Areas of Practice

Estate Planning

We will conduct a personal interview with our clients to evaluate the legal, practical, personal, tax & insurance issues which may be relevant to the personalized planning of the clients' estates so as to provide for the individual needs of the clients and their families. Thereafter, we will prepare such legal documents as will protect our clients and their families, and effect the legal, personal, and practical disposition of our client's assets, while giving appropriate attention to their unique family situation. These documents include wills, trusts, living wills - do not resuscitate orders, powers of attorney, deeds, family corporations, and such other family planning vehicles as may be appropriate under the circumstances.

Estate Administration

We will administer estates of clients and others for benefit of their families by representing the Personal Representative (Executors, Administrators, Trustees, and Custodians) in the courts in order to administer estates and trusts. We will represent the Personal Representatives in connection with marshaling and distributing assets, payment of creditors, estate tax advice and preparation of required Federal and New York State estate tax returns; representation of trusts and estates in litigation where required; distribution of net estate and trust assets after obtaining the release of the Personal Representative by estate and trust beneficiaries.