Trusts and Estates

In our trusts and estates practice, we represent entrepreneurs, business executives, professionals and other high net worth individuals and their families, as well as individual and corporate estate and trust fiduciaries. For our individual clients, we develop sophisticated and creative estate plans to transfer wealth during life and at death, while minimizing the exposure to transfer tax costs.

Our areas of expertise include:

• Preparation of wills, revocable and irrevocable trusts,
  health care proxies and powers of attorney

• Estate, gift and generation-skipping transfer tax laws
  and estate planning techniques, including appropriate use
  of trusts and retirement beneficiary designations

• Estate and trust administration, including advice to
  corporate and individual executors and trustees in the
  marshalling, valuation and distribution of estate assets

• Probate of wills, post-mortem tax planning, preparation
  of Federal and State estate tax returns, representation
  in estate tax audits, preparation of fiduciary income tax
  returns and preparation of accountings

• Surrogate's Court litigation in contested probate,
  accounting and related matters, as well as proceedings
  for the appointment of guardians and standby guardians
  for disabled or other special-needs children or other
  family members

In every aspect of our trusts and estates practice, our emphasis is on assisting our clients to accomplish their tax and family objectives, with sensitivity to their personal and business concerns and due regard for the often difficult personal circumstances they face.

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