Trust and Individual Client Group

The Trust and Individual Client Group at Davis Malm provides planning services to personal clients, including individuals, families, and business owners, as well as trust and estate administration services to trustees and executors.

Services for Individuals and Families
Our comprehensive services to individual clients and families include:

• Trust creation
  
• Trust administration
  
• Service as professional fiduciaries (as trustees and executors) for clients
  
• Creation of personal foundations and not-for-profit charities

For busy families, we are available to monitor investment programs for performance and tax efficiency. We provide advice regarding individual income tax, estate and gift taxes and charitable giving.

Services for Fiduciaries
We provide comprehensive services to trustees of trusts and executors of estates including:

• Probate administration
  
• Trust administration
  
• Monitoring investment programs
  
• Fiduciary litigation, including trust and estate litigation matters, surcharge claims, will contests, will and trust interpretation disputes, tax audits and breach of fiduciary obligation claims
  

Services for Business Owners
We also provide a wide range of services for individuals whose assets include interests in closely held businesses including:

• Estate and succession planning
  
• Tax planning
  
• Corporate legal maintenance
  
• Reorganizations
  
• Life insurance and benefit programs
  
• Exit strategies
• Buy-sell, restrictive stock and employment agreements
• Planning for liquidity in the event of the owner's deathD
• Developing and implementing exit strategies from the business for
  inactive family members