ESTATES and TRUSTS


Comprehensive Estate Planning and Wealth Preservation

The attorneys at Kalbian Hagerty LLP provide experienced representation in comprehensive estate planning and wealth preservation for both American and foreign business owners, and wealthy individuals and their families.


We advise a diverse client base and work directly with our clients to provide sound tax and business planning advice to create an estate plan that achieves the client’s goal in a manner that minimizes the time and expense of estate administration.


Among our multi-disciplinary services are:


  • Advice on the administration of estates and and trusts
  • The creation of trusts to effectively transfer property to spouses, children and charities
  • The creation and management of charitable entities
  • The creation of estate planning vehicles to successfully transfer ownership of family businesses at minimal tax exposure
  • The preparation of wills, living wills, and powers of attorney
  • Worldwide tax planning for high net worth individuals with assets located both in the United States and overseas



    • Key Contacts:

    James R. Hagerty





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