Bio

Margaret Winfield is a partner whose practice focuses on estate planning, trust planning, and estate and trust administration. She works with individuals, families, and closely held business owners to develop estate plans that align with their personal, financial, and long-term family goals. Margaret advises clients on the full range of estate planning tools, including wills, revocable trusts, powers of attorney, health care directives, and more advanced trust structures designed to address complex tax and wealth transfer objectives, as well as business succession. She also guides executors, trustees, and other fiduciaries through the administration of estates and trusts, helping families navigate the legal and practical aspects of the process with clarity and confidence. 

Margaret approaches her work with a practical, solutions-focused mindset that emphasizes thoughtful planning and clear communication. Clients value her ability to simplify complex estate and tax considerations while designing strategies that protect family assets and support long-term planning goals. By working closely with clients and their professional advisors, she develops efficient, well-structured plans that address both current needs and those of future generations.

Experience

  • Develops comprehensive estate plans tailored to clients’ personal, family, and business objectives, including wills, revocable trusts, powers of attorney, and advanced tax planning strategies.
  • Structures and implements trust arrangements designed to manage wealth, protect beneficiaries, and support long-term estate planning goals.
  • Provides guidance on estate, gift, and generation-skipping transfer tax considerations to help clients preserve and transfer wealth efficiently.
  • Advises closely held and family-owned business owners on succession planning and wealth transfer strategies.
  • Guides executors, trustees, and other fiduciaries through all stages of estate and trust administration.
  • Assists families with guardianship matters, including preparation of filings, court proceedings, and ongoing fiduciary support.
  • Prepares and reviews estate administration documents such as inventories, accountings, and required tax filings.
  • Collaborates with financial advisors, accountants, and other professionals to coordinate estate planning and administration strategies.