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Estate, Trust & Wealth Preservation

Navigate the legal and tax complexities of wealth preservation

Capabilities at a glance

  • Guiding generations of affluent families with insights informed by experience. We understand the intricacies of sophisticated wealth-preservation structures — when you need them and when you don’t.
  • Comprehensive planning and administration of estates. We work with you to create a customized estate plan and then assist your family with the administration of your estate to ensure your wishes are carried out.
  • Strong client relationships are at the heart of everything we do. We act as trusted advisors and take the time to understand our clients’ concerns and family dynamics.
  • As part of a national, full-service law firm we draw on a deep bench of colleagues able to seamlessly assist clients with business law, charitable planning, tax, real estate and other matters.

Dedicated estate and trust attorneys who are here for your needs

The Estate, Trust & Wealth Preservation Practice Group has been an integral part of Quarles since the firm's inception, and one thing has not changed: our dedication to maintaining strong long-term relationships. Many of the families we counsel have been with us for decades. This long-range view of our clients’ histories and values enables us to provide counsel tailored to their needs. Our approach is personal, and we share a commitment with our clients to ongoing and proactive estate planning. We work with individuals and families to clarify their goals and set a course that enables them to direct their futures.

Comprehensive knowledge of transfer taxes and succession planning

We work with a wide spectrum of clients on their wealth transfer and preservation needs, including business owners seeking to implement succession planning and families with significant wealth they wish to preserve through careful stewardship. We also work with individuals who are engaged in the creation of new wealth and wish to plan thoughtfully for their future.


  • Estate planning
  • Trust and estate administration
  • Fiduciary litigation
  • Charitable planning
  • Tax planning
  • Adoption

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