Trusts & Estates Law

We help you preserve your legacy with the right strategy.

PBY&A’s trusts and estates attorneys are ready to help you plan the future for your business or family. Our firm provides services including – but not necessarily limited to – wills, asset protection, estate planning, transfer of businesses to family members, and family limited partnerships. We also provide personal, business, and family wealth planning. Our team understands the knowledge and forethought required to address these legal issues and will help guide you in making well-informed decisions for your future.


Secure your assets and wealth so liabilities and potential losses are minimized. Restructuring your assets can help protect what you have built.

Forming a tax-exempt organization involves many moving parts, including tax and regulatory compliance, formation, and governance. Getting legal assistance helps ensure you have prepared your organization for long-term success.

Your estate encompasses all your various assets and forms of wealth. An estate plan works to guarantee your assets are distributed according to your wishes when you are no longer around.

Family limited partnerships are used when two or more family members want to combine and protect their assets for a business. These partnerships can provide families with protection from creditors and can be used to reduce estate and gift taxes.

International trade must adhere to a range of laws and regulations. Obtaining legal assistance works to ensure that you and your business are compliant and following best practices in any inbound or outbound international transactions.

Wealth planning incorporates all of your financial interests, including insurance tax and financial planning, and helps to ensure you have everything structured properly for a successful future. These services can benefit you, your family, or your business.

If you have set up a private foundation with family money or other funding, it is important to get legal guidance to establish and structure the foundation effectively. Taxes, grantmaking, and entity creation are just a few details involved in running a foundation that you may need help with.

When an estate enters probate, you want legal assistance to help ensure your assets are received by their intended beneficiary. Our firm is dedicated to helping you make a plan that distributes your assets in a timely manner.

Dealing with a tax controversy involving examinations or the IRS can quickly become complicated. Legal guidance can help get the matter resolved quickly and efficiently.

Trusts can help your estate avoid probate. Our firm can help you establish various types of trusts, including, but not necessarily limited to, revocable, irrevocable, domestic, and offshore. Our experienced attorneys aim to help you select the ideal option for you and your family.

A will is an important step in estate planning that protects your estate and assets and provides for your family when you are no longer around. Our team has the experience to create a will that accurately outlines your wishes for distributing your assets to your beneficiaries.


PBY&A is your trusted law firm, delivering big-firm results with boutique-level attention. Whatever business issue you’re facing, we can help you reach a resolution that works for you.

The PBY&A team is ready to help you. Reach out today to get started.