What we do

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Manice Budd & Baggett LLP focuses on thoughtful and customized family wealth planning and wealth preservation.  Many of the attorneys and staff have worked together for decades, supporting many of the same families through multi-generational planning and transitions.

Our goal is to serve all of the firm’s clients and their families for generations, whether that relationship starts today as part of original Trust or Will planning, or is the continuation of advisory and fiduciary services provided to prior generations in the same family. 

In their roles as planners, advisors, advocates, and fiduciaries, MB&B attorneys aim first and foremost to understand the needs of the client to achieve results that most effectively and efficiently balance the interests of a particular Grantor, Trustee, or Executor with those of the affected beneficiaries.

As part of this holistic service approach for the firm’s charitably inclined high net-worth clients, MB&B advises on the creation of non-profit entities, application for recognition of 501(c)(3) charitable status, maintenance of corporate form and registrations required by various regulatory agencies, and the active administration of their respective charities.

Areas of Practice

Estate Planning

MB&B’s core practice focuses on structuring Trusts and drafting Wills, Powers of Attorney, Health Care Proxies, and other ancillary documents to effectuate your overall intentions for yourself and your beneficiaries. With empathy and patience, we aim to guide our clients through the process while minimizing the discomfort of sensitive subject matters and difficult decisions concerning those closest to them.

Well-structured estate planning provides asset protection that is critical to protecting your beneficiaries from divorce, taxes, and creditors.

Estate & Trust Administration

When a loved one dies, the lengthy process of estate administration can seem daunting and unfamiliar at a time most difficult to the affected parties. We strive to provide empathetic and efficient advice, minimizing the strain and providing comfort that an estate plan has been properly executed at a reasonable cost.

Whether we create a Trust for a client, or one already exists, MB&B  guides Trustees in the best practices for effective legal and tax administration of the Trust. We also advise on the important (and often conflicting) fiduciary obligations between present and future beneficiaries.

If requested, the Partners of MB&B also serve as appointed Trustees or Executors. We are extremely cognizant of our fiduciary obligations and execute our responsibilities with the utmost care.   

Fiduciary Litigation & Dispute Resolution

Family disputes are common, and we pride ourselves on our solution-oriented approach to a variety of disputes, often assisting clients to discover a mutually acceptable private resolution in the best interests of all parties.  

If Court intervention is necessary, MB&B attorneys have over 30 years of experience litigating the most complex matters, including Will contests, guardianship proceedings, beneficiary actions against Trustees, and other commercial and fiduciary-related matters.

Estate Charitable Giving & Non-Profit Law

Our clients are often charitably inclined, and we advise not only on direct gifting but also on the formation and administration of charitable foundations. However you wish to benefit the causes you care about, we can help you make the most of your charitable dollars and intent.

Are you a former client of Morris & McVeigh?

Many of our attorneys and staff previously were part of the firm Morris & McVeigh LLP, now closed. If you need advice on prior matters or assistance in obtaining files, we can help. Please contact us at info@manicebudd.com.

Many of our attorneys and staff previously were part of the firm Morris & McVeigh LLP, now closed. If you need advice on prior matters or assistance in obtaining files, we can help. Please contact us at info@manicebudd.com.

Serving New York, Connecticut & Florida

420 Lexington Avenue
Suite 2803
New York, New York 10170

O212 418 0599

Einfo@manicebudd.com

an illustrated map of location of new york office

515 N. Flagler Drive
Suite 350
West Palm Beach, Florida 33401

O561 293 8521

Einfo@manicebudd.com

an illustrated map of florida office location