Justin W. Whitney

With significant experience advising high-net-worth families on complex estate and gift tax planning and business succession planning, Justin leverages his background as a certified public accountant and his legal master’s degree in taxation to deliver tax-focused solutions to clients. His day-to-day practice involves the preparation of all varieties of trusts including:

• Basic revocable trusts
• Charitable remainder trusts
• Grantor-retained annuity trusts
• Intentionally defective grantor trusts
• Irrevocable generation-skipping transfer tax-exempt dynasty trusts
• Life insurance trusts
• Qualified personal residence trusts
• Spousal lifetime access trusts

Justin also advises business owners on tax-free reorganizations of corporations, partnerships and limited liability companies, business succession planning, the formation of family limited partnerships, and advanced gifting strategies. He has an active trust and estate litigation practice where he advocates in court disputes between trustees and beneficiaries.

In addition to guiding clients on the technical nature of tax, estate and business laws, Justin is well-versed in complex interfamily dynamics and strives to promote family connectivity through communication and transparency. He regularly counsels business owners in ways to ensure that the fortune they spent a lifetime creating doesn’t destroy the family relationships they treasure the most.

Clients count on Justin to organize their affairs, plan their wealth and business transition, and then remain a constant and available resource for the rest of their lives as questions arise and life circumstances change. He endeavors to be the “keeper of the facts” for estate planning clients and a guide for their surviving family members. Clients count on Justin to manage their affairs for their families when their stage in life leaves them without the physical strength or mental acuity to do it on their own.