Trusts and Estates

 

The Firm regularly advises clients in a broad range of estate planning and related tax matters, including gifts, wealth transfers, valuation issues and planning for generational transfers of interests in closely-held businesses. The Firm counsels clients on all aspects of estate, gift and generation-skipping transfer taxation to develop comprehensive estate planning strategies.

The Firm estate planning services include preparation of Wills, living wills, health care proxies and powers of attorney; a variety of trust agreements, including revocable lifetime trusts, charitable remainder trusts, and irrevocable life insurance trusts; and family limited partnerships and limited liability companies. The Firm also represents clients with respect to the creation and administration of private foundations, including all tax related matters.

The Firm represents both individual and corporate fiduciaries in connection with the administration of trusts and estates, including formal accountings and related tax matters. The Firm also represents beneficiaries seeking to ensure proper administration of estates from which they will inherit. The Firm has substantial experience in representing clients in Surrogate’s Court litigation, including Will contests, difficult probates, construction proceedings and contested accountings.