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:   


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


preparing Health Care Proxies and Living Wills


executing Powers of Attorney


real estate and business succession planning


devise gift giving and charitable giving strategies 


representation in probate and intestate administration proceedings in Surrogate’s Court 


assist trustees and executors in trust administration 

 

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