ESTATE & TRUST ADMINISTRATION
Estate & Trust Administration
In the areas of estate and trust administration, our attorneys work with executors, trustees, beneficiaries to help guide them through the administration of estates and trusts ranging from modest to substantial to effectuate estate plans created by either our own attorneys or other attorneys. Our attorneys harness their extensive experience gained in representing business owners to enable them to work estate and trusts involving closely-held businesses, middle-market businesses, entrepreneurs, philanthropic planning and multi-generational planning.
Our attorneys work closely with our clients’ accountants, insurance agents and wealth managers to maximize our clients’ goals and ensure that all efforts are firmly coordinated with a hands-on approach intended to help make a difficult process easier for all parties.
Our attorneys provide the personal attention that is desired by our clients in connection with these most sensitive subjects. We design and help implement personalized plans that address the specific needs and circumstances of our clients, such as second marriages, single parents, spendthrift children, alternative life styles and children with disabilities. After thoughtful discussion with our clients, our attorneys craft effective last wills and testaments, codicils, durable powers of attorney, living wills and health care powers of attorney.
In addition to the representation of individuals, The Kaplan Law Group, PC, is regularly engaged by institutional trustees to assist with the administration of trusts and estates to help ensure that the trustees comply with their fiduciary obligations in a cost effective and efficient manner.
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New York, New York 10019
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