Maynard Nexsen

Managing Shareholder: Jeff Grantham

550+ Attorneys

24 Offices

www.maynardnexsen.com

Maynard Nexsen is a full-service law firm with over 550 attorneys in 24 offices nationwide. Focusing on our clients, our people, and our communities, Maynard Nexsen approaches service with a spirit of collaboration and innovation based on strong relationships grounded in mutual understanding and shared expectations. Our robust practice groups support more than 80 industries and areas of law. We integrate seamlessly across our practice areas to provide the right solution to each client's problems efficiently and effectively, supporting clients' overall initiatives and goals.

High Net Worth Guide

The Estate, Trust, and Business Planning lawyers at Maynard Nexsen represent wealthy families and individuals, closely-held and family businesses, executives of large corporations, individual and corporate fiduciaries and beneficiaries, wealth management companies, and institutional and personal trust departments. Clients turn to Maynard Nesen for seasoned advice and guidance concerning the security of their assets now and into the future. Comprehensive services include:

• Sophisticated will and trust drafting
• Income, estate, and gift tax planning including federal, state, local, and international tax planning
• Business planning including organization, structuring, and transition
• Charitable planning
• Special needs planning
• Insurance and employee benefits planning
• Tax controversy litigation and dispute resolution
• A wide variety of creative wealth transfer and preservation techniques
• Estate, Trust, and Fiduciary litigation
• Estate, Trust, and Fiduciary mediation and Alternative Dispute Resolution

Maynard Nexsen's role as outside counsel to fiduciaries and wealth management institutions includes a collaborative offering of the Firm's Wealth Management and Fiduciary Litigation practices.The Firm provides fiduciaries with advice and counsel to assist them in fulfilling their fiduciary duties while minimizing potential liability. Maynard Nexsen's Fiduciary Advisory Services group includes highly specialized attorneys who practice primarily in the area of trusts and estates, providing counsel on gift, estate, and fiduciary income tax issues; estate and gift planning techniques; trust and estate administration; fiduciary risk management; regulatory matters; and corporate opportunity. Services include:

• The drafting and maintenance of policies and procedures manuals;
• The preparation and review of marketing materials, both from a regulatory and content standpoint; Strategic planning for corporate opportunity, corporate restructuring and overall fiduciary risk management;
• Advice regarding relationship acceptance, including the review and analysis of governing instruments and other risk factors prior to acceptance of appointment;
• Advice regarding relationship termination, including the review or preparation of agreements relating to resignation, release, and indemnity and related pleadings;
• Advice regarding the seeking of judicial instructions and the preparation of related pleadings;
• The preparation of customer agreements and related disclosure documentation;
• The preparation of form documents for use with customers;
• Advice regarding state-specific laws and practices in the trust, estate, guardianship, conservatorship, agency and additional, related private wealth fields throughout a multi-state footprint;
• Representation of fiduciaries and other clients in tax controversies and audits;
• Advice regarding opportunities for trust modification, decanting, change of situs and change of principal place of administration and preparation of agreements and pleadings for their implementation;
• Advice regarding the administration of estates and trusts, including with respect to income and estate tax issues, principal and income allocation, distribution of assets, minimization of risk, ensuring notice to all necessary parties, identifying successors-in-interest and implementing the proper steps to close the estate or terminate the trust; and
• Providing educational seminars to trust advisors and other private wealth personnel regarding current legal trends affecting estate and trust administration.

In addition to the recognition of Maynard Nexsen's Estate, Trust & Business Planning Practice as Band 1 in the Chambers High Net Worth Guide and numerous individuals recognized as leaders in the field by Chambers, six are Fellows of The American College of Trust and Estate Counsel.

Maynard Nexsen's Estate, Trust & Business Planning Practice joins the Firm's extensive list of practice groups and 87 individuals across various offices/states recognized in the Chambers USA Guide:

• Banking and Finance (including Mainly Regulatory)
• Bankruptcy/Restructuring
• Construction
• Corporate/M&A
• Employee Benefits & Executive Compensation
• Environment
• Healthcare
• Insurance
• Insurance: Regulatory
• Intellectual Property: Patent Litigation
• Labor & Employment
• Litigation: Appellate
• Litigation: General Commercial
• Litigation: White Collar Crime & Government Investigations
• Public Finance
• Real Estate
• Tax