Trusts & Estates

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The firm's trusts and estates attorneys serve the estate planning needs of our individual clients. With over 4 decades of experience practicing Trusts & Estates law, we can help you address any questions or matters that are important to you.

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Estate Planning

Reviewing the nature and extent of assets, family relationships, intentions and objectives, including any charitable bequests being considered.

• Reviewing estate tax consequences and planning to minimize or avoid estate tax.

• Drafting wills, health care proxies, living wills and trust agreements.

 

Estate Administration

 

• Filing appropriate forms in Surrogate’s Court to appoint the estate’s personal representative whether that be an executor or administrator.

• Working with the estate’s personal representative to ensure that all tax filings, both income tax and estate tax, are properly and timely filed.

• Assisting in the collection, transfer and distribution of estate assets.

 

Trust Administration

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Advising and consulting with corporate and individual trustees concerning their fiduciary duties including the preparation of trust accountings; and consulting with beneficiaries concerning trust administration matters.

 

Estate Litigation

Assisting clients in all phases of probate and trusts litigation including probate or contesting a will, interpreting or reforming the terms of a will or trust, representing a fiduciary in filing and defending an accounting proceeding or filing objections to a fiduciary’s accounting on behalf of a beneficiary.

 

If you have any questions or seek legal advice or assistance in the areas of Trust and/or Estates please contact us using the form below or call Martin Klein, Esq. at 212-400-4930.