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Trusts and Estates

Few law firms possess our depth of experience and level of sophistication in all aspects of estate planning. At Morris James, we pride ourselves on developing estate plans that accomplish our clients’ tax- and non-tax-related objectives. Our success in designing workable estate plans arises from careful listening to identify goals and needs, and subsequently applying the benefit of our practical experience in a range of circumstances.

We are adept at crafting estate plans that include strategies for lifetime giving and wealth transfers during life and at death through the use of limited liability companies, trusts, and other vehicles. Our attorneys counsel clients and advise estate representatives and other fiduciaries and beneficiaries on multi-generational transfer planning, asset protection, general matters of estate and trust administration, federal, state and local estate tax issues, post-mortem planning, and tax-saving strategies.

Our attorneys also take into consideration the non-tax aspects of estate planning, such as practical concerns regarding appointment of fiduciaries, the management of business, real estate and other assets, planning for inter-generational ownership, succession or exit of family businesses, and use of life insurance and employee benefits.  We also advise clients as to the potential state income tax and other advantages available to non-residents of Delaware with the use of Delaware trusts.

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