Trust Worthy

The Private Client Services Group is a core practice at RCCB and is more expansive than the traditional trusts and estates practice.  

We maintain an open and meaningful dialogue with our clients and help them achieve their unique and personal estate planning goals.  Although the Private Client Services Group has its primary focus on sophisticated wealth transfer tax planning and trust and estate administration, we are frequently called upon to quarterback the corporate, real estate, tax, and litigation needs of our clients.

Our clients include investors, real estate developers, C-level executives at large public companies, principals at private equity and hedge funds, successful professionals, and entrepreneurs and families that have preserved multi-generational wealth.     

In addition to representing wealthy individuals and families, the Private Client Services Group also advises corporate fiduciaries, single and multi-family offices, and investment advisers on wealth transfer tax planning and other matters related to the legal needs of their clients.

In addition to legal advice, the lawyers in our Private Client Services Group participate in and often lead family meetings, make meaningful introductions to develop current and future business opportunities among our clients, coordinate efforts with clients' non-legal advisers, and participate in the decisions that define a family's legacy.  


The foundation of every estate plan covers the transmittal of property and control in the event of death.

  • Wills

  • Living Wills

  • Powers of Attorney

  • Revocable Trusts


For many clients, protecting their assets from the claims of others is often paramount.

  • Structuring Investments

  • LLCs, Limited Partnerships and Corporations

  • Asset Protection Trusts

  • Prenuptial Agreements


We assist many of our clients in achieving their philanthropic pursuits.

  • Private Foundations

  • Charitable Lead Trusts

  • Charitable Remainder Trusts

  • Donor-Advised Funds


With an increasingly small world, many of our clients have assets abroad.

  • Developing global estate plan to be implemented by local counsel

  • Structuring ownership of worldwide assets

  • Assisting with foreign estate administration

  • Serving as local counsel for international families and family offices


We guide our clients through the full life cycle of trust and estate administration. 

  • Representing executors, trustees, and beneficiaries

  • Gift and estate tax return preparation

  • Post-mortem tax planning

  • Coordinating all aspects of estate administration


After the building blocks are complete, many clients turn their focus toward minimizing future wealth transfer tax liabilities.

  • Irrevocable Life Insurance Trusts

  • Sales to Defective Grantor Trusts

  • Grantor Retained Annuity Trusts

  • Qualified Personal Residence Trusts

  • Spousal Lifetime Access Trusts

  • Gift Trusts



  • Publication, RCCB Private Client Services Alert, 2020
  • COVID-19 Crisis: Ensuring Your Estate Planning is in Order
    Publication, Private Client Services Alert, March 2020
  • The Best Estate and Financial Planning Topics
    Speaking Engagement, New York State Society of CPAs
  • Applying Integrated Estate, Financial and Asset Protection Planning
    Speaking Engagement, Virginia Society of Certified Public Accounts
  • Grantor Trust Status: Things That Can Change a Trust’s Status
    Speaking Engagement, Leimberg Information Services, April 2018
  • Publication, ActionLine, Florida Bar Real Property, Probate & Trust Law Section, Winter, 2017
  • Integrated Estate, Financial and Asset Protection Planning
    Speaking Engagement, Pennsylvania Institute of Certified Public Accountants
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