PRACTICE

Trusts & Estates

Overview

At PierFerd, we understand that planning for the future of your family and your assets is a personal and important decision. Whether you need a simple will, a complex trust, or guidance on estate administration, our experienced partners can help you achieve your goals and protect your legacy.

  • Full Spectrum of Business Transactions

    Like traditional large law firms, we regularly assist clients in the full spectrum of business transactions and related company matters, a large portion of which involves mergers and acquisitions, capital markets, banking and credit, employment, regulatory, corporate governance and board advisory, intellectual property, and financial restructuring and reorganization, among others.  

  • Leveraging Technology

    Our Corporate team leverages cutting edge technology in all aspects of practice and our diverse all-partner teams focus on what matters most to our clients and stakeholders, delivering outcomes through shared values of strength, diversity, and collaboration.  

  • Forging Close Partnerships

    We believe in forging close partnerships with our clients to better understand their business operations, enabling us to provide more effective counsel and to deliver exceptional value during pivotal moments that often shape profoundly the trajectory and success of our clients’ businesses.

  • Effective Low-Leverage Platform

    Our unique low-leverage platform is not only more cost-effective, it allows us to focus on fewer, targeted engagements than our peers at traditional, elite law firms. This model allows us to get closer to our clients and to know their  businesses, preferences, and cadence, and to ultimately meet our clients where they are.

Capabilities

Our Trust and Estates Team offers a full range of trusts and estates services, including drafting and reviewing wills, trusts, powers of attorney, health care directives, and other estate planning documents; advising on tax, probate, and asset protection strategies; representing beneficiaries, fiduciaries, and creditors in estate and trust disputes; and assisting with estate and trust administration, accounting, and litigation. We work closely with our clients to understand their unique circumstances, values, and wishes, and to provide customized and cost-effective solutions.