Estate Planning & Administration

 

The estate planning and administration department serves the needs of our clients, whether their estates be large or small. We attempt to meet the wishes of our clients to pass their assets to their intended beneficiaries with minimum estate tax consequences, by making maximum use of available exemptions, tax credits, and planning devices, including trusts and partnership agreements. We also explain and implement more sophisticated planning devices. When a loss occurs, we work closely with survivors and named fiduciaries to ensure that family needs are met while the necessary administrative process goes on.

 

Contact:

Bruce E. Trauner

Jonathan K. Pollack

Stephen J. Blumert

 


 

 

99 Park Avenue, PH/26th Floor | New York, NY 10016  |  P: 212.490.0400 |  F: 212.277.5880 

© 2020 Beldock Levine & Hoffman LLP

Disclaimer. Attorney advertising. Prior results do not guarantee a similar outcome.