Trust and Estate Administration

Our firm provides a multitude of probate and trust administration services to individual and corporate fiduciaries and beneficiaries.

Upon the death of a family member, we will ensure that assets are properly transferred pursuant to the terms of the decedent’s will or trust.

We will also assist executors and trustees in administrating probate and trust estates, filing estate tax returns, negotiating with creditors and the IRS, selling estate assets, accounting to the court, and distributing assets.

We have longstanding relationships with several local corporate and professional fiduciaries.

We presently represent trustees and administrators handling assets valued at over 30 million dollars.

Family Law

Our law firm provides counsel and representation in family law matters, including those related to divorce, child custody and support modification, support enforcement, legal separation, special needs trusts, pre-marital agreements and post-nuptial agreements.

Members of our firm have more than 30 years of family law experience, serving on New York and New Jersey Bar Association Family Law Committees and in local courts as mediators and judge pro tems.

The firm’s other concentrations in estate and business planning and litigation enhance its ability to provide a full range of high-quality legal assistance in even the most contentious family law matters.

Our attorneys are experienced in representing clients in complex family law cases, including those involving significant business interests, professional practices, retirement plans, real property and other property rights. When appropriate to advance the interests of our clients, we enlist the assistance of experienced appraisers, accountants, insurance experts, and investment counselors.

Many family law cases have substantial issues pertaining to custody and support. When children are involved, great care is given to developing a custody plan that preserves the parent/child relationship. Careful attention is given to all aspects of support, including child support, spousal support (alimony), and the maintenance of health insurance and life insurance.

We strive to be accessible, working closely with our clients in this area of the law where the utmost in competence, confidentiality and sensitivity is expected and appreciated.

Estate Planing

We are committed to providing the most up-to-date estate planning techniques, at competitive rates, to accomplish the objectives of our clients. Estate planning today is far more complex then wills and probate. It requires strategies for preserving assets, minimizing estate taxes and limiting post-death administrative costs and delays.

Our firm specializes in the preparation of Intervivos Trusts (living trusts) customized to our clients’ needs, We assist with the transfer of assets to the trust and communicate regularly with our clients to update trust schedules and to advise of recent legal and tax developments. In addition to living trusts and wills, our firm assists clients with the preparation of irrevocable trusts, including life insurance trusts, charitable lead and annuity trusts, grantor retained annuity trusts, trusts for minors, special needs trusts, and pre-marital agreements.

As part of our estate planning services, we also assist with lifetime gifting strategies, generation-skipping techniques, small-business planning and post-mortem tax planning. We also prepare durable powers-of -attorney for asset management and Advance Health Care Directives. We work with the local professional such as trust companies, accountants, financial planners and chartered life underwriters to provide a broad spectrum of services for our clients.

Business and Real State Law

Since it’s inception, we have specialized in real estate and business law, providing a variety of services to local businesses and individuals.

We represent local real estate brokers, escrow holders and other real estate professionals by providing business planning, transactional and litigation services. We are also experienced in the negotiation, review and preparation of real estate purchase agreements, escrow instructions, residential and commercial leases, lease options, promissory notes, deeds, deeds of trust, and other real estate documents.

Legal services provided to our numerous business and corporate clients include:

  • incorporation of new businesses and the preparation of all related documentation
  • selection and formation of business entities such as corporations, general partnerships, limited partnerships, and limited liability companies (LLC)
  • formation and representation of non-profit corporations and professional corporations
  • providing ongoing business planning advice to corporate and business clients, assisting with corporate minutes, policy and procedure manuals, buy-sell agreements, business negotiations, employee and labor matters, construction law issues, business loans, security agreements, governmental issues and other business-related matters.

For years, our firm has represented clients in the buying or selling of a business, including the sale of business assets, bulk-sale transactions, and the sale of corporate shares and mergers. We are experienced at working with brokers, escrow holders and other professionals in such sales and are also equipped to handle transactions when there is no escrow or broker involvement.

We strive to be accessible by telephone, facsimile and e-mail, and to provide prompt and effective advice to our clients, We schedule annual meetings and are available to attend corporate and business meetings upon request.

As a result of our members’ experience in local government, our firm has developed an expertise in representing individuals and businesses that deal with governmental agencies – such as cities, school boards, special districts and county boards – in processing matter through the multiple levels of government.

We can provide assistance in contract negotiations, processing plans and permits, zoning issues, conditional use permits, variances, CEQA hearings and appeals before planning boards, commissions and committees, as well as city or county hearing boards.

Law Firm Overview: Accessible – Responsive – Effective

For more then three decades, the law firm has been providing high-quality legal services to businesses and individuals in the New York and New Jersey area.

Members of our firm are experienced trial lawyers who effectively handle complex litigation in any court within New York and New Jersey.

Our firm has litigation expertise in family law, real estate, business, probate and trust matters. We have successfully resolved complex cases through arbitration. mediation and trial.

Firm members are experienced business and estate planning attorneys. We represent many business clients and have expertise in real estate, business formation, preparation of wills and trusts, estate and trust administration, and negotiation of premarital agreements.

Ours members are also active in the legal community. Whether it’s serving as president of the New York and New Jersey Bar Association or New York and New Jersey Barristers, being active members of the New York and New Jersey Bar Associations, or serving as volunteer mediators or judge pro tems, we have a strong leadership presence in our legal community. We are proud that four former members of our firm have served as members of the judiciary.

In addition to providing quality legal services, our firm has a long history of community and charitable involvement. Our members have served as presidents of New York and New Jersey Rotary and New York and New Jersey College Foundation. In recent years, we have also actively served on the board of directors of numerous service and charitable organizations in our community.