Laura

Focusing her practice on an array of trust and estate issues, Laura Duncan helps clients prepare for the future and resolve concerns related to wealth transfers and business succession.

Laura drafts estate planning documents, including trusts and wills, advises on transfer tax issues, and prepares estate and gift tax returns and fiduciary income tax returns. In addition, she handles the administration of estates and trusts and counsels executors and trustees on fiduciary responsibilities, administration issues and tax preparation and planning.

With a background in finance and excellent people skills, Laura listens carefully to clients’ objectives to sensibly map out ways to protect their assets and provide for their loved ones. She guides clients with both sensitivity and assertiveness to create economically sound plans that take into account their family dynamics and other concerns.

In cases where probate and estate disputes intensify and result in lawsuits, Laura collaborates with firm litigators to help procure optimal outcomes for those she represents. When personal financial issues intersect with family businesses, she works diligently to create practical strategies that maintain harmony while carrying out the wishes of the business owners.

Always staying updated on the evolving regulatory and legislative landscape, Laura keeps an eye on significant issues on the horizon that could potentially affect clients’ trust and tax planning processes so she can advise them most advantageously.