Wills, Trusts, and Trust Administration

Secure Your Legacy: Explore the Power of Wills and Trusts for Estate Planning

Protect Your Loved Ones & Your Future

• Avoid Probate: With a trust, reduce the time and expense of long, drawn out probate processes.
• Minimize Estate Taxes: Reduce your tax burden and maximize the inheritance for your beneficiaries.
• Provide for Special Needs: Ensure long-term financial security for individuals with disabilities.
• Control Asset Distribution: Determine how and when your assets are distributed according to your wishes.
• Maintain Privacy & Control: Keep your estate planning arrangements confidential and avoid probate delays.
• Prevent Family Disputes: Clearly define your intentions and minimize potential conflicts among heirs.

Our Trust Services:

• Revocable & Irrevocable Trusts: Tailor-made solutions to meet your unique estate planning needs and objectives.
• Special Needs Trusts: Designed to provide for individuals with disabilities while preserving their eligibility for government benefits.
• Charitable Trusts: Support your favorite causes and maximize your charitable impact.
• Estate Tax Planning Strategies: Develop a comprehensive plan to minimize estate taxes and maximize your legacy.

Schedule a Free Consultation Today:
Contact our experienced estate planning attorneys to discuss your goals and explore the benefits of trusts.
Call us at (631) 818-2402 or email us at [email protected]
Disclaimer: This website provides general information and does not constitute legal advice.

Asset Protection

Protect Your Assets: Shield Your Wealth from Unexpected Threats

Safeguard Your Future

• Protect Against Lawsuits: Minimize your exposure to lawsuits and protect your assets from potential judgments.
• Shield Your Business: Implement strategies to protect your business assets from creditors and unforeseen liabilities.
• Preserve Your Wealth for Future Generations: Secure your hard-earned assets for your family and loved ones.
• Minimize Estate Tax Liability: Explore asset protection strategies that can help minimize your estate tax burden.
• Maintain Control Over Your Assets Retain control over your assets while minimizing your risk exposure.

Our Asset Protection Services:

• Entity Formation & Structuring: Utilize LLCs, corporations, trusts and other entities to shield your personal assets.
• Estate Planning Strategies: Integrate asset protection considerations into your comprehensive estate plan.
• Business Succession Planning: Protect your business and ensure a smooth transition of ownership while preserving your assets.
• Litigation Defense: Defend your assets in legal proceedings and minimize your exposure to financial losses.

Schedule a Consultation:
Contact our experienced attorneys to discuss your specific asset protection needs and develop a customized plan.
Call us at (631) 818-2402 or email us at [email protected]
Disclaimer: This website provides general information and does not constitute legal advice.

Financial Power of Attorney and Healthcare Directives

Protect Yourself & Your Loved Ones: NY Power of Attorney & Healthcare Directives
Ensure Your Wishes Are Honored:

• Power of Attorney (POA):
• Financial POA: Appoint someone to manage your finances if you become incapacitated.
• Healthcare POA (Healthcare Proxy): Designate someone to make medical decisions on your behalf.


• Advanced Health Care Directive:
• Living Will: Express your wishes regarding life-sustaining treatment (e.g., feeding tubes, ventilators).
• Do Not Resuscitate (DNR) Order: Specifies your preference for resuscitation in case of cardiac arrest.

Why You Need These Documents:

• Peace of Mind: Knowing your wishes are legally documented provides comfort to you and your loved ones.
• Avoid Family Disputes: Clearly define your preferences to prevent disagreements among family members.
• Maintain Control: Ensure your medical and financial affairs are handled according to your instructions.
• Protect Your Assets: Safeguard your finances and property in case of incapacity.

NY-Specific Legal Expertise:

• Our attorneys specialize in NY estate planning laws, including POA and Advance Directives.
• We guide you through the process of creating legally sound and personalized documents.
• We ensure your documents comply with all NY state requirements.

