Estate Planning & Probate
A plan built around your family and your assets. We help clients understand the available options and create documents that reflect their actual circumstances rather than relying on a one-size-fits-all approach.
Estate Planning
For some clients, the primary goal is making sure property passes to the right beneficiaries. For others, planning may involve real estate, business interests, minor children, blended families or a desire to simplify the administration of an estate.
- Wills
- Trusts
- Powers of Attorney
- Advance health care planning
- Beneficiary planning
- Probate avoidance strategies
- Asset protection considerations
- Planning for real estate ownership
- Planning for business interests
- Updates & revisions
Probate & Estate Administration
Our attorneys assist executors, administrators and families with probate and estate administration matters in New York and New Jersey. We work to help families understand the process and move the estate toward an orderly resolution.
- Probate of wills
- Administration without a will
- Executor & administrator guidance
- Court filings
- Collection of estate assets
- Creditor claims
- Transfer or sale of real estate
- Distribution of estate property
Updating an Existing Estate Plan
Estate plans should be reviewed periodically and after significant life changes. An outdated estate plan may no longer reflect your family circumstances or your intentions.
- Marriage or divorce
- Birth or adoption of a child
- Purchase or sale of significant real estate
- Acquisition of investment property
- Formation or sale of a business
- Significant changes in assets
- Death of a beneficiary or fiduciary
- Relocation to another state
A Practical Approach to Estate Planning
Our goal is to make estate planning understandable. We explain the purpose of each document, identify the issues that actually matter to the client and develop a plan that can be implemented without unnecessary complexity.
For many clients, the most important step is simply getting started.
Discuss Estate Planning or Probate With Our Attorneys
Whether you need to prepare an estate plan, update existing documents or administer the estate of a family member, we can help you understand the process and your available options.
Book A Free Consultation
Tell us about your matter and our attorneys will follow up promptly.
Prefer to call? NY 212.729.8479 · NJ 973.854.0917