Estates and trusts

Planning for the future is something all successful organizations and individuals do.  Deloitte Legal works with:

• Owners of private companies
• Wealthy individuals and families
• Corporations looking to establish or grow their philanthropic activities and legacy

Deloitte Legal assists clients with planning advice, establishing or changing the terms of a trust, making distributions, and making substantial financial gifts to individuals, nonprofits, charities or other philanthropic organizations.  We advise charities on their charters and guide them when questions arise about various types of grants.

Together Deloitte and Deloitte Legal bring mixed teams of lawyers and business professionals specializing in estate planning, commercial trusts, personal trusts, private company services and tax, according to the specific needs and objectives of the individual or company.