Practice Group / Trusts & Estates
Sheehan Phinney's trusts and estates attorneys advise individuals, families, business owners, trustees, executors, beneficiaries, family offices, and professional fiduciaries through every stage of estate planning and administration.
We design plans that protect families, preserve wealth, address incapacity, minimize tax exposure, and support charitable goals, coordinated with each client's assets, family dynamics, and long-term objectives. We also counsel fiduciaries and beneficiaries on the practical and legal issues that follow incapacity or death, including trust administration, probate, governance, and disputes. Our attorneys work closely with clients' financial advisors, accountants, and other professionals to build plans that are practical to implement and administer.
Experience That Extends Beyond Drafting
Our practice combines decades of private-client representation with senior legal, compliance, and operational experience inside independent trust companies serving high-net-worth and ultra-high-net-worth families. That perspective allows us to evaluate every plan from both sides: how it should be designed today, and how it will be interpreted and administered years later. We help clients choose appropriate fiduciaries, define responsibilities, and prepare family members and advisors for the work ahead.
Estate & Wealth Planning
Trust & Estate Administration
Fiduciary Counsel & Governance
Business Succession Planning
Trust & Estate Disputes
Thoughtful planning / Practical administration / Experienced fiduciary counsel
Practice Chairs
Mark B. Bartram
“We work closely with individuals, families, trustees, and family offices to develop estate and fiduciary planning strategies that are thoughtful, practical, and tailored to each client’s long-term objectives. Effective trusts and estate planning requires not only technical legal knowledge, but also an understanding of family dynamics, fiduciary responsibilities, and the importance of preserving wealth and legacy across generations.”
Bradford E. Cook
“We believe that the right estate plan goes beyond demographics and financial information. That’s why we prioritize meeting and listening to the wants and needs of our clients and their families, to develop a plan that truly works for all involved.”
