Estate Planning & Trusts - Miller, Miller & Canby
Client Focused. Results Driven.

Estate Planning & Trusts

The delivery of expert estate and business succession planning has long been a major part of the firm’s practice. Each attorney in this practice area, in addition to having well-rounded, broad knowledge of these disciplines, has developed a particular expertise in discrete areas of the law in order to meet the need for increasingly sophisticated business and personal planning in a complex legal environment.

Read MM&C’s article “When to Review Your Estate Plan, and Why?” for a list of life changing events that should prompt you to update your estate plan documents. Miller, Miller & Canby’s attorneys assist clients in developing an effective estate plan for the orderly, cost-efficient transfer of wealth, while balancing that plan with the appropriate estate and gift tax planning.

Consider MM&C to help you in these Estate Planning & Trusts matters:
  • Wills
  • Trusts
  • Asset Protection
  • Elder Law
  • Gifting Programs
  • Business Succession Planning
  • Estate Tax Planning
  • Gift Tax Planning
  • Generation Skipping Transfer Tax Planning
  • Dynasty Trusts for High-Net Worth Families

Testimonials

David (Dave) is a consummate professional and a genuinely good person. He's always available when we're dealing with time sensitive matters, even talking by phone when he is out of town on personal matters. I can't say enough about Dave's conscientious work with my family and myself in dealing with the very complicated and sometimes emotionally sensitive issues related to estate planning. He is a true expert and always remembers the particulars of our situation; we're never a faceless client with Dave.

Mark Cheng

I can recommend David 100% without any reservation. He is precise, attentive, effective and insightful. His work was exceptionally thorough and accurate. He was patient with us as he helped us with our estate planning. He was able to make us understand the scope of our needs and the needs of our family. He was very easy to work with. The experience was actually pleasant, which was a huge relief to us.

Mary Ziomek, DDS

Great attorney! I highly recommend David.

Holly Wittenberg

I've known David since 2011, and he is a very personable attorney, who is committed to his Trust & Estates clients. He is very cost-conscious, reliable, and practical. The clients I referred to him have always been quite satisfied with his work.

Regina DeMeo (Attorney)

I have been doing business with Lew Schumann at Miller, Miller & Canby for over twenty years. He has represented me in family, business and investment matters. Time and time again, I have counted on him and he has provided invaluable counsel -- always responsive, skilled and resolute in his dedication to my interests.

Solomon Graham, President Quality Biological, Inc.

Case Studies


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The Blended Family

Issue: John and Susan are both retired and were married several years ago – the second marriage for both. They never had children together, but they ...read more →

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The No-Good Son-In-Law

The No-Good Son-In-Law: Mary was a 77-year-old widow in poor health. She had an estate worth more than $1 million, and one daughter, Sally. Sally was in her second marriage, ...read more →

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