Trusts & Estates

Trusts & Estates

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, families, 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 estate 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 estates. For clients whose needs may not include estate tax considerations, we appreciate that planning for minor children, loved ones with special needs, pets, and special asset classes can require as much (or more) sophisticated, attentive planning.

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.

 

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Peer Reviews

  • 4.8/5.0 (18)
  • Legal Knowledge

    4.9/5.0
  • Analytical Capability

    4.8/5.0
  • Judgment

    4.8/5.0
  • Communication

    4.8/5.0
  • Legal Experience

    4.8/5.0

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Client Reviews

  • 4.3/5.0 (1)
  • 100% (1)
  • Communication

    4.0/5.0
  • Responsiveness

    4.0/5.0
  • Quality of Service

    5.0/5.0
  • Value for Money

    4.0/5.0
  • wolf-haldenstein-adler-freeman

    4.3/5.0 on 10/22/10 on 10/22/10

    Excellent attorneys but bills need to be checked carefully; I've been billed for someone else's work from time-to-time. Corrections are always made without a problem.

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    Excellent attorneys but bills need to be checked carefully; I've been billed for someone else's work from time-to-time. Corrections are always made without a problem.

    • Communication

      4.0/5.0
    • Responsiveness

      4.0/5.0
    • Quality of Service

      5.0/5.0
    • Value for Money

      4.0/5.0
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Diversity

Wolf Haldenstein does not discriminate or tolerate harassment against any employee or applicant because of race, creed, color, national origin, sex, age, disability, marital status, sexual orientation, or alienage or citizenship status and designs its hiring practices to ensure that minority group members and women are afforded equal employment opportunities without discrimination.

The Firm is in compliance with all applicable Federal, State, County, and City equal employment opportunity laws. Wolf Haldenstein is proud of its long history of support for the rights of, and employment opportunities for, women, the disadvantaged, and minority group persons, including the participation in civil rights and voter registration activities in the South in the early 1960's by partners of the Firm; the part-time employment of disadvantaged youth through various public school programs; the varied pro bono activities performed by many of the Firm's lawyers; the employment of many women and minority group persons in various capacities at the Firm, including at the partner level; the hiring of ex-offenders in supported job training programs; and the use of minority and women-owned businesses to provide services and supplies to the Firm.