Schedule a Consultation:
Contact us today to discuss your estate planning needs and learn how these essential documents can protect you and your loved ones.
Call us at (631) 818-2402 or email us at [email protected]
Disclaimer: This website provides general information and does not constitute legal advice.

Estate Tax Planning

Minimize Federal and New York Estate and Capital gains Taxes & Secure Your Legacy
New York Estate Tax Planning:

• Estate Tax Return Preparation: Reduce your estate tax liability and ensure your assets are passed on to your beneficiaries with minimal tax burden.
• Estate Tax Audits: Navigate the complexities of New York estate tax laws with expert guidance.
• Personalized Strategies: Develop a customized estate plan that aligns with your unique financial situation and family goals.
• Minimize Tax Burden: Explore strategies to minimize estate taxes, including the use of trusts, charitable giving, and other tax-advantaged techniques.
• Utilize different types of trusts to accomplish these�goals.

Our New York Estate Tax Planning Services:

• Estate Tax Return Preparation: Accurate and timely filing of New York estate tax returns.
• Estate Tax Audits: Representation in estate tax audits and resolution of any disputes.
• Irrevocable Trusts: Explore the use of irrevocable trusts to reduce your estate tax liability.
• Charitable Planning: Maximize your charitable giving while minimizing your estate tax burden.

Schedule a Consultation:
Contact our experienced estate planning attorneys in New York for a personalized consultation.
Call us at (631) 818-2402 or email us at [email protected]
Disclaimer: This website provides general information and does not constitute legal advice.

Probate and Administration

Navigating Probate or Administration in New York: We Can Help.
Facing Probate in New York?
Usually when there is a will, it must be probated.� Probate can be a complex and time-consuming process. Our experienced New York probate attorneys can guide you through every step, including:

• Will Contests: We can help you defend or challenge a will in court.
• Asset Inventory & Appraisal: We'll accurately identify and value the deceased's assets.
• Debt & Tax Resolution: We'll address outstanding debts and ensure all taxes are properly filed.
• Estate Administration: We'll handle all necessary filings with the Surrogate's Court and distribute assets according to the will or intestacy laws.
• Guardianship & Conservatorship: We can assist with obtaining guardianship or conservatorship for minors or incapacitated individuals.

Minimize Delays & Reduce Stress:
Our goal is to minimize delays and reduce the stress associated with the probate process. We provide personalized guidance and support to ensure a smooth and efficient estate settlement.
Contact Us for a Free Consultation:
Schedule a free consultation with our experienced New York probate lawyers. We'll answer your questions, assess your situation, and discuss your legal options.
Call us at (631) 818-2402 or email us at [email protected]
Disclaimer: This website provides general information and does not constitute legal advice.

Business Succession Planning

Secure Your Business Legacy: New York Business Succession Planning

Is Your Business Ready for the Future?

• Exit Planning Strategies: Develop a comprehensive plan for your business transition, whether through sale, transfer to family, or other options.
• Minimize Business Taxes: Implement tax-efficient strategies to minimize capital gains taxes and other tax liabilities during the transition.
• Protect Family Wealth: Preserve family wealth and ensure a smooth and seamless transfer of ownership.
• Ensure Business Continuity: Maintain business stability and profitability throughout the succession process.
• Comply with New York Laws: Navigate the complexities of New York business law and ensure compliance with all relevant regulations.

Our Services:

• Valuation & Due Diligence:Conduct thorough business valuations and due diligence to determine fair market value and identify potential risks.
• Estate & Tax Planning: Develop comprehensive estate and tax plans to minimize tax liabilities and maximize after-tax value.
• Family Business Governance: Establish clear family governance structures to address family dynamics and ensure long-term business success.
• Succession Planning Agreements: Draft and negotiate succession planning agreements to protect the interests of all parties involved.

Schedule a Consultation:
Contact our experienced New York business attorneys to discuss your succession planning needs and develop a customized strategy for your business.
Call us at (631) 818-2402 or email us at [email protected]
Disclaimer: This website provides general information and does not constitute legal advice.