Private Client Services

Professional Biography

Our experienced and highly skilled Private Client Services attorneys help our varied clients, both national and international, and from wide-ranging businesses and professions, deal successfully with complex issues that impact them and their families.

From business-succession planning to philanthropic arrangements to trust and estate issues, we provide sophisticated counsel that helps families and individuals with substantial assets maximize their wealth for themselves and future generations. In addition, we pay particular attention to each client’s unique family situation to develop an overall plan that addresses both economic and non-economic concerns.

We provide a full spectrum of private client services, working collegially with your other consultants and advisors to craft seamless and effective solutions to your estate planning needs.

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NLR Thought Leadership Award WinnerEstates and Trusts
Estate and Wealth Planning

Wiggin and Dana’s Private Client Services team is recognized by the National Law Review as a 2021 Go-To Thought Leader for their estate and wealth planning expertise. Wiggin and Dana's team provided insights on estate tax changes with the Biden administration, innovative wealth planning options, and spousal lifetime access trusts, which were all hot topics in 2021. Some contributors include Michael T. Clear, Veronica R.S. Bauer, Robert W. Benjamin, Daniel L. Daniels, Helen C. Heintz and Leonard Leader.

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