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Charles T. Weiss, P.A. Charles T. Weiss, P.A.

Be Prepared for the Unexpected with Thoughtful, Deliberate Estate Planning

Preservation of wealth and the protection of personal and business assets are the core of Charles T. Weiss’ practice. Mr. Weiss advises clients with established and emerging wealth, their businesses, and their fiduciaries on the planning and administration of estates. The ability to protect wealth and pass it from generation to generation has become an increasingly intricate and multilayered process, requiring an attorney who has mastered a variety of disciplines and obtained specialized education. Charles T. Weiss possesses the know-how and depth of experience required to implement effective estate planning.

Planning is accomplished through estate, gift, generation-skipping, and income tax saving strategies that harmonize with the client’s non-tax priorities and values.

In addition to developing the plan, Mr. Weiss represents fiduciaries and beneficiaries in will contests, trust administration disputes, and complex estate and trust administration issues.

Within these general areas of activity, Mr. Weiss assists individuals, families, closely held businesses, and their fiduciaries and other advisors with the following specific projects:

  • Estate and Personal Planning
  • Wills
  • Revocable (“Living”) Trusts
  • Powers of Attorney
  • Living Wills & Health Care Surrogate Designations
  • Prenuptial and Postnuptial Agreements
  • Special Needs Trusts
  • Guardianships (including contested guardianships)
  • Asset Protection Planning
  • Transfer Tax Planning
  • Irrevocable Grantor Trusts
  • Irrevocable Life Insurance Trusts
  • Grantor Retained Annuity Trusts
  • Charitable Lead and Charitable Remainder Trusts
  • Qualified Personal Residence Trusts (“QPRTs”)
  • Dynasty Trusts
  • Gift Planning, “Annual Exclusion” Gift Programs, and Pre-paid Tuition Contracts
  • Business Planning and Business Succession
  • Family Limited Partnerships and Family Limited Liability Companies
  • Buy-Sell Agreements
  • Compensation Planning for Family Members, and Related Employment and Consulting Agreements
  • Organizing and Structuring Business Entities for Individuals, Families, and Their Businesses
  • Advising on Venture Investments and Entrepreneurial Activities by Individuals, Families, and Their Businesses
  • Estate Administration
  • Preparation of and advising on Federal Estate Tax Returns and State Inheritance Tax Returns, including Gift Tax Returns relating to Estate Planning
  • Disclaimers and Other Post-Mortem Transfer Tax Planning
  • Generation Skipping Tax Planning
  • Estate Disputes
  • Will Contests and Litigation
  • Trust Administration and Disputes and Litigation
  • Contested Estate Administrations, including Probate Litigation
  • Complex Estate and Trust Accountings
  • Fiduciary Representation
  • Trust Reformations
  • Trust Construction Actions
  • Changing the Situs of Trusts
  • Advising Fiduciaries on Compliance

Each year brings new goals and circumstances for the clients Mr. Weiss is privileged to represent. The enduring constant since 1996 is the trust and responsibility Mr. Weiss’ clients give him, and his commitment to their goals. Mr. Weiss offers the highest quality representation, innovative thinking and practical solutions to every client matter.


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