Syosset, NY
Business Lawyer at Syosset, NY
Practice Areas: Business, Wills & Living Wills, Trusts
OUTCOME: Wills and multiple tax-efficient trusts set up. Buy-sell among adult children for business succession planning, funded with life insurance.
with family business, 4 children and 6 grandchildren. Set up trusts and tax savings vehicles.
OUTCOME: House in MAPT and financial assets re-titled, protective documents executed.
Client wanted to set up an estate plan that would protect her assets if she later became ill.
OUTCOME: Multiple private Trusts set up to provide for each loved one with remainder to younger family members.
Wife wanted to provide privately for her wife while providing for other members of her family, anticipating a Will contest.
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