Wills, Trusts & Estates

I help families plan for the preservation and transfer of wealth to later generations and guide them in the administration of decedents’ estates. I counsel clients on planning the accumulation, conservation and distribution of an estate in the manner which best accomplishes their tax and non-tax objectives. I plan and draft wills, trusts, family limited partnerships, living wills, health care proxies and powers of attorney to fully address my clients’ estate planning needs and effectuate their wishes. I help clients achieve maximum estate & income tax efficiency and represent clients in contested probate and accounting proceedings in the Surrogate’s Court.