Practice Areas
Legal Services in Westchester NY, NYC and CT

Estate Planning, Trusts & Estates

Our attorneys work closely with individuals, families, and small business owners regarding the administration and planning of their trusts and estates and the transfer of their assets. Our Trusts & Estates practice provides the following services:

Estate Planning
We evaluate our clients’ particular family situation and advise them on the most advantageous estate planning opportunities available under Federal and state tax laws that will accomplish their goals.

Administration of Estates & Trusts
We advise fiduciaries regarding estate and trust administration, including post-mortem tax advice, preparation of estate, gift and fiduciary income tax returns and, most importantly, the maintenance of harmonious family relations. In the event of a death, we assist the client’s family with the probate and estate settlement processes.

Elder Law
Our firm’s attorneys have substantial experience representing older clients and their families in connection with Medicaid planning, guardianships, and the establishment of Irrevocable Income Only Trusts; Supplemental Needs Trusts; Revocable Living Trusts; Healthcare Proxies; Living Wills and Powers of Attorney.

Contested Wills and Other Court Proceedings
We handle contested wills and Surrogates Court litigation in courts throughout the greater Metropolitan Area. Our clients have the full support of our litigation department in the event of a contested matter.

Charitable & Exempt Organizations
We assist clients with the establishment of private foundations and other charitable and not-for-profit corporations, as well as structuring various types of lifetime and testamentary charitable gifts and bequests. We also assist charitable organizations in obtaining tax-exemption pursuant to section 501(c)(3) of the Internal Revenue Code.

CONTACT MANAGING PARTNER
Stephen J. Jones
Direct Dial For All Offices
914.713.9311  
Telephone
914.472.2300