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Trust, Estate & Tax Planning for every stage of your life.

Streamlined Trust & Estate Administration.

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Estate Planning, Wills & Trusts

At every stage of life, people need the protections, benefits, and tax savings our firm secures for our clients.

35 years of Trust and Estate Planning for residents of NY and FL and multinational families has earned our firm the highest rating for both expertise and ethics (AV Premier) from Martindale-Hubbell, the independent rating service of the legal professional.

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Estate Administration & Trust Administration

Losing a family member or friend is a difficult experience. Retaining a law firm that has the expertise, experience and compassion to handle all aspects of Trust and Estate administration is crucial.

At a time in people’s lives where they have experienced a profound loss, our firm lifts off our clients’ shoulders the initial correspondence with beneficiaries, the collection of assets and payment of bequests, the preparation of all tax returns, the funding of trusts, and if probate is needed, the preparation and filing of all court papers. This allows the surviving spouse, children or other relatives and friends to focus their energy on the personal aspects of losing a spouse, parent, sibling or friend.

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Elder Law & Long Term Care Planning

As people live longer, more of us will need assistance during the later years of our lives.

Alzheimer’s disease, terminal illness, and the sometimes debilitating effects of aging can prevent us from acting on our own behalf in health care decision-making and the management of our financial and real property affairs. Long Term Care Planning has become a crucial component of many people’s Estate Plans. We can help prepare you and those you trust to navigate incapacity, if you experience it.

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Girl with special needs

Planning for Persons with Special Needs

Special Needs Planning is one of our core practices.

Planning for a family member with special needs presents ongoing challenges. Today, as your family member’s caregiver, you may be the essential support of his or her quality of life, acting as his or her health care coordinator, money manager, personal care assistant, liaison with social service benefit providers, advocate for educational services, companion and driver, among a host of other roles. You want your family member to continue to enjoy the same quality of life throughout his or her lifetime that he or she enjoys today, but how can you protect that in the future when you will not always be around?

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Charitable Giving for Maximum Impact

One of life's best experiences is the opportunity to act generously.

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