Estates and Trusts

Kay Casto & Chaney’s trusts and estates practice is regarded as one of the leading concentrations in the area of commercial law. We provide strategic representation in all areas of private client services, including personal tax-driven estate planning, business succession and charitable planning, probate, complex estate and trust administration, estate and trust litigation and charitable organization representation. We represent financial institutions in connection with the administration of estates and trusts, and advise nonprofit organizations and their leadership from origination to dissolution.

Kay Casto & Chaney lawyers prepare wills and trusts, appoint guardians, develop proposals for asset protection, prepare wealth management plans, advise beneficiaries with respect to inheritance, and strategize wealth transfers to designated parties, including post-death administration, and the distribution of assets and benefits. Our firm is comprised of highly skilled trial lawyers, having received national and international recognition as being leaders in their field for commercial litigation, tax law, and tax controversy.