Representation of Estate and Trust Fiduciaries
A fiduciary, personal representative, trustee, or guardian bears duties of accountability to interested persons and to the courts. He also has many responsibilities to his or her principal. The hand-picked team at the Grupp Law Firm bring their extensive experience to assert and defend fiduciary claims. Our fiduciary representation attorney is also trust and estate attorney and draws on that substantive knowledge when managing a claim that arises within a fiduciary matter.
Matthew P. Grupp, the Managing Attorney of The Grupp Law Firm represents individuals and fiduciaries in the full range of Comprehensive and Integrated Wealth Strategies, to include Asset Protection, Estate Planning, Tax, Probate, Business Exit Planning, and Single Family Private Trust Company Administration matters. He has extensive experience representing individuals with substantial net worth, including entrepreneurs, corporate executives and families with inherited wealth.
In advising fiduciaries seeking to avoid litigation, he counsels the fiduciary concerning how to avoid claims and provide guidance - before any litigation arises - to put the fiduciary in the best possible position in the event litigation does commence.
The strategies he employs include domestic asset protection trusts, single family private trust companies, grantor retained annuity trusts, family limited liability companies, life insurance trusts, family dynasty trusts, charitable split interest trusts and private foundations. Matthew works closely with his clients' other professional advisors in developing coordinated plans addressing his client’s family and business objectives. These objectives often overlap, as in planning for the succession and continuity of corporate control.