As a private wealth attorney, Geoff Wills advises clients on how to preserve, grow, protect and transfer their assets across generations while minimizing taxes and legal risk. He has extensive experience advising high‑net‑worth and ultra‑high‑net‑worth individuals, families, fiduciaries, tax‑exempt organizations and closely held businesses on complex estate planning matters; trust and estate administration; income, gift and estate tax matters; and probate litigation. Geoff also has experience drafting core estate planning documents and complex trusts including GRATs, SLATs, ILITs, dynasty trusts and charitable trusts.
Geoff offers a strong foundation in tax planning and hands‑on fiduciary experience. He leads and collaborates with multidisciplinary client teams to design practical multigenerational wealth transfer strategies, address income gift and estate tax exposure and support governance and risk management for family enterprises. Additionally, he has experience advocating for tax-exempt organizations through formation, qualification of tax-exempt status, compliance and governance. Geoff prides himself on being responsive and collaborative — clients and colleagues alike know he can be trusted with the most complicated tax and wealth-planning matters.
