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    1. Home
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    4. Private Wealth & Advisory
    5. Trusts, Wills, and EstatesPrivate Wealth & Advisory

    Trusts, Wills, and Estates

    Our clients need and expect detailed and multi-faceted strategies to create practical and tax efficient solutions that will accomplish their estate planning goals of protecting wealth for their families and the causes most important to them.

    Overview

    With a hands-on, practical and client centered approach, we create and implement comprehensive estate and tax planning strategies for our clients’ families and their assets.

    We administer trusts, estates and charitable entities, serving as trustees and executors to carry out our clients’ objectives over time.

    The vehicles we use to protect what matters most to our clients include:

    • Wills
    • Revocable trusts
    • Retirement benefits planning and cash flow analysis
    • Irrevocable gift, GRAT, QPRT and life insurance trusts
    • Asset protection trusts
    • Charitable giving plans
    • Lifetime family giving plans

    We also help clients ensure that their wishes are carried out with respect to health care and financial decisions.

    Being part of a full-service law firm with the complete range of capabilities, we also can help our clients with tax preparation, asset management services, business succession analysis, corporate transactions and retirement benefits planning.

    Together, we can formulate an estate or gift plan to protect you and your family, your business and assets.

    Our Team

    See Full Team
    • Evelyn V. Moreno

      Partner
      Practice Group Leader, Private Clients
      • Boston
      • Office:617.345.6157
      • emoreno@nixonpeabody.com
      Evelyn V. Moreno
    • Jennifer Collins

      Partner
      • Boston
      • Office:617.345.6074
      • jcollins@nixonpeabody.com
      Jennifer Collins
    • Deborah L. Anderson

      Partner
      • Boston
      • Office:617.345.1206
      • danderson@nixonpeabody.com
      Deborah L. Anderson
    • Bryce J. Helfer

      Associate
      • Boston
      • Office:617.345.1344
      • bhelfer@nixonpeabody.com
      Bryce J. Helfer
    • Kaitlyn B. Barnett

      Associate
      • Boston
      • Office:617.345.6127
      • kbarnett@nixonpeabody.com
      Kaitlyn B. Barnett
    • Stephanie C. H. Ardino

      Associate
      • New York
      • Office:212.940.3163
      • sardino@nixonpeabody.com
      Stephanie C. H. Ardino
    See full team

    Insights And Happenings

    • Article

      Gift and Estate Tax: Numbers, numbers, numbers

      Jan 22, 2023
    • Press Release

      2023 U.S. News – Best Lawyers® “Best Law Firms” ranks 24 Nixon Peabody practices as National Tier 1

      Nov 3, 2022
    • Article

      Corporate Transparency Act — First set of final regulations released and deadlines set for compliance under New Beneficial Owner Reporting Rules

      Oct 5, 2022

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