ISHERWOOD & ISHERWOOD, P.C.

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Estate Planning & Trusts

Estate planning and the administration of trusts and estates has been an important part of Isherwood & Isherwood's practice. We value our long-standing client relationships and often have the next generation of the same family return to us as clients. We administer sophisticated real property holdings valued into eight figures which require real property development, financial and management skills. Most of our Estate and Trust clients have substantial wealth, however, our clientele represents a broad variety of circumstances. 

Estate planning requires a multi-disciplinary approach that considers the needs of the family, the tax environment, and the problems unique to family business interests or special assets. The highly personal requirements of each client as well as any unique requirements under the laws of the U.S. Virgin Islands must be taken into consideration. To convert these elements into a flexible and effective estate or trust plan requires several talents and our firm has a working relationship with specialists to support our planning efforts when the need arises. Most of all, this area of law requires a personal knowledge of and concern for the client and his or her family. Whether the interests of a client centers on long-term wealth transfer strategies to address potentially onerous estate tax problems; family members who have special needs or specific charitable interests we strive to provide the sophistication and sensitivity necessary to accomplish those goals. Each concern demands a different solution.

 

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Last modified: April 17, 2000