Carter Ledyard & Milburn

About Carter Ledyard & Milburn

Carter Ledyard & Milburn has practised in New York since 1854. Its trusts and estates lawyers advise families on wills, trusts and succession, act for executors and trustees in administration, and handle contested estate matters. The firm is smaller than its Wall Street peers, which suits clients who want partner-level attention.

Known For

• Trusts and estates practice with multigenerational client relationships in New York
• Estate administration and fiduciary representation for executors and trustees
• Contested trust and estate matters in the New York Surrogate's Courts
• Ranked in Chambers High Net Worth for private wealth law

Typical Mandate

Carter Ledyard is typically instructed by New York families who want a long-term adviser for wills, trusts and the administration of estates, and by individual or institutional fiduciaries who need counsel. Mandates range from routine updates of a family's planning to the administration of a substantial estate that includes real estate, art and closely held companies, and to litigation in the Surrogate's Court when a will or trust is challenged.

How to Engage

The firm accepts direct approaches through its website and by referral from banks, accountants and other law firms. A partner in the trusts and estates group usually leads the first meeting. Clients should bring existing wills, trust instruments and a summary of assets so the firm can assess conflicts and scope.

Frequently Asked Questions