Our team handles all aspects of estate planning including the preparation of wills and trusts, the transfer of closely-held companies and assets, and planned giving with the goal of reducing the effective estate tax rate. We also offer sophisticated tax planning services and generating-skipping transfer planning for high-net-worth families.
The firm counsels clients on all phases of estate administration, from securing the appointment of a fiduciary, to a probate or administration proceeding in Surrogate’s Court, to overseeing the proper distribution of the decedent’s estate. We also advise families and fiduciaries on asset management, federal and state tax issues, accounting matters associated with estates, and the preparation of estate and gift tax returns.
Our attorneys represent fiduciaries and beneficiaries in a variety of estate and trust litigation matters including will contests, contested accountings, and disputes involving competency and asset recovery. We also handle appeals of these matters in the Appellate Division and the Court of Appeals.
The firm offers tax consulting and planning services as well as assistance with disputes with the Internal Revenue Service (IRS) and New York State with regard to estate planning. The firm does not give tax advice or opinions to individuals on their individual or corporate tax returns.
With the ever-increasing cost of long-term care, our attorneys endeavor to preserve and protect our clients’ assets against catastrophic medical expenses. Without proper planning, such expenses can devastate a client’s assets. We address the needs of each individual client based on his or her particular circumstances.