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Practices & industries

Private Client

Overview

Day Pitney's lawyers have extensive experience serving the unique needs of individuals and their families, fiduciaries, and tax-exempt entities. We have one of the largest private client practices in the country, and our lawyers collectively have hundreds of years of experience helping our clients plan for the future.

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We offer our clients a complete range of services in the following areas:

  • Estate planning
  • Estate, gift and income tax planning
  • Business succession planning
  • Estate administration
  • Trust administration services
  • Guardianships and conservatorships
  • Disabilities and special needs planning
  • Probate controversies
  • International trusts and estates planning
  • Tax-exempt organizations and charitable giving
  • Art collections and investments

Day Pitney's private client lawyers regularly work in collaboration with our corporate, employment, real estate, trial and environmental lawyers to achieve our clients' individual and business objectives.

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Related Practices and Industries

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Private Client Overview

A Guide to Estate Planning

Trust Account Access

Day Pitney LLP provides secure internet access for trust clients who have accounts on our SEI Trust 3000 Accounting platform via CConnect. Clients are be able to obtain current account transactions, market values (close of previous business day), asset details, cost basis information and statement of accounts.

CConnect is compatible with all browsers regardless of versions.

If you do not have internet access to your Day Pitney LLP account, please contact your attorney or contact Ann-Marie English at (617) 345-4810 or Evan Firestone at (617) 345-4612.

Trust Services - Account Access

AFFILIATIONS Family Office Association, Resource Council Member

Family Office Association Member

Awards

Chambers HNW (Chambers & Partners), 2024
Chambers HNW (Chambers & Partners), 2024

Ranked consecutively since 2016

No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome. See Awards Methodology.

Contacts

B. Dane Dudley
B. Dane Dudley
Partner
West Hartford, CT
| (860) 313-5752
Darren M. Wallace
Darren M. Wallace
Partner
Stamford, CT
| (203) 862-7874
Greenwich, CT
| (203) 862-7800
Amy R. Lonergan
Amy R. Lonergan
Partner
Boston, MA
| (617) 345-4613
Tasha K. Dickinson
Tasha K. Dickinson
Partner
West Palm Beach, FL
| (561) 803-3515
Angela Titus McEwan
Angela Titus McEwan
Partner
Parsippany, NJ
| (973) 966-8054
View all

Latest News and Insights

January 8, 2025
Day Pitney Shortlisted for 2025 Private Asset Management Awards

Day Pitney's Family Office and Trusts and Estates practices have been shortlisted in the "Best Law Firm – Estates and Trusts" and "Best Fiduciary/Trustee Service"
categories for the 2025 Private Asset Management (PAM) Awards.

January 2, 2025
Day Pitney Announces Elevation of New Class of Partners

Day Pitney Press Release

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