Trusts and Estates

We recognize that our clients have chosen to entrust us with matters that are very personal and often highly sensitive.  We provide individualized and efficient guidance in these matters with a concentration in two significant areas of practice:  Estate Planning and Estate Administration. 

Estate Planning

We help our clients to accomplish their straightforward estate planning goals.  We meet with clients in person to gain a deeper understanding of their needs and discuss the best way to accomplish these goals.  With our clients’ wishes in mind, we apply our legal expertise to prepare customized estate planning documents, including Last Wills, Durable & Springing Powers of Attorney, Health Care Proxies and Living Wills. 

Estate Administration

A large part of our Trusts & Estates practice involves representing court appointed fiduciaries (Executors and Trustees) in connection with estate administration and probate. New York Surrogate’s Court procedures can be complex and difficult to navigate without the advice of experienced attorneys.  A fiduciary’s duties in connection with even a simple estate can be extremely time consuming.  We provide our clients with a roadmap for the estate administration process, providing guidance each step of the way, from probating wills, locating and contacting beneficiaries and distributees, marshaling assets and accounting, to making distributions and closing out estates.