Our Private Client Practice Group is proud of its modern approach to the financial organization of individuals, families and their closely held businesses. Our firm gives personal advice on estates, trusts, the selection of fiduciaries, not-for-profit organizations, retirement planning and income tax. We are leaders in the New York metropolitan area in educating the public on the advantages of estate planning and demystifying the process of transferring wealth. We assist our business owner clients with the family and tax aspects of their succession planning, and aid clients who wish to avoid the probate process by using revocable trusts. In addition, we have extensive experience in the following:
- Elder Law issues
- Special Needs Trusts
- Lifetime income and estate, gift and income tax planning
- Probate and administration of estates
- Trust administration
- Creating not-for-profit organizations and advising trustees and directors
- Surrogate's Court litigation including contested probate and fiduciary accounting proceedings
Our planning services involve reviewing an individual's entire financial situation, drafting wills and trusts to implement estate plans, rendering income tax advice on selected transactions and providing legal advice concerning all aspects of our clients' financial affairs. We represent many non-U.S. residents, and advise on the U.S. tax rules and treaties affecting international estate planning. We also represent banks and trust companies in the preparation and settlement of trust accountings.
The professionals in the Private Client Practice Group have advanced degrees in taxation. They possess many years experience handling tax disputes on the federal and state levels, and have guided clients through the process of structuring new businesses and new investments as well as disposition of businesses.
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