Kiran Uppal

Kiran helps clients articulate their wealth transfer objectives and implement plans in a manner that meets their financial, familial, and business goals in a tax-efficient manner.

Kiran advises on all aspects of estate and trust related matters, including the preparation of wills, trusts, and premarital agreements; modifying trusts through decantings and nonjudicial settlement agreements; analyzing estate, gift and generation skipping transfer tax planning strategies; charitable planning; and probate proceedings and estate administration.

Kiran has extensive experience advising family offices and private trust companies with respect to governance, beneficiary relations, and administration. Kiran frequently analyzes regulatory compliance issues facing private trust companies and helps clients develop policies and procedures in light of such regulations. The ongoing relationships that she builds with her families and their private entities allows her to help develop strategies that both accomplish shared family goals and account for individual needs and circumstances.

Her clients include wealthy individuals and families, family business owners, banks and trust companies, trustees and executors and private foundations.