Trusts & Estates Law
We help clients plan the orderly distribution of their estates, while keeping estate taxes to a minimum. Our philosophy is to collaborate closely with clients in setting goals, priorities and timetables. We have the sensitivity and skills to non-judgmentally explore philosophical and emotional concerns, while also advising on such basic issues as taxation, insurance and changing estate and gift tax laws.

We advise many clients who wish to transfer their wealth during life in a tax efficient manner. After the death of a loved one, clients may need our help with the appointment of a fiduciary by the local Surrogate's Court as well as with the marshalling of assets, the preparation of estate tax returns and accountings, and the final distribution of assets to the selected beneficiaries. If necessary, we represent clients before state and federal tax authorities and before the United States Tax Court.

As time passes, needs often change, making estate planning a continuous process. We assure that goals are kept current, and we value our clients' ongoing participation.