The firm counsels clients in the preparation of estate planning documents including formation and administration of trusts, probate administration, and insurance vehicles.

Gilchrist & Rutter represents corporate fiduciaries in large and multi-jurisdictional trust and estate matters involving a wide range of issues. We also offer comprehensive estate planning services. Our goal is to assist our clients in achieving personal and family financial planning objectives in a manner that will minimize tax on family property. We assist in devising charitable giving plans that provide significant benefits to both the client and the charitable beneficiaries.

Contested Trusts and Estates

We represent institutional executors and trustees in contested proceedings involving large trusts and estates. Such representation includes instrument reformation proceedings, instrument interpretation issues, determinations of entitlement, approval of accounts and reports, instructions to fiduciaries, and a full range of adversarial trust and estate matters.

High Net Worth Estate Planning

Our firm assists successful individuals in family wealth planning, including generation skipping transfers, business succession arrangements, and planning for testamentary issues presented in blended families. We also assist clients by implementing cost effective insurance-funded techniques designed to achieve desired liquidity.

Disposition of Unusual and Exotic Assets

We are experienced in planning and administration for the effective disposition of esoteric and potential problem assets such as race horses, yachts, jet aircraft, large real estate holdings, and art collections.