Practice/Industry Group Overview
With a practice dating back well over one hundred years, the firm is a recognized leader in the trusts and estates field. We serve the varying needs of individual clients, corporate clients, foundations, and estates and trusts in administration. Although our practice is conducted at the highest level of legal sophistication utilizing the latest cutting edge technology in both the preparation of wills and trusts and the planning and administration of estates, our emphasis is on the practical aspects of estate planning and administration.
Our main goal is maximizing the financial benefits to our clients in a cost-effective manner. To that end, one of our primary areas of focus is on estate and income tax savings, both for our clients and for their heirs. Our experience encompasses the active planning and administration of large and often complicated resident and non-resident New York and Florida estates.
Our specialized support staff enables us to deliver all required administration services in-house, including estate and fiduciary tax planning, tax return preparation and fiduciary accounting, which results in significant savings for our clients - in both time and money.
Our department frequently works with the firm's real estate department in the sales of personal residences and the transfer of residences to trusts. We also have extensive experience in adversarial matters such as will contests, contested fiduciary accountings, and other types of estate litigation. When the need arises, we coordinate with our litigation department, which provides additional support and is experienced in handling trusts and estates litigation.