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The Firm regularly advises clients in a broad range of
estate planning and related tax matters, including gifts,
wealth transfers, valuation issues and planning for generational
transfers of interests in closely-held businesses, with the
goal of developing comprehensive estate planning strategies.
Our estate planning services include preparation of Wills,
living wills, health care proxies and powers of attorney;
a variety of trust agreements, including revocable lifetime
trusts, charitable remainder trusts, irrevocable life insurance
trusts, grantor retained annuity trusts and qualified personal
residence trusts. The Firm also represents clients with respect
to the creation and administration of private foundations,
including achieving tax-exempt status.
The Firm represents both individual and corporate fiduciaries
in connection with the administration of trusts and estates,
including formal accounting proceedings and related tax matters.
The Firm also represents beneficiaries seeking to ensure proper
administration of estates from which they will inherit. The
Firm has substantial experience in representing clients in
New York Surrogate’s Court litigation, including Will
contests, difficult probates, will construction proceedings
and contested accountings.
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