How Citrin Cooperman Can Help
Citrin Cooperman’s dedicated Trust and Estate Practice actively assist attorneys, investment professionals, insurance brokers, and other members of our clients’ teams to consider the goals and plans that clients have for the disposition of assets during life and beyond. Our experience runs the gamut from small and less complex matters to substantial and highly complex. Our flexibility in the services we offer is a major benefit to our clients.
Our professionals work with closely-held business owners, Fortune 500 executives, trustees, individuals, fiduciaries, beneficiaries, money managers, and entertainment professionals, to name a few. We understand the importance of a cooperative team of advisors, and work closely with them to help make sure our clients’ matters are handled professionally and with care. We are also happy to make recommendations and introductions.