Estate Planning & Asset Protection
Planning ahead with wills, trusts, powers of attorney, health care proxies, living wills, charitable planning, and asset protection strategies.
Services Provided
Services Provided
Guiding individuals, families, and businesses through estate planning, administration, disputed legal matters after the loss of a loved one, business transactions, intellectual property concerns, and estate and tax planning with practical solutions, clear communication, and careful attention to each client’s goals.
Probate & Administration
Guiding families through probate and estate administration after the loss of a loved one, including representation in Surrogate's Court, asset collection and transfer, estate accountings, and distributions to beneficiaries.
Probate & Estate Administration
- Probate and administration proceedings
- Surrogate's Court filings and appearances
- Collection and transfer of estate assets
- Preparation of estate accountings
- Distributions to beneficiaries
- Fiduciary guidance for executors and administrators
- Resolution of estate-related disputes
Estate Litigation
Protecting the rights of beneficiaries, heirs, executors, and trustees in disputes involving wills, trusts, fiduciary duties, and estate assets.
New York Will Contests
Guiding clients through New York will contests and probate disputes involving questions of testamentary capacity, undue influence, fraud, coercion, and compliance with statutory execution requirements.
Inheritance Disputes
Counsel for heirs, beneficiaries, executors, trustees, and personal representatives in inheritance-related disputes.
Tax Planning & Optimization
Extensive experience representing clients in IRS audits, administrative appeals, Tax Court litigation, and estate and corporate tax planning, including strategies designed to preserve wealth and minimize tax exposure.
Corporate Law
Representing businesses in entity formation, contract preparation and negotiation, acquisitions and sales, commercial transactions, and ongoing corporate legal matters.
Intellectual Property Law
Providing intellectual property counsel on trademarks, copyrights, licensing arrangements, royalty matters, proprietary information, and the protection of business opportunities.