Smithtown, NY
Estate planning Lawyer at Smithtown, NY
Practice Areas: Estate Planning, Trusts ... +2 more
OUTCOME: Family Unity, Tax and Probate Savings
Completed Trust Administration work after death of both parents resulting in substantial Federal and New York Estate Tax savings for the children and grandchildren. Also avoided need for probate of Wi ... ll. Completed all work within 120 days of death helping to ensure family unity.
OUTCOME: Distribution of Assets as intended by Mother
Completed a case in which outdated Last Will and Testament prepared by another lawyer included a variety of errors. Helped children to navigate required probate and administration procedures while mai ... ntaining family unity.
OUTCOME: Peace of Mind
Completed over 2,500 Estate Plans including the use of Revocable and/or Irrevocable Trusts. This work often included the use of Credit Shelter or AB Trusts as well as Special Needs Trusts. Additional ... ly, we completed Powers of Attorney, Wills and Health Care documents to secure the protection clients need.