Our estate planning practice includes all aspects of structuring lifetime and postmortem transfers, including estate, gift and income tax planning to help protect your assets or your family business during your lifetime and for succeeding generations. Our primary goal is to devise a strategy to transfer your hard earned assets according to your wishes. We work with individuals, families and businesses that require transfer tax planning. We aim to help implement your goals but will provide guidance on tax reduction strategies along the way.
This includes the preparation of wills, health care proxies, living wills and powers of attorney. When appropriate we also utilize LLCs to help transition assets to the next generation. We have significant experience helping families throughout the Adirondacks and Lake George area ensure that their family cottages and camps will pass to the next generation. We also prepare revocable and irrevocable lifetime trusts and testamentary trusts of various degrees of complexity.
When disputes arise within estates and trusts, our experienced trial attorneys have experience challenging and defending estate and trust fiduciaries, and advocating on behalf of estate and trust beneficiaries. Our experience includes will contests, estate discovery proceedings, and contested accountings.