Trusts and Estates

Marks Paneth’s dedicated trusts and estates specialists work collaboratively with high-net-worth individuals, executives, business owners and their advisors to minimize the impact of gift, estate and income tax.

Our specialists work closely with attorneys in developing personalized estate plans to maximize intergenerational wealth; design family gift giving programs to take advantage of sophisticated estate planning techniques; create and implement succession plans; and protect assets from unexpected health, personal or business risks.

We are committed to the tax-efficient preservation of our clients’ assets, financial security and, ultimately, their futures. Our commitment to this high level of client service is demonstrated by the long-term relationships we’ve developed with the individuals, families and attorneys we serve.