The firm’s capabilities include the following:
Probate, Estate Administration and Representation of Fiduciaries and Beneficiaries
- Routine and Complicated Administration of Decedent’s Estates
- Probate and related Surrogate’s Court matters
- Trust Administration, including preparation of accountings and representation of trustees and trust beneficiaries
- Preparation of testamentary and inter-vivos trusts
- Preparation of Wills
- Estate Planning, including advice on beneficiary designations, retirement assets and life insurance
- Advance Health Care Directives, including End of Life planning
- Financial Power of Attorney
- Estate and Gift Taxes
- Tax Planning
- Preparation of estate and gift tax returns
- Coordination with income tax professionals
