For generations, Goulston & Storrs has represented successful families on all matters pertaining to the ownership and transfer of their family wealth. Our Private Client & Trust group follows a multi-disciplinary approach that brings to bear the business, real estate, tax and other expertise of attorneys throughout the firm. Our services are provided with the assistance of experienced non-attorney professionals who are responsible for many day-to-day aspects of the administration of estates and trusts.
Many of the individuals and families represented by Goulston & Storrs on family wealth matters are the principals of family-owned and closely-held business entities. Others own substantial interests in publicly-traded business enterprises and retirement vehicles. Frequently, this representation extends to several generations within a family, facilitating comprehensive planning with regard to the family’s long-term objectives. In our day-to-day practice, we also represent estates, trusts, guardians and conservators of individuals under disability, and charitable foundations and other not-for-profit organizations, including educational, healthcare and social service institutions.
The firm has been in the forefront in developing and implementing sophisticated tax-sensitive planning techniques for individuals and families, and for the largest and most complex estates. We treat our clients’ fundamental family and charitable objectives as paramount. We also offer the full range of services relating to probate matters and the administration of estates and trusts. Components of our Private Clients and Trust practice include:
For further information about the Goulston & Storrs Private Client & Trust group, please contact our group co-chairs, Mark Balk and Nancy Samiljan.