Protecting Wealth. Preserving Legacies.
From estate planning and trust administration to high-stakes trust and estate litigation, Cummins & White provides comprehensive counsel to individuals, families, fiduciaries, and business owners at every stage of the wealth preservation and succession process.
Our attorneys help clients protect assets, minimize tax exposure, navigate complex family and business transitions, and create plans designed to preserve wealth for future generations.
Estate Planning & Wealth Transfer
Effective estate planning is about more than distributing assets—it is about protecting your family, preserving your values, and creating a roadmap for the future.
We work closely with individuals, families, and business owners to develop customized estate plans that reflect their goals while addressing tax, asset protection, and succession considerations.
Our estate planning services include:
Foundational Planning
- Wills and revocable trusts
- Powers of attorney
- Healthcare directives and living wills
- Planning for incapacity
Advanced Wealth Transfer Strategies
- Estate, gift, and generation-skipping transfer tax planning
- Irrevocable life insurance trusts
- Multi-generational trust planning
- Lifetime gifting strategies
Family & Business Planning
- Family business succession planning
- Family limited partnerships and limited liability companies
- Stock options and executive compensation planning
- Prenuptial and postnuptial agreements
Charitable Planning
- Charitable trusts
- Private foundations
- Donor-advised funds
- Values-based legacy planning
Trust & Estate Administration
The administration of a trust or estate can be complex, particularly during an already difficult time for families and loved ones.
Cummins & White guides trustees, executors, personal representatives, beneficiaries, and fiduciaries through every stage of the administration process, helping ensure assets are managed and distributed efficiently and in accordance with the decedent’s wishes.
Our attorneys assist with:
- Trust administration
- Probate proceedings
- Trustee representation
- Executor and personal representative guidance
- Beneficiary representation
- Conservatorships and guardianships
- Fiduciary compliance and reporting
Trust & Estate Litigation
While careful planning can often prevent disputes, conflicts involving trusts and estates do arise. When they do, our attorneys provide strategic representation focused on protecting our clients’ interests while pursuing efficient and practical resolutions.
We represent trustees, beneficiaries, executors, family members, and business owners in a wide range of trust and estate disputes, including:
- Trust and will contests
- Fiduciary duty claims
- Trustee and executor disputes
- Trust interpretation matters
- Estate and trust accounting disputes
- Undue influence claims
- Capacity challenges
- Beneficiary disputes
- Business succession conflicts
- Probate litigation
Whenever possible, we seek to resolve disputes through negotiation, mediation, or other alternative dispute resolution methods. When litigation becomes necessary, our attorneys bring decades of courtroom experience to protect our clients’ rights and interests.
Comprehensive Counsel for Generations
For more than 75 years, Cummins & White has helped individuals, families, fiduciaries, and business owners navigate the legal and financial complexities of wealth preservation, succession planning, and trust administration.
Whether you are creating an estate plan, administering a trust, managing a family business transition, or resolving a trust or probate dispute, our attorneys provide the practical guidance and trusted counsel needed to move forward with confidence.
