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Trusts & Estates

Trusts and estates attorney

When planning for your future it’s important to have the right people by your side. Our trust and estate attorneys are here to help you craft a strategy that fits the unique needs of your family, assets, and goals.

DRM provides counseling and advice on a wide range of services in the areas of trust and estate planning and administration, tax planning and charitable giving for both U.S. citizens and non-U.S. citizens. We offer creative solutions to complex issues, working with clients to create plans that achieve their goals and collaborating with other DRM attorneys when a client’s needs involve other areas of the law.

Our team provides support for:

  • Estate and trust planning
  • Gift, estate, and generation-skipping tax planning
  • Charitable planning
  • Life insurance planning
  • Family real estate planning
  • Business succession planning
  • Probating wills
  • Trust administration
  • Gift and estate tax returns
  • International estate planning
  • Probate and trust dispute resolution
  • Asset protection

Concentrations

Business Law Tax Law

Willemien Dingemans Miller

Chair

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Andre D. Bouffard

Director

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Thomas C. Csatari

Director

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James G. Wheeler, Jr.

Director

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Attorney Alison Wells Sherman

Alison Sherman

Associate

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RYAN-FLATLEY-HEADSHOT

Ryan Flatley

Of Counsel

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Tracy L. S. Bickford

Paralegal

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Linda C. Drinkwater

Paralegal

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Julia K. Korkus

Paralegal

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Victoria C. Olsen

Paralegal

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Trusts & Estates

Ryan Flatley Joins DRM, Trust and Estate Practice Expands in Burlington

Trust and Estate attorney Ryan Flatley has joined DRM. The firm also announces the expansion of its on-site T&E group in Burlington, VT.
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Trusts and Estates January 2021 Tax Update

In this 2021 trusts and estates tax update, you'll learn about the potential acceleration of federal estate tax exemption decrease and increase of income tax rates, what those changes mean for your estate planning and next steps you should take.
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The SECURE Act Changes How Beneficiaries Inherit Retirement Accounts

The SECURE Act significantly changes the distribution rules for beneficiaries of tax-deferred retirement plans and individual retirement accounts, that in turn have a major impact on the estate planning landscape for retirement benefits. 
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COVID-19 and Estate Planning

Trust and Estates Attorney, Willemien Dingemans Miller helps clients navigate estate planning during the coronavirus pandemic.
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