Estate Planning
Mar 17, 2014OUTCOME: Significantly reduced income and estate tax liability
Devised a income tax and estate tax savings plan for husband and wife with significant real estate portfolio.
New Hyde Park, NY
Estate planning Lawyer at New Hyde Park, NY
Practice Areas: Estate Planning, Elder Law, Probate
OUTCOME: Significantly reduced income and estate tax liability
Devised a income tax and estate tax savings plan for husband and wife with significant real estate portfolio.
OUTCOME: protected estate
Helped elderly client create a Medicaid Protection Trust to protect her home and other asset from Nursing Homes, probate and to allow for asset management for her beneficiaries
OUTCOME: Will was admitted to probate, estate was administered as planned, and closed
Probate of Will with Public Administrator involvement including a 1404 examination of the will witnesses.