Estate, Trust & Wealth Preservation

The Estate, Trust & Wealth Preservation Practice Group has been an integral part of Quarles & Brady since the firm's inception. Now, as then, we work with a broad spectrum of clients on wealth transfer and preservation issues, including business owners seeking to implement succession planning; individuals with newly acquired wealth who wish their estate plans to transmit their values, as well as their assets, to future generations; and families with significant inherited wealth that wish to honor and preserve their inheritance through careful stewardship. We are best able to provide value to clients whose financial circumstances make transfer taxes a consideration that permits them to take full advantage of our experience. We also welcome the opportunity to work with individuals who are actively engaged in the creation of new wealth and who wish to plan thoughtfully for their future.

National Presence

Across the firm, more than 20 highly qualified attorneys work with clients at every stage of life and career: new professionals, beneficiaries, individual and professional trustees, startup and established business owners, executives, and retirees. This national presence is particularly important as business and family life have become increasingly mobile: many of our clients have homes, businesses, and financial commitments in several states.

Quarles & Brady's Estate, Trust & Wealth Preservation Practice Group is strategically located in the following cities:

  • Chicago, Illinois
  • Milwaukee, Wisconsin
  • Naples, Florida

Regional Experience

Many individuals and families are, with increasing frequency, retiring and moving to Florida. Our group has a strong regional presence that makes us uniquely positioned to meet the specialized needs of those individuals and families related to estate planning, probate, and trust administration. This regional presence is also beneficial for out-of-state relatives in attempting to navigate through the probate process, which is governed by state law and varies from state to state.

Dedicated Team

Unique among many larger firms, the Estate, Trust & Wealth Preservation Practice Group is a dedicated team of attorneys whose primary focus is the provision of trust and estate planning services to our clients. Many of our clients have come to us as a direct result of our reputation for high-quality service and excellent legal counsel, while others come from businesses and organizations also represented by the firm.

Broad-Based Legal Knowledge

Our attorneys have extensive experience in all aspects of trust and estate law. As clients’ needs expand and develop, we regularly draw on the knowledge and resources of many of the firm’s more than 500 attorneys. We work closely with the firm’s corporate, tax-exempt, litigation, tax, real estate, securities, labor & employment, and family attorneys in order to seamlessly respond to the full range of client needs and concerns.

Administrative Experience

Unlike many firms, we prefer to work with clients at every step in the trust and estate planning process. This means that we regularly administer the plans we have helped create. Rather than farming out portions of an estate or trust administration, we can do all the necessary accounting and tax-return preparation—and in doing so, we ensure that our clients’ wishes are carried out in full and with complete accuracy.

Client Relationships

Understanding that client needs evolve with time and changing circumstances, we strive to develop effective, long-term relationships. Many of our clients have been with us for decades, as a result of our open, frank communication style and our commitment to quality. This long-range view of our clients’ histories and goals enables us to provide counsel tailored to their unique needs.

Quarles & Brady views estate planning as an ongoing process that comes into play at natural stages of professional and personal life. We work with clients to clarify their own unique circumstances, goals, and requirements, and help set a financial and legal course that enables individuals and families to more effectively direct their own futures.

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