Practice Areas

Trust, Estate & Fiduciary Litigation

Estate issues frequently arise and require litigation for a resolution. There are many different issues that can be litigated in relation to estates, wills, trusts and other administrative issues.

Some estate and trust issues that may be addressed through litigation include:

  • Removal or trustees, personal representatives and other fiduciaries

  • Contests to the validity of estate instruments

  • Improper administration of an estate

  • Breach of duties

  • Accounting issues

  • Issues related to estate distribution

If you believe there is an estate issue that needs to be addressed, or if you are involved in an estate and need to defend against an issue, then an attorney can assess your case and provide advice. Contact us to learn how we can help.

Probate, Intestate and Trust Administration & Accounting

We address the needs of surviving family members, executors, and trustees in the management of trust and estate assets and the disposition of the estates and trusts. We also provide advice, representation and preparation of Federal and New York State estate, gift, and income tax returns and issues that affect estates, trusts, beneficiaries, and fiduciaries during the administration of the trust or estate.

Administrating and Estate or Trust may include tasks such as:

  • Probate or Intestate Administration Proceedings in the Surrogate’s Court

  • Marshaling the assets in the trust or estate

  • Communication with beneficiaries and their counsel

  • Communication and coordination with financial institutions and financial advisors

  • Preparing a fiduciary accounting

  • Assisting with distributing the assets of the trust or estate

If you are a fiduciary of a trust or an estate and require assistance, guidance and counsel of your rights, duties and responsibilities contact us to learn how we can help.

Estate Planning & Asset Protection

With 25 years of experience and their vast knowledge in tax planning and personal experience, our attorneys can help create an estate plan that will shield the wealth of property owners, professionals, business owners, and family members. Our attorneys can help clients protect their personal wealth and corporate assets by creating trusts and establishing the right business entities.

With simple or robust estate planning strategies you can make sure your wishes are carried out the way you desire.

Guardianship