Trusts and Estates

Brach Eichler attorneys are thoughtful, experienced attorneys who are well versed in handling sophisticated estate planning matters.

~ M.S.

*Results may vary depending on your particular facts and legal circumstances.

Building Legacies. Protecting Futures.

Brach Eichler’s Trusts & Estates Practice delivers sophisticated, personalized estate planning and administration services tailored to the unique goals of individuals, families, business owners, and charitable organizations. Our clients count on us to preserve wealth, protect assets, and ensure smooth transitions across generations.

Our experienced attorneys craft comprehensive strategies involving wills, trusts, and advanced planning vehicles such as grantor-retained annuity trusts, dynasty trusts, and charitable giving structures. We routinely address complex intergenerational wealth transfers, asset protection, and tax-efficient planning, all while remaining sensitive to the intricacies of family dynamics and personal priorities.

What We Do

We focus on the full spectrum of estate planning, trust administration, charitable planning, and fiduciary litigation, including:

Estate Planning

We craft comprehensive estate plans tailored to each client’s unique goals and family dynamics. Our services include:

Custom wills and revocable trusts
Advanced wealth transfer strategies
Generation-skipping and dynasty trusts
Irrevocable life insurance trusts (ILITs)
Grantor retained annuity trusts (GRATs)
Qualified personal residence trusts (QPRTs)
Family limited partnerships and LLCs
Asset protection and special needs planning
Charitable remainder and lead trusts
Private foundations and philanthropic planning
Prenuptial and postnuptial agreements
Living wills and healthcare directives
Retirement and IRA planning

We work proactively to mitigate estate, gift, and generation-skipping transfer taxes, while supporting clients through every life stage and business transition.

Trust and Estate Administration

We guide executors, trustees, and beneficiaries through every phase of estate and trust administration, including:

Probate court filings and compliance
Asset valuation and appraisals
Fiduciary income, estate, and inheritance tax return preparation
Post-mortem tax planning
Trust modifications, decanting, and jurisdiction changes
Fiduciary accountings and audits
Will contests, reformation proceedings, and estate litigation
Guardianship petitions and court representation

We collaborate closely with accountants, appraisers, and financial planners to manage estates efficiently and accurately.

Charitable & Non-Profit Planning

We support individuals and organizations in maximizing charitable impact while maintaining tax efficiency:

Formation and governance of public charities and private foundations
Tax-exempt compliance and IRS representation
Structuring of charitable gifts, grants, and endowments
Planned giving strategies involving real estate, art, or business interests

Business Succession Planning

Our Trusts & Estates team works with business owners to design plans that protect their legacy and ensure a smooth transfer of control. Services include:

Business succession strategies
Shareholder, buy-sell, and employment agreements
Integration with estate and tax planning
Coordination with pension and retirement planning

Why Choose Brach Eichler’s Trusts & Estates Team?

Our clients benefit from a deep bench of legal talent, seamlessly integrated with Brach Eichler’s corporate, real estate, tax, and litigation practices. This multidisciplinary approach allows us to address complex estate and business planning issues from every angle—while maintaining the personalized attention you’d expect from a boutique firm.

We understand that estate planning is not one-size-fits-all. Our attorneys invest the time to understand your values, family structure, and long-term vision. We routinely represent multiple generations within the same family, which is a testament to our commitment and the enduring relationships we foster.

Whether you are safeguarding a lifetime of work, planning for future generations, managing a family business, or navigating probate disputes, our team is ready to help you build and protect your legacy.