Services & Industries
Trusts and Estates and Individual Clients
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Day Pitney's lawyers have extensive experience serving the unique needs of individuals and their families, fiduciaries, and a broad range of tax-exempt entities. We have one of the largest individual clients practices on the East Coast, and our lawyers collectively have, hundreds of years of experience helping our clients plan for the future.
We offer our clients a complete range of services with respect to the following:
Day Pitney's Individual Clients lawyers regularly work in collaboration with our corporate, employment, real estate, trial and environmental lawyers to achieve our clients' individual and business objectives.
Named "Law Firm of the Year," in the "Best Law Firms" Trusts and Estates Law category by U.S. News & World Report and Best Lawyers®, 2021
Named a Finalist for "Legal Team of the Year," by Family Wealth Report, 2021
Shortlisted for "Best Law Firm - Estates and Trusts" by Private Asset Management Awards, 2021
Shortlisted for "USA Private Client Team of the Year – East Coast," by Chambers HNW (Chambers & Partners), 2020
Named "Best Law Firm – Estates and Trusts" by Private Asset Management, 2020
Shortlisted for "Legal Team of the Year," by Family Wealth Report, 2019
Named "Law Firm of the Year" by Family Wealth Report, 2017
Finalist in "Accounting, CPA or Law Firms Serving Family Offices" category for Family Wealth Alliance Best in the Industry Awards, 2018
Shortlisted in two categories, "Best Private Client Law Firm" and "Best Trusts and Estates Division," by Private Asset Management (PAM), 2018
Shortlisted in two categories, "Legal Team of the Year" and "Family Wealth Counseling," by Family Wealth Report, 2018
Named a Family Office "Industry Awards" Finalist by Wealth Management
Ranked as "Highly Commended" in categories for "Best Private Client Law Firm" by Private Asset Management (PAM), 2017, 2019
Shortlisted for "Law Firm of the Year" by Family Wealth Report, 2016
Ranked Nationwide, and Band 1 in Private Wealth Law, CT and MA, by Chambers HNW (Chambers & Partners), 2016-2020
Ranked Band 1 in Wealth Management, Nationwide, by Chambers USA (Chambers & Partners), 2010-2016
*No aspect of these advertisements have been approved by the Supreme Court of New Jersey. See Awards Methodology.
AFFILIATIONS
Family Office Association, Resource Council Member
Our Family Office team includes experienced attorneys from multidisciplinary practices who serve the many needs of family offices. This includes extensive experience in private equity, hedge funds, mergers and acquisitions, domestic and international tax, trusts and estates, investment management, regulatory, compliance, risk management, corporate governance, securities, finance, real estate, employment, and litigation, among other areas.
Day Pitney's International Trusts and Estates attorneys are members of the Individual Clients department who focus on planning for U.S. citizens, non-U.S. citizens and multinational families with property and rights in more than one country. Our lawyers strive to combine the highest level of tax planning with careful attention to non-tax issues that promote family harmony and long-term successful stewardship of family assets.
The members of our LGBT Planning practice group have extensive experience in these areas and, when needed, can draw upon the complete resources of our firm. They are uniquely positioned to counsel you in making and implementing the best planning decisions for you, your family and your loved ones.
The Matrimonial practice covers all aspects of marriage dissolution, including spousal and child support, equitable distribution and custody/visitation, as well as pre-marital agreements, palimony, paternity litigation and adoption proceedings.
Day Pitney's Residential Real Estate practice group focuses on real estate located in Greenwich, CT, Fairfield County, CT, Westchester County, NY, and New York City. The group advises individual clients and developers on all aspects of residential real estate transactions.
For children and adults with special needs, seniors coping with the aging process or facing the possibility of long-term care and individuals concerned about medical and end-of-life decision-making, maintaining personal independence and dignity with financial security are the highest planning goals. With profound knowledge and extensive experience in all aspects of special needs, disabilities planning and elder law, our attorneys can provide thoughtful and effective advice to help achieve the personal independence, dignity and financial security crucial to every human being.
Day Pitney's partners are regularly asked to serve as trustees or co-trustees of trusts established by clients who desire continued involvement of their legal counsel in the stewardship of family wealth, in accordance with their wishes as memorialized in the trust documents. In all cases where a partner serves as a trustee, we work with an independent investment advisor to achieve prudent and effective asset management by establishing and monitoring investment goals, cash requirements, and asset allocation in accordance with the policies and procedures of our Trust Oversight Committee.
Day Pitney's Trusts and Estates practice group provides the full range of services needed by individuals and their families as well as fiduciaries with respect to estate and transfer tax planning, business succession planning, administration of decedents' estates, administration of trusts and guardianships, conservatorships and other matters relating to incapacity.
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This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.
