Private Client

Planning Today for Tomorrow

When you're planning for how your assets will be distributed and who will carry out your wishes, you need a team that looks at the big picture. Mintz's Private Client Practice is that team. For decades, we have helped those who have existing personal wealth — as well as those who have significant unrealized business wealth — plan for their economic futures and the security of their families for decades to come.

Awards

U.S. News and Best Lawyers®

Practice ranked National Tier 2, Metropolitan Tier 1 in Boston, Metropolitan Tier 3 in New York City and San Diego, Litigation - Securities, "Best Law Firms" (2020)

Our Approach

We leave nothing to chance. As we develop your estate plan, we take into account everything from your family relationships to changing tax laws. And we build flexibility into your plan so it can be changed, as needed, over time. We work collaboratively with your accountant, insurance broker, and investment advisors. And, if necessary, we consult with attorneys in the firm’s other practice areas — such as corporate, executive compensation, and tax — to make sure we've analyzed your situation from every angle.

Trusted Advisors

Estate Planners accredited by the National Association of Estate Planners and Councils
Team members including multiple board members and officers of the Boston Estate Planning Council

We Look Out for You

Estate planning
Estate administration
Tax planning
Business succession planning
Charitable giving
Probate litigation
Prenuptial agreements
Trust administration

Held in High Esteem

Practice includes Fellow in the American College of Trust and Estate Counsel (ACTEC), a group of peer-elected trust and estate attorneys across the US and abroad.