Estate and Succession Planning
The services of the firm cover a wide-range of estate planning vehicles from the most complex such as Qualified Personal Residence Trusts, Life Insurance Trusts, Limited Liability Companies, Family Limited Partnership Agreements, Irrevocable Income Only Trusts, and Revocable Trusts, to the most basic estate planning techniques. We have extensive experience in the drafting and execution of Wills, Health Care Proxies, Living Wills, and Durable Powers of Attorney.
We engage in extensive tax planning and research for a diverse clientele. The office has extensive experience in preparing and filing Federal and State estate, gift and fiduciary income tax returns as well as representing the taxpayer before the Federal and State taxing authorities.
Elder Law Planning
The services of the firm cover the formulating of Medicaid/Asset Preservation Plans. We, also, handle the Medicaid Application process for our clients and represent the client and the client's family in their dealings with the Department of Social Services. Our services encompass the representation of the client at Fair Hearings.
We, also, engage in Special Needs Planning in order to protect your and your family's benefits and entitlements.
The services of the firm covers a wide-range of business planning techniques such as business formations, business dissolutions, business acquisitions/sales, advisement as to the creation of the best business entity for a particular undertaking, buy-sell agreements, operating agreements, partnership agreements and tenancy in common agreements.
We have extensive experience in handling Probate/Administration proceedings, Will Contests, Contested/Judicial Accountings as well as Guardianship Hearings (both in Surrogates Court and Supreme Court).
376 Route 202
Somers, NY 10589
Services Westchester, Putnam, Rockland, Bronx and the New York City communities as well as New Jersey.
The firm's emphasis is personalized service conducted in a caring and professional manner.
We are located in Somers, NY.
Contact us today!
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