Estate Planning and Administration

Representing clients in all forms of estate planning ranging from drafting wills and revocable trusts to more complicated planning, such as family limited partnerships, sales to intentionally defective irrevocable trusts and business succession planning. Additional planning includes lifetime gifts programs, charitable lead and remainder trusts, private foundations, qualified personal residence trusts, grantor retained annulity trusts, generation-skipping transfer tax planning and irrevocable life insurance trusts.

Handling probate and trust litigation by representing fiduciaries, individuals and family businesses, will and trust contests, defense and prosecution of fiduciary surcharge proceedings, will and trust construction, interpretation and reformation proceedings and estate and gift tax litigation matters in state and federal courts. Striving to achieve maximum beneficial results through negotiation, litigation, trial, appeal and alternative dispute resolution methods.

 
Tax-Oriented Wills
Powers of Attorney
Living Wills
Health Care Proxies
QTIP trusts
Unified credit trusts
Life insurance trusts
Lifetime Gifts
Generation Skip Tax Planning
Family Partnerships and Limited Family Partnerships
Qualified Personal Residence Trusts
Defective “Grantor Trusts”
Disclaimers
Elective Share
Grantor Retained Annulity Trusts
Charitable Trusts and Private Foundations
Limited Liability Companies (LLC)
Self Cancelling Installment Notes
Recapitalizations
Private annuities
Special Needs Trusts
Alternative Valuation Date
Private Foundations
Grantor Trusts
Residence Trusts
Life Insurance Trusts
Minor´s Trusts
Tax Exempt Organizations
Revocable & Irrevocable Trusts
Public Charities
Gift Splitting
Unified Credit
Estate Freeze
Defective Trusts
Annual Exclusion
Marital Deduction
 

My firm will explain how these techniques will save your money. (973) 744-0073 or (973) 509-1800