Comprehensive Estate Planning and Administration
Discuss Estate and Tax Planning Tools and Considerations
Family Transfers
Charitable Giving
Federal and New York Estate/Gift Tax Exemption
Marital Deduction
Leveraging Step Up Basis
Ownership/Property transfers
Gifts/Inter-Vivos Transfers
Titling/Re-titling Assets
Beneficiary Designations, TODs
Business/Stock Transfers and Transactions
Business Succession Planning and Real Estate Transactions
Tailored Trust Structuring
Asset Protection Trusts
Revocable/Irrevocable
Life Insurance
Medicaid Protection
Special Needs Trust
Advance Directives
Healthcare Proxy
Advance Healthcare Directive (Living Will)
Probate and Estate Administration
Executors, Trustees;
Use of Disclaimers, Powers of Appointment
Medicaid Applications
Guardianships for Incapacitated Person
Business and Corporate Law
Formation, Reorganization, Transfers, Buy/sell
Commercial Litigation
Business/Contract Disputes
Real Estate, Corporate and Commercial Transactions
Contracts, Acquisitions, Leasing, Financing
