Trusts & Estates

Davis Polk's trusts and estates lawyers counsel clients on estate planning, estate and trust administration, investment fund management, the use and development of new financial products, and charitable giving, with an emphasis on the tax and fiduciary issues involved in all of these endeavors. Our clients include a wide range of individuals and institutions, including executives, entrepreneurs, professional fiduciaries, financial institutions, charitable foundations and families who have been clients for generations.

Our trusts and estates lawyers work closely with their colleagues in our Corporate and Tax Departments. We advise clients on derivative and other transactions involving individuals, trusts and estates, the estate planning components of employee compensation programs and investment funds, and the fiduciary issues faced by financial institutions seeking to cross-sell the products and services of their affiliates.