Trusts & Estates
The Trusts and Estates practice group counsels clients in regard to all aspects of their estate planning, including gift and estate tax planning. The firm’s tax attorneys assist clients in transactional matters to achieve the best possible income tax results. The firm’s tax attorneys also develop and implement personalized business succession plans and wealth transfer plans, including the preparation of wills, trusts, powers of attorney and shareholder/operating agreements. Our attorneys are skilled in asset transfers that utilize sophisticated techniques to minimize estate taxes and administrative costs.
In addition to strategic planning, the firm has attorneys who assist clients in the probate and administration of estates, including the preparation of estate tax returns. The litigation members of the practice group represent clients in litigated matters in both the Supreme Court and the Surrogate’s Court. The litigated matters include contested probate/administration proceedings, contested accountings, guardianship issues and will construction proceedings.
Our elder law capabilities include counseling and representing seniors and their families in regard to specific issues that impact their lives, including preservation of assets and disability planning.
