Trusts & Estates

Clients rely on our estate planning attorneys to protect their assets and plan for the future of their families and businesses.  Our Trusts & Estates department offers planning and administration services to individuals, families, and business entities.  Our experienced attorneys are respectful of and sensitive to the many family, personal, and business issues that arise in this area.

Estate Planning
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 estate planning for high-net-worth families in coordination with accounting, financial, and other advisors.

Estate Administration
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.

Estate Litigation
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.