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Practices & industries

Trust & Estates

Overview

With one of the largest and most sophisticated trusts and estates practices in the country, Day Pitney's Trusts and Estates practice group provides the full range of services needed by individuals and their families as well as fiduciaries. The breadth and scope of our services to individuals and families are among the most comprehensive in the country. These services include estate and transfer tax planning, business succession planning, administration of decedents' estates, administration of trusts and guardianships, conservatorships, and other matters relating to incapacity.

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Day Pitney trusts and estates attorneys have extensive experience helping generations of families plan for the future. They provide clients with sophisticated domestic and international estate planning and estate settlement techniques to protect clients' assets during their lifetimes as well as to ensure that their property passes according to their wishes. As the most populous generation continues to age, the Day Pitney T&E attorneys stay abreast of all trusts and estates issues as these issues are being identified, redefined and challenged.

The Day Pitney Difference

Many large law firms have private client practices that function mainly as a service practice. Their depth of experience is limited. Day Pitney has more than 70 lawyers who assist individuals and families with trusts and estates matters full time. Our lawyers are supported by a staff of more than 30 trusts and estates paralegals. Together, we have literally hundreds of years of experience advising individuals and their families, as well as individual and professional fiduciaries, with respect to the full range of trusts and estates matters.

The lawyers in our Trusts and Estates practice group consider themselves part of a team that collaborates to produce the best, most practical results for our clients. Our lawyers regularly consult with one another to take advantage of our collective experience to provide the benefits of the group's knowledge to address any particular situation.

The partners and counsel in our group have been practicing in our field for an average of more than 20 years. When clients consult with a Day Pitney trusts and estates lawyer, they receive the benefit of not only that lawyer's knowledge and experience but also the benefit of a collective group effort over many years to provide cutting-edge yet practical and results-oriented solutions to legal issues.

The Day Pitney Trusts and Estates practice group is also different in that it works in collaboration with all the firm's lawyers to provide whatever services are needed for our clients. For example, our corporate, employment, real estate, trial and environmental lawyers regularly provide advice with respect to legal issues relating to our clients and their business interests. When a client retains Day Pitney to advise on a matter encompassed by our practice, they can be assured that all the resources of the firm will be available to provide whatever assistance is needed for issues that arise in the current engagement or in the future.

Our attorneys are highly recognized in their field. Our team includes 15 attorneys who are elected fellows of the American College of Trust and Estate Counsel (ACTEC), a group of peer-elected trusts and estates attorneys across the United States and abroad with more than 10 years of experience in the active practice of probate and trust law or estate planning.

The Day Pitney Trusts and Estates and Family Offices practices and attorneys have been recognized locally and nationally by publications including; Chambers High Net Worth (HNW) Guide, U.S. News & World Report, and Best Lawyers®.

No aspect of these advertisements has been approved by the highest court of any state.

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Named "Best Law Firm – Estates and Trusts" by Private Asset Management, 2024 Private Asset Management Awards 2024. Winner - Best law firm - estates and trusts: Day Pitney LLP Named "Law Firm of the Year," in the "Best Law Firms" Trusts and Estates Law category by U.S. News & World Report and Best Lawyers®, 2021 Best Lawyers - Law Firm of the Year - US News - 2021 Named a Finalist for "Legal Team of the Year," by Family Wealth Report, 2021 Family Wealth Report Awards 2021 Shortlisted for "Best Law Firm - Estates and Trusts" by Private Asset Management Awards, 2021 PAM Awards 2021 - Short Listed Logo Shortlisted for "USA Private Client Team of the Year – East Coast," by Chambers HNW (Chambers & Partners), 2020 Chambers Shortlisted High Net Worth Awards Named "Best Law Firm – Estates and Trusts" by Private Asset Management, 2020 2020 PAM Award Shortlisted for "Legal Team of the Year," by Family Wealth Report, 2019

Family Wealth Report Awards 2019 Shortlisted

Named "Law Firm of the Year" by Family Wealth Report, 2017 Winner Family Wealth Report Awards 2017 Finalist in "Accounting, CPA or Law Firms Serving Family Offices" category for Family Wealth Alliance Best in the Industry Awards, 2018 The Family Wealth Alliance Shortlisted in two categories, "Best Private Client Law Firm" and "Best Trusts and Estates Division," by Private Asset Management (PAM), 2018 Private Asset Management Awards 2018 Shortlisted Shortlisted in two categories, "Legal Team of the Year" and "Family Wealth Counseling," by Family Wealth Report, 2018 Family Wealth Report New York Awards 2018 Shortlisted Named a Family Office "Industry Awards" Finalist by Wealth Management WealthManagement.com 2017 Ranked as "Highly Commended" in categories for "Best Private Client Law Firm" by Private Asset Management (PAM), 2017, 2019 Private Asset Management Awards - Highly Commended - 2017

Shortlisted for "Law Firm of the Year" by Family Wealth Report, 2016 Shortlisted Family Wealth Report 2016 Ranked Nationwide, and Band 1 in Private Wealth Law, CT and MA, by Chambers HNW (Chambers & Partners), 2016-2020 Chambers - High Net Worth - 2020 Ranked Band 1 in Wealth Management, Nationwide, by Chambers USA (Chambers & Partners), 2010-2016 Chambers USA 2016 *No aspect of these advertisements has been approved by the Supreme Court of New Jersey. See Awards Methodology. AFFILIATIONS Family Office Association, Resource Council Member Family Office Association Member

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
View all

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