CALL THE FIRM 631-753-0200 631-753-0200

WILLS AND TRUSTS & ESTATES

Estate planning goes beyond filling out forms. We ask the right questions  and listen to our clients’ needs.  They can range from a desire for an individual to protect substantial assets from estate taxes, to medicaid planning, to the simple desire to make sure loved ones are provided for.  We help  clients achieve financial security through estate and gift tax planning, family  business succession planning, and estate and trust administration.

We advise individuals and families on wealth preservation issues, including drafting wills and the following types of trusts:

Revocable Trusts, Irrevocable Trusts, Supplemental Need’s Trusts.  We also provide health care proxies, living wills and durable powers of attorney.

We undertake probate and administration of estates; and estate litigation and accounting contests when disputes arise.