Trusts and Estates

The goal of our estate planning attorneys is to assist individuals in the preservation of their wealth for the benefit of their families. Proper planning not only protects significant financial resources for beneficiaries, but also facilitates the smooth transition of assets based on the individual’s objectives.

In addition to drafting wills designed to minimize estate tax consequences, we also assist clients in evaluating whether other planning tools, including revocable or “living” trusts, inter vivos life insurance trusts, irrevocable trusts, special needs trusts, advance directives and testamentary substitutes along with many other planning approaches, may be appropriate for their specific circumstances.

We also offer comprehensive estate administration and probate services.

For those involved in closely-held or family businesses or professional practices, strategic planning is imperative. Our estate planning lawyers are skilled at coordinating business planning devices with sophisticated estate and succession planning for the professional or closely-held business owner.

We understand the sensitive nature of this work and focus our attention on our client relationships above all. In every facet of estate planning from a simple will to a complicated estate plan, and our Surrogate’s Court work concerning administration and probate services, we put an emphasis on our clients’ personal and family needs and objectives, while always maintaining the highest level of legal expertise.