care directives

The Group represents business owners with business succession planning, preparation of buy-sell agreements, shareholder's agreements, employment agreements, assistance with pension matters and general tax planning.

In addition, the Trusts & Estates attorneys are actively involved in all aspects of the administration of estates and trusts, including sophisticated postmortem tax planning, death tax return preparation/audit defense and probate court administration. This includes Will challenges, Will and Trust reformation, Contested Accountings and Fiduciary Litigation. The Group, working in conjunction with our litigation attorneys, provides probate litigation attorneys and guardianship petitions.

Through our team of experienced attorneys, paralegals and support staff we are able to provide services for:

  • Planning and preparation of gift tax returns, death tax returns and fiduciary income tax returns
  • Probate court accountings
  • Review and analysis of valuation reports
  • Working closely with certified public accountants
  • Coordination with financial planners
  • All other documents required for administering sophisticated estates 





  • Christina Balbo
  • Jessica Biczak
  • Kathleen Lamb
  • Chivian Lewis
  • Chris Perrella