Trusts & Estates
Our primary goal is to help clients assemble the building blocks of a sound estate plan that will last a lifetime.
Hahn & Hessen is a high-level financial boutique with the legal and financial acumen to handle all aspects of trusts and estates. We offer a wide array of services to our individual clients and their families, charitable organizations and financial institutions—from preparing simple wills and forming family trusts to implementing complex estate plans. We work to ensure that their personal objectives are carried out within an efficient tax structure.
Our clients often view us as their personal advisors. Institutional clients, such as trust departments of major banks, rely on the personal approach we offer to their most valued clients. Our trusts and estates practice group also provides ERISA advice and counsel in connection with complex financing transactions, mergers and acquisitions.
We advise our clients on tax and estate and gift planning on all aspects of inter-generational wealth transfers and business succession planning.
We represent clients in probate proceedings (contested and uncontested), and we represent executors and trustees (individual and corporate) and estate beneficiaries in all matters relating to the administration of estates and trusts. We prepare and file estate tax returns and fiduciary income tax returns. Working with our specialized team of litigators, we offer representation in contested probate proceedings.
We are experienced in proceedings to appoint conservators and guardians, and we call on our litigation group when required. We advise our clients on pre-marital planning and negotiate and prepare pre-nuptial and other agreements.
We offer individuals and charitable organizations a broad range of services related to charitable giving. Our practice is diverse: from the simple review of a gift annuity to the creation and administration of a charitable foundation. We help clients use sophisticated planning techniques to maximize tax benefits while carrying out their charitable goals.
We work closely with clients and their families to create comprehensive multi-generational estate plans and to provide for effective business succession planning.