Private Wealth Law
High Net Worth Guide 2024 : Delaware
Band 2
About
Provided by McCollom D'Emilio Smith Uebler LLC
At MDSU, we create comprehensive estate plans for our local, national, and international clients to reduce tax liability and protect their wealth for future generations while taking advantage of Delaware’s favorable trust laws.
Our attorneys guide clients through the estate settlement process, help avoid unnecessary taxes and probate expenses, and minimize disagreements among beneficiaries. We help clients locate and value assets, determine obligations of estates, and prepare all necessary estate and inheritance tax returns and probate documents.
Our Trusts & Estates group routinely assist individuals and major financial institutions alike with the administration of trusts. We draw upon our significant trust experience to assist fiduciaries in all types of trust matters, including complex administrative issues, changes in trusteeship, trust terminations, modifications, reformations, mergers, decantings, nonjudicial settlement agreements, and situs changes.
Chambers Review
McCollom D'Emilio Smith Uebler has a strong reputation for its private wealth practice in Delaware. It handles matters such as trust and estate planning and fiduciary litigation.
Strengths
Provided by Chambers
"The firm is really up-and-coming in the market, making great strides. The attorneys there are excellent estate planners."
"McCollom D'Emilio Smith Uebler is a relatively new firm but the attorneys have been around for a while. It has very talented partners and a lot of talent at the firm."
"McCollom D'Emilio Smith Uebler, Wilmington has grown really well and now has a robust practice. The individuals I know there are very good and work well in this space."
"The firm is really up-and-coming in the market, making great strides. The attorneys there are excellent estate planners."
"McCollom D'Emilio Smith Uebler is a relatively new firm but the attorneys have been around for a while. It has very talented partners and a lot of talent at the firm."
"McCollom D'Emilio Smith Uebler, Wilmington has grown really well and now has a robust practice. The individuals I know there are very good and work well in this space."
Notable Practitioners
Jennifer Smith excels in advising high net worth clients on trust and estate planning and administration. Smith advises beneficiaries and trustees on trusts modification matters, migrating trusts to Delaware and termination of trusts.
Matthew D'Emilio has deep experience handling wealth transfer and asset protection strategies for high net worth individuals. D'Emilio also handles significant trusts and estates litigation mandates.
Will Lunger handles trust and estates administration, estate planning and family business planning matters. He recently joined McCollom D'Emilio Smith Uebler LLC from Martin & Lunger.
"Will is an excellent lawyer. He is particularly very excellent with planning and administration."
"Will has a kind demeanor. He is good to work with and not controversial."
Ranked Individuals at
McCollom D'Emilio Smith Uebler LLC
Delaware