Glen Eichelberger focuses on all aspects of trust, estate and philanthropic planning and administration for individuals and families. He advises clients on the most effective ways to minimize estate, gift and generation-skipping transfer taxes, as well as the implementation and administration of complex estate planning structures, including charitable planning and counseling family foundations and other non-profit organizations on a variety of ongoing entity governance matters. Glen is Board Certified in Estate Planning & Probate Law by the Texas Board of Legal Specialization and is a licensed CPA.
Backed by the firm’s full-service capabilities, Glen can serve the diverse needs of significantly wealthy families through multiple generations. He advises clients and their family offices on a wide variety of issues from estate planning for family members to acquisition and disposition of assets. Glen also advises families on charitable giving, including formation of private foundations and gift agreements with public charities. Clients with family businesses rely on Glen and members of his team to help them preserve ownership and assets from generation to generation through effective family business succession planning. He is also experienced in planning the transfer of special assets such as art, primary and secondary residences, farms and ranches, and life insurance.
Glen has successfully worked on a number of proceedings to modify or reform irrevocable trusts. He also has experience representing institution trustees in estate and trust administration matters and when their clients require modification of irrevocable trusts.
Glen’s practice also includes guiding families and estate fiduciaries through the procedures governing the administration of a decedent’s estate. He helps clients make necessary filings and meet critical deadlines through every phase of the probate and estate administration process, from gathering and appraising assets and filing the estate tax return to paying debts, distributing assets to beneficiaries and funding associated testamentary trusts.
For a portion of his career, Glen served as Director for Merrill Lynch’s Family Office Services, a division of Merrill Lynch’s Private Banking and Investment Group, with national responsibility for its family office practice. He worked with a number of significantly wealthy families from coast to coast, helping them formulate, implement and administer their estate, financial and philanthropic plans. Glen also had the unique opportunity to co-present with leading experts in the field of wealth transfer psychology and its impact on family dynamics. As a result, he brings valuable insight to his private practice on a broad range of issues, including family business entity consulting, the dynamics of wealth in families and navigating complex intra-family issues.