Private Wealth Services
Private Wealth Services
The preservation of wealth and its passing from generation to generation has become an increasingly intricate and multi-layered process. Successful implementation of estate and business succession plans often requires attorneys who are experts in a variety of disciplines. The Troy Law Firm provides a single point of service. Our clients require and receive the customized, personal service of a boutique firm coupled with the comprehensive knowledge base of seasoned lawyers.
This knowledge base extends to gift, generation-skipping and estate tax planning, probate and trust litigation, fiduciary representation, asset protection and business succession planning. Our considerable background includes a full complement of tax, real estate, and corporate attorneys, experienced in advising high-net-worth clients on their sophisticated business transactions. The result is a “well represented” client.
For more than three decades, The Troy Law Firm has exceeded expectations in representing wealthy individuals and entrepreneurs, corporate fiduciaries, and large and complex estates. We have also represented numerous modest individual estates.
We have years of experience counseling both individuals and families on the most advantageous transitions of family businesses and wealth. We also advise clients with respect to maximizing the impact of charitable giving in the most tax-efficient manner possible.
In the fields of probate, guardianship, and trust litigation, we are recognized as leaders. We represent beneficiaries and fiduciaries on a wide range of matters touching all aspects of estate, trust, and fiduciary litigation and complex and disputed administration. Our depth of experience and knowledge make The Troy Law Firm uniquely qualified to formulate creative solutions both in and out of the courtroom, assisting clients with a proactive and protective approach to passing wealth to the next generation.
Throughout its history, The Troy Law Firm has shared the philanthropic passions of our clients and has advised churches, foundations, and other tax-exempt organizations in all aspects of their operations. Our clients include prominent public charities, private family foundations, research organizations, and religious organizations.
We assist our clients, who are tax-exempt organizations, in maximizing their charitable impact and effectiveness while ensuring compliance with local, state and federal laws. Our comprehensive approach ensures that all facets of a tax-exempt organization’s legal needs are met, including matters relating to tax compliance, tax audits, litigation, real estate, planned giving and employment law. We also counsel these clients on maintaining best practices with respect to internal policies and corporate governance.
- Business succession planning
- Competency proceedings
- Defense of individual and corporate fiduciaries
- Estate planning
- Fiduciary and beneficiary representation and counsel
- Fiduciary Risk Management
- Foundations and charitable giving
- Generational planning
- Guardianship appointments and terminations
- Individual advanced wealth
- Litigation involving the Principal and Income Act
- Probate litigation
- Real estate
- Spousal rights litigation, including elective share and homestead
- Removal of personal representatives, trustees and guardians
- Tax and international tax
- Trusts: modification, revocation and termination
- Will and trust construction
- Will and trust contests