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https://trustsandestate.com/
At Trusts and Estate our attorneys focus their practice on estates and trusts administration, domestic and international estate planning sophisticated domestic and international taxation, and asset preservation counsel to CEOs of major corporations, ultra-high net worth individuals, multinational businesses, and charitable organizations.
If you are like most people, you like to donate money to one or more charities that are close to your heart. Many people have given to the same types of charities for years, so it makes sense that they would want to leave them one final gift from their estate when they pass away.
If this makes sense to you, we can help you tailor your estate plan to achieve the following: Benefit your favorite charity or charities, in a way that would still allow you to retain a form of control over gifted assets, and/or allow you to create an income stream to your favorite charity with a remainder of funds going to your family beneficiaries.
If you have highly appreciated assets and interested in income tax planning with those assets, reach out to us to discuss different charitable vehicles available to you. If you would like to make charitable planning a part of your estate plan, we can help you every step of the way. Get in touch with us to schedule a meeting where we can go over your desires for your charitable giving, and get it taken care of right away so you don’t have a thing to worry about.
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Background reading on the practice areas this attorney handles.
estate planning
Spendthrift Trusts in New York
New York spendthrift trusts protect inheritance from beneficiary's creditors, divorces, and bad spending — by limiting beneficiary's right to transfer + restricting creditor access to assets in trust.
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Blended Family Estate Planning in New York
New York blended families need careful estate planning to avoid disinheriting biological children when surviving spouse remarries — QTIP trusts, life insurance, and specific structures address the conflict.
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Probate Litigation in New York
New York probate litigation handles disputes over wills, executor conduct, beneficiary rights, and estate administration — including will contests, breach of fiduciary duty, and accounting disputes.
