About me

Travis N. Wilson focuses his practice on estate planning, administration and tax matters. He advises high net worth individuals, families and closely held businesses on gift and estate tax planning, trust administration, wealth transfer strategies and business succession planning. His experience includes drafting sophisticated estate planning instruments, implementing tax-efficient lifetime gifting strategies and advising on complex transactions that preserve generational wealth. He also counsels fiduciaries on the administration of trusts and estates, including navigating probate proceedings, resolving beneficiary disputes and addressing cross-generational planning issues. Travis regularly collaborates with financial advisors and accountants to craft integrated solutions tailored to clients’ long-term financial, business and legacy goals. His practice also encompasses charitable planning, prenuptial agreements, trust modifications and fiduciary litigation. In addition, he routinely handles transactions involving private letter rulings and advises clients on a wide range of personal and family planning matters—from wealth preservation and intergenerational transfers to managing sensitive family dynamics and mitigating risk.