ESTATE PLANNING/PROBATE

Planning for your future and your family’s security is essential, and our experienced estate planning and probate attorneys, licensed in California, New York, and Florida are here to guide you every step of the way. We provide comprehensive, tailored solutions to protect your assets, minimize estate taxes, and ensure your wishes are honored, whether for domestic or international families. Our cohesive and trusted legal team specializes in crafting flexible estate plans and navigating probate matters to secure your legacy and provide peace of mind for your loved ones. Our services include:

• Wills: Drafting Last Wills and Testaments to specify how your property should be distributed upon your death and designate guardians for minor children. A well-crafted will prevents intestate distribution under state laws (California, New York, or Florida), which could lead to unintended asset allocation or family disputes.
• Living Wills: Creating documents to outline your preferences for life-sustaining procedures in terminal conditions, providing clear guidance for family members making difficult healthcare decisions on your behalf.
• Powers of Attorney: Establishing legal authority for a trusted individual to act on your behalf in specified or all matters, ensuring your business and personal interests are managed if you become incapacitated.
• Trusts: Designing various trusts (e.g., ILIT, GRAT, QDOT) to manage, invest, or distribute your assets according to your wishes, avoiding probate, maintaining privacy, and minimizing estate tax liability for both domestic and international clients.
• Probate Avoidance: Structuring estate plans to bypass the costly, time-consuming, and public probate process, ensuring swift asset distribution and protecting your family’s access to funds for living expenses.
• Providing for Minor Children: Incorporating provisions to appoint guardians with the resources and skills to care for your children, specifying whether assets are distributed directly or held in trust for needs like health or education, and addressing scenarios like simultaneous spousal death.
• Charitable Giving: Facilitating donations to reduce capital gains and estate taxes while supporting causes you value, ensuring your legacy benefits cherished organizations.
• Estate Tax Minimization: Developing strategies to reduce or eliminate estate taxes through early planning, leveraging tools like trusts and charitable giving, and regularly updating plans to comply with evolving tax laws in California, New York, and Florida.
• Tax Planning and IRS Issues: Assisting with personal tax planning, IRS controversies, offers in compromise, installment agreements, uncollectable status, business structuring, foreign investment, international compliance, cross-border transactions, mergers and acquisitions, real estate development tax strategies, and captive insurance companies.

Our team provides strategic guidance through complex estate planning tools and probate processes, ensuring your assets and family are protected. Licensed in California, New York, and Florida, we offer seamless representation across these jurisdictions for both domestic and international clients. Whether you’re planning for your family’s future, minimizing tax liabilities, or navigating probate, contact us today for a consultation to learn how we can safeguard your legacy with personalized, effective solutions.