Trusts & Estates
We recognize that some of the hardest decisions made in life involve how our loved ones are protected and provided for after death. Every client’s needs are unique, and we understand the complexities surrounding those needs. Whether it is tax planning, charitable giving, family concerns, or business succession issues, we listen to our client's goals and assist with crafting and executing a plan that fits. We work directly with our clients’ financial professionals to understand the complete financial picture, and when our clients are in need of financial planning or advice, we have a network of trusted financial advisors and accountants to whom we can refer them. In addition to working with clients to develop the right plan, we represent clients in all types of Surrogate's Court proceedings, from simple probate and administration to complex estate litigation.
Our trusts and estates services include:
- Wills, trusts, and estates
- Wealth transfer planning
- Business succession planning
- Special needs planning
- Non-citizen spouse planning
- Charitable giving
- Trust and estate administration/probate
- Fiduciary representation
- Beneficiary representation
- Tax planning
- Surrogate's Court matters
