ESTATE PLANNING

We handle all matters that are required to craft your estate plan, including the preparation of wills, trusts, powers of attorney, health care proxies and living wills, entity creation, changes and restructuring of asset ownership, and the negotiation, preparation and modification of LLC operating agreements and shareholder agreements.  We coordinate with accountants, financial advisors and other professionals to meet your needs. Focused on New York and New Jersey law, we coordinate with local counsel when needed in other jurisdictions, including Florida, California, Texas and Tennessee, and have deep relationships with trust companies in Delaware, South Dakota and the Cayman Islands, among others, that help us to coordinate a plan in the jurisdiction appropriate to your situation.

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We can plan for an impending marriage with a pre-nuptial agreement or a change of circumstances for spouses who wish to memorialize their current understanding in a post-nuptial agreement.

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ESTATE AND TRUST ADMINISTRATION

We can help you with administration of trusts and estates, from inception/probate through the filing of estate and gift tax returns, distribution of assets and termination. We can prepare and file formal fiduciary accountings or handle these matters informally,  appropriately documenting beneficiary consents and fiduciary releases.  We will handle or coordinate preparation of fiduciary income tax returns internally or with your accountant. 

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LITIGATION

If you are facing a challenge to the probate of a Will or have a dispute regarding the manner in which an estate or trust has been administered, we are here to help and guide you through the options.  

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