We are practical problem solvers with decades of experience representing corporate trustees and clients in complex bond and structured products matters. We understand the issues you face and know how to navigate an environment of increasing judicial and investor scrutiny. Our work focuses on your business, and we unite attorneys across specializations – default and restructuring, litigation and finance – to address your unique needs. Whether you’re dealing with actual or potential defaults, disputes with holders or issuers, ambiguities and inconsistencies in trust documents, or trust administration and transaction issues, we collaborate with you to provide consistent, knowledgeable counsel in an ever-changing marketplace.
When it comes to personal trusts, we advise trustees on their fiduciary duties, as well as on state and federal regulatory compliance requirements and applicable tax laws. We understand traditional estate planning and administration functions, including preparing trust agreements and wills, handling probate proceedings and administering revocable and irrevocable trusts. We also advise trustees in the areas of trust decantings, trust modifications and nonjudicial settlement agreements. Through our substantial work for owners of privately held businesses, we are well-versed in asset valuation, estate freezes, recapitalizations, partnerships and the coordination of family estate plans with the needs of a family-owned business. Although a primary focus of our practice is counseling trustees in how to avoid claims for breach of fiduciary duties, when claims are asserted, we have extensive experience resolving them in both litigated and nonlitigated forums.