Diserio Martin O'Connor & Castiglioni LLP

Estate Planning and Wills

Our lawyers engage in sophisticated personal estate and tax planning, probate and trust administration, business succession planning and related legal services for family and individual clients, including:

  • Estate planning;
  • Will and trust preparation;
  • Closely-held business practice;
  • Estate, gift, generation-skipping and income tax advice;
  • Life insurance advanced underwriting advice;
  • Charitable foundations and trusts;
  • Will, estate and trust litigation;
  • Marital agreements;
  • Business continuation planning;
  • Generation-skipping and dynasty trust tax planning;
  • Estate and trust administration;
  • Irrevocable insurance trusts;
  • Retirement benefit planning;
  • Guardianships/conservatorships; and
  • Medicaid/Medicare trust planning.

Frequent changes in federal tax and state probate and trust laws challenge lawyers to maintain skills that are current and forward-looking and require a depth and breadth of legal knowledge. In addition, our lawyers in the Trusts & Estates Department draw on others in the firm with experience in tax, labor, general corporate, litigation, and other practice areas and work closely with outside accounting, insurance, investment, banking, and trust professionals in meeting our clients’ needs.