IV.
Practice of the Firm
Estates & Trusts
The orderly passage of what three generations built — planning, administration, contest.
The approach.
The practice plans, administers, and — when required — defends the passage of wealth across generations: instruments drafted for grandchildren not yet born, fiduciaries counseled before they need defending, contests resolved with the family still intact.
Its first matter, in 1953, was a will contest. Its measure of success since has been the contests that never happen.
Representative Matters
2020 — Confidential trust reformation — Nine figures re-settled without court supervision.
2011 — Estate of a founding client — A third-generation transition; no contest, no press.
1953 — Estate of H. Whitlock — The contest that established the practice.
A selection. Most of the practice’s engagements remain, by design, confidential.