No two clients’ plans are ever the same. Everyone has their own special desires and situations that must be addressed. However, there are general categories of planning techniques that we assist our clients with. They are:

 

Revocable Trusts – to avoid probate, time and costs;

 

Asset protection Trusts – to protect against the Medicaid Spend Down Rules and/or to protect hard-earned family assets from potential future creditors;

 

Estate Tax plans - to significantly reduce, or eliminate federal and New York State death taxes;

 

Special Needs Trusts – for those clients with special needs family members who they want to insure have the highest possibly quality of life;

 

Family Investment Company plans – for wealthier clients who want to secure management of assets in one place, involve the next generation in management duties and reduce, where possible, death taxes.

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