Carmody’s Trusts, Estates, and Fiduciary practice provides a complete range of services to address the unique needs of individual clients with strategic planning and counsel to minimize taxes, maximize and preserve wealth, and prepare future generations for success. Carmody’s lawyers have extensive knowledge in the highly technical fields of tax and probate law and also serve as personal advisors to clients on a wide range of legal issues.
We take time to understand and plan toward each client’s unique needs, goals and expectations, and we work with our clients as they implement plans and effect transactions to achieve their estate, tax, business planning, and philanthropic goals. As a result, we form lasting relationships with clients that often span generations.
Carmody is particularly aware of our responsibility to protect the rights and property of elderly clients, as well as those with disabilities and special needs. We have extensive experience in the preparation and administration of special and supplemental needs trusts and serve as zealous advocates for our clients when the need arises.
We advise fiduciaries and beneficiaries on all aspects of trust and estate administration. Our team of lawyers, paralegals and assistants are highly regarded by clients for their accessibility and responsiveness. We value our client relationships and provide quality service at a reasonable cost. Although our role is most often to act as trusted family and business advisors, we also have a robust probate litigation practice to address contested matters.