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Practices Practices Section


Personal Planning

Overview Experience Press Room


Practical and innovative estate planning is a necessity for a wide array of high-profile, high net worth individuals and institutions. And as the financial picture for many becomes cloudier as a result of the current economy, our Personal Planning Group stands ready to bring its long history crafting customized estate plans and assisting nonprofit organizations and individual and corporate fiduciaries in even the most complicated environments.

We are adept at creating client-tailored planning tools to protect our clients’ wealth, dispose of their business and real estate holdings, address all relevant tax issues and even protect intellectual property when needed. The lawyers in our U.S. practice also work with our Fiduciary Litigation Group, which includes seasoned probate and trust litigators who represent individuals and corporate fiduciaries entangled in trust and estate-related disputes, privately and in court proceedings.

Department Chair Jay Waxenberg’s experience and reputation have made him one of the most sought-after players in the country among both high net worth individuals and companies. Chambers USA recognized the caliber of his work, as did Worth Magazine, which has repeatedly named him one of the Top 100 Attorneys in America along with David Pratt, a partner in the group and head of our Boca Raton office. In addition, we are complemented by a strong presence in Los Angeles, where partner Andrew Katzenstein has been recognized by Chambers USA for his creativity in estate-related tax work. This platform of top lawyers has led to consistent recognition as one of a small handful of leading players in Chambers USA’s national rankings citing their “good service” and that they are “very responsive and helpful.” We are also noted for our advice on the full range of wealth management issues as well as our increasing activity in the area of fiduciary litigation.

Areas of Focus

  • Estate Planning
    • Drafting Customized Estate Plans
    • Charitable and Financial Planning
    • Forming and Advising Private Foundations
  • Estate and Trust Administration
    • Advising Fiduciaries on Responsibilities
    • Assisting Fiduciaries in the Administration of Complex Estates and Trusts
  • Fiduciary Litigation
    • Claims Against Fiduciaries
    • Will and Trust Contests
    • Guardianship Disputes
    • Charitable and Exempt Organization Controversies

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