Abbey Dunn

Estate planning, counsel for fiduciaries on probate and trust administrations

Abbey Dunn focuses on estate planning and sophisticated wealth transfer strategies for individuals and families at every stage of life. From foundational estate plans for young families to complex planning for high-net-worth individuals, she develops tailored solutions to protect assets, preserve wealth and provide for future generations. Her experience includes:

• Designing and drafting comprehensive estate plans, including wills, revocable and irrevocable trusts, and planning for individuals, couples and families.
• Developing sophisticated wealth transfer strategies, including advanced trust structures and estate, gift and generation-skipping transfer tax planning.
• Advising on specialized planning needs, including incapacity, charitable giving, business succession and complex family circumstances.

Abbey brings a practical, thoughtful approach to estate planning, helping clients navigate complex legal and tax considerations with clarity and confidence. She collaborates with financial advisors, accountants and other professionals to develop coordinated strategies that reflect each client's goals, family circumstances and long-term priorities.

• Prepares wills, revocable and irrevocable trusts, charitable trusts, special needs trusts, grantor retained annuity trusts, intentionally defective grantor trusts, life insurance trusts and irrevocable family trusts.
• Represents business owners in planning and creating new business entities.
• Assists with the formation and application of nonprofit corporations in their applications for 501(c)(3) status.
• Represents clients in pre- and post-nuptial agreements.
• Represents clients in guardianship administrations.