Trusts & Estates
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.
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.
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.
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.
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.