Practices & industries
Private Client
Overview
Day Pitney's lawyers have extensive experience serving the unique needs of individuals and their families, fiduciaries, and tax-exempt entities. We have one of the largest private client practices in the country, and our lawyers collectively have hundreds of years of experience helping our clients plan for the future.
We offer our clients a complete range of services in the following areas:
- Estate planning
- Estate, gift and income tax planning
- Business succession planning
- Estate administration
- Trust administration services
- Guardianships and conservatorships
- Disabilities and special needs planning
- Probate controversies
- International trusts and estates planning
- Tax-exempt organizations and charitable giving
- Art collections and investments
Day Pitney's private client lawyers regularly work in collaboration with our corporate, employment, real estate, trial and environmental lawyers to achieve our clients' individual and business objectives.
Areas of Focus
Related Practices and Industries
News & Insights
Thought Leadership
- Protecting Your Child's Wealth: 5 Ways To Extend A Trust, February 26, 2025
- Delivering Excellence Across Generations and Borders, February 13, 2025
- Despite SCOTUS Lifting Injunction, Corporate Transparency Act Reporting Remains Suspended, January 28, 2025
- Generations Newsletter - Winter 2024, December 30, 2024
- Estate Planning Update - Winter 2024, December 30, 2024
Events
- Day Pitney Hosts Thought-Provoking Palm Beach Family Office Forum, May 19, 2023
- "Wills for Veterans," Day Pitney, MA Ch. of the Federal Bar Assoc., and MA Dept. of the Jewish War Veterans of the U.S.A., November 10, 2022
- "Estate Planning Basics," Wills, Trusts and Estates Forum, March 12, 2020
- Investing in Art, October 17, 2018
- The Power of Women with Wealth, October 3, 2018
News
- Day Pitney Named Finalist in Five Categories for 2025 Family Wealth Report Awards, March 11, 2025
- Day Pitney is Proud to Announce Leadership Recognition for Megan Ferris with the Greater Miami Tax Institute, March 6, 2025
- Day Pitney Repeats as Best Law Firm in Estates and Trusts at 2025 Private Asset Management Awards, February 7, 2025
- Dina Kapur Sanna Honored in Law.com's 2025 Private Client Global Elite Directory, January 28, 2025
- Day Pitney Secures Three Awards at the 2025 Family Wealth Report Miami, Latin America, and Caribbean Awards, January 17, 2025
Related Content
Day Pitney LLP provides secure internet access for trust clients who have accounts on our SEI Trust 3000 Accounting platform via CConnect. Clients are be able to obtain current account transactions, market values (close of previous business day), asset details, cost basis information and statement of accounts.
CConnect is compatible with all browsers regardless of versions.
If you do not have internet access to your Day Pitney LLP account, please contact your attorney or contact Ann-Marie English at (617) 345-4810 or Evan Firestone at (617) 345-4612.
Trust Services - Account Access
AFFILIATIONS Family Office Association, Resource Council Member
Awards
Ranked consecutively since 2016
No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome. See Awards Methodology.
Contacts
