TRUSTS AND ESTATES

In this aspect of our practice, we cover the entire estate process from basic estate planning--incorporating estate and gift tax considerations and familial needs such as elder care requirements--through implementation in the form of wills, trusts, powers of attorney, charitable foundations and estate administration. Our attorneys utilize their broad tax expertise to serve clients’ needs in preserving family assets for future generations. Our practice includes probate and appearance in Surrogate’s Court. We also advise clients in the area of care for aging or disabled family members, including the problems of navigating through the often confusing Medicare and Medicaid procedures.

When drafting wills, trusts and durable powers of attorney, we focus entirely on our clients’ goals of seeing their wealth being preserved and allocated efficiently while minimizing the risks associated with extensive litigation and tax consequences. Our extensive experience in this field allows us to provide our clients with a myriad of options other firms cannot replicate. We are able to anticipate and address various complex legal issues that may otherwise go unforeseen.