George R. Freund
George brings over fifteen years of experience specializing in estate planning, gift and GST planning, probate, and trust administration to Wiggin and Dana. Throughout his career, he has worked closely with high-net worth clients to establish sophisticated estate plans tailored to their unique needs.
George excels in creating multi-generational trusts and navigating complex tax issues, collaborating seamlessly with clients’ accountants, financial advisors, and life insurance agents to ensure comprehensive, holistic solutions. He takes great pride in creating estate planning strategies that efficiently transfer assets across generations while minimizing tax liabilities and reducing potential conflicts.
He consistently provides personalized advice and support and prioritizes building strong personal relationships with his clients and their families. Besides being exceptionally friendly and trustworthy, his clients greatly appreciate how detail-oriented, practical, and patient he is.
In addition to estate planning, George offers counsel to personal representatives, trustees, and beneficiaries during the administration of complex trusts and estates. His commitment to excellence extends beyond his professional life; he resides in Boca Raton with his wife and three sons, actively contributing to his community both inside and outside the office.
Education
- University of Miami School of Law (J.D.)
- cum laude
- Union College (B.A.)
Bar Admissions
- Florida
- New Jersey
- New York
Memberships and Affiliations
- Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC) Graduate Class III Palm Beach Tax Institute
- Greater Boca Raton Estate Planning Council
- Tax Law Section of the Florida Bar
- South Palm Beach County Bar Association
- Real Property, Probate and Trust Law Section of the Florida Bar
Publications
December 12, 2024
Private Client Services 2024 Year-End Advisory
October 17, 2024
Estate Planning Considerations for Non-U.S. Citizen Spouses
September 5, 2024
A Guide to Estate Planning for Tangible Assets
August 22, 2024
Estate Planning and Divorce: Lessons from In re E. Earl Lyden Trust
August 15, 2024
Preserving Your Legacy: Estate Tax Deferral for Closely Held Businesses
2024
Estate Planning for College-Aged Children
July 11, 2024
U.S. Income Taxation of Foreign Trusts – Beware!
2024
LGBTQ+ Family Estate Planning
June 24, 2024
Connecticut’s New Trust Decanting Statute
June 2024
Connelly v. United States (No. 23-146)
June 7, 2024
Navigating Trust Taxation: State Income Tax
May 16, 2024
Common Income Tax Compliance for Estates
July 27, 2023
3 Key Strategies for Funding Educational Expenses
April 3, 2023
How Do I Have A “Foreign Trust” If I Don’t Live Overseas?
February 1, 2023
Five Reasons Why You Should Do Your Estate Plan