Anna Chen, Louie A. Ayash, Ashlee M. Davis, Arielle R. Levy, Kaitlyn T. Wollman, with the assistance of Caroline H. Fischer, Josephine J. Yoon, Stephen F. Lappert, Austin D. Keyes and Bryan J. Hall, assisted in closing two hundred sixteen unit investment trusts in the second quarter of 2026. The trusts offer investors targeted portfolios of professionally selected equity and debt securities.
PRESS RELEASE
13 August 2026
Carter Ledyard Closes Two Hundred Sixteen Unit Investment Trusts As Trustee’s Counsel In The Second Quarter Of 2026
Carter Ledyard & Milburn
Contributor
Carter Ledyard & Milburn is a New York-based law firm with a strong focus on litigation, corporate transactions, real estate, and trusts and estates. We have a ratio of partners to associates of about one to one, and provide personal, partner-level attention to all clients and matters, large and small. This forms part of our Partners for Your Business® commitment, together with the focus we place on providing counseling to help advance the business interests of our clients.
A legal team successfully closed 216 unit investment trusts in Q2 2026, offering investors professionally curated portfolios combining equity and debt securities. The transaction involved multiple attorneys and support staff working collaboratively to str