Estate Planning

Estate Planning

estate planning lawyer in nyMany people are mistakenly under the impression that you have to be elderly or rich to benefit from an estate plan.  A well-drafted estate plan ensures that the assets you’ve worked hard to accumulate over the years reach your loved ones at your own terms, not the terms of the State.  A proper plan also allows you to determine who will make important choices and manage your finances if you become incapacitated.  For those with minor children, an estate plan can include a personal guardian who will take care of your children in the event you become incapacitated or pass away.  Whether you have amassed a great fortune or simply only own a life insurance policy, we can develop a personalized plan to accomplish your goals regardless of your age and net worth.

Estate Litigation

Situations may arise where you may feel you have been denied your fair share of an estate.  As an executor or trustee, you may be asked to defend the validity of a will.  Or, you may be a beneficiary of a trust where a trustee has absconded with the trust assets. We represent clients in connection to will contests, including challenges to the validity of a will, and other contested proceedings. In some cases, contingent fees may be appropriate.

Spending time in Surrogate’s Court and preparing for such cases ought to be handled by a professional in the estate industry who understands the nuances of estate litigation as well as state and federal law. Contact and estate litigation lawyer in New York today to better assist you with your case.

Estate Taxes

Federal and New York State estate taxes can be expensive if you fail to plan accordingly.  We provide advice on estate planning strategies that can be used not only upon death, but also during your lifetime so that your assets can pass to your intended beneficiaries in the most tax efficient manner possible.

Our estate services include:

Accounting, Administration, Asset Protection, Contested Powers of Attorney, Contested Accounting / Breach of Fiduciary Duty, Estate Litigation, Estate Planning, Estate Planning for Same Sex Couples, Estate & Gift Tax Planning, Fraudulent Transfers, Guardianship, International Estate Planning, Medicaid Planning, Special Needs Planning, Living Wills / Healthcare Proxies, Probate, Administration, Will / Trust Contest, Will / Trust Construction.

Elder Law, Medicaid, Probate & Estate Administration Lawyer in NYCEstate Planning Lawyer in New York

Our law firm is here to provide you and your family the legal support required for your estate matter. We are headquartered in Lower Manhattan on 85 Broad Street 18th Floor, New York, NY 10004. You can reach us at (646) 535-1667. Contact us today to set up a consultation so we can sit down with you, examine your personal situation, and begin formulating a plan to ensure your assets are protected and your long-term medical needs are taken into account.