Wills, Trusts & Estates
In order to ensure that one’s assets are distributed in accordance with their wishes and to preserve wealth by minimizing estate tax burdens, we advise individuals, executors, administrators, trustees, and beneficiaries with respect to the following services:
ᐅ preparation of Wills, Codicils, Trusts (Revocable and Irrevocable Trusts, Life Insurance Trusts, Living Trusts, Charitable Trusts, Supplemental Needs Trusts) and assisting with the funding of trusts
ᐅ preparing Health Care Proxies and Living Wills
ᐅ executing Powers of Attorney
ᐅ real estate and business succession planning
ᐅ devise gift giving and charitable giving strategies
ᐅ representation in probate and intestate administration proceedings in Surrogate’s Court
ᐅ assist trustees and executors in trust administration