Your New York City Estate Planning Attorney

This law firm stands ready to secure your family's future with a comprehensive estate plan. Many people can benefit from a simple no-hassle will. In addition, we can add more value to your estate plan by letting you accomplish the following goals:

  • Minimize or Avoid NY Estate Taxes – We offer many ways to minimize or avoid estate taxes. We can help you set up a variety of trusts, including bypass trusts, credit shelter trusts, charitable trusts, life insurance trusts, AB trusts. We can also help you form a family company to hold your family's wealth estate tax free, or set up an annuity to capitalize on long-term gains.
  • Leave Directives for the Event of Incapacity – The law allows you to leave directives for your family in case you will not be able to make your own medical or financial decisions in the future. This can be accomplished by a correctly drafted healthcare proxy, living will and a financial power of attorney.
  • Protect Your Assets – We can preserve your wealth from the risk of being taken over by creditors. We do this by settling up various asset protection entities, such as trusts, family owned companies, and annuities to protect your assets.
  • Provide for minors or the disabled – If you have minor children, you should seriously consider giving guardianship directions and setting up a trust for the children's behalf. Disabled persons may need you to set up a special needs trust (also known as supplemental needs trust) to avoid losing their government benefits such as SSI and Medicaid after inheriting an estate.
  • Avoid Probate – Setting up a trust will save your family thousands of dollars in probate costs, as well as help you avoid other negative aspects of the probate process, such as its substantial delay and public nature.
  • Avoid Disputes between Current and Past Spouse – If you have been married twice, and especially if you had children with more then one person, you may avoid a serious family disagreement by setting up a will or a trust. As part of estate planning, you may require a pre- or post- marital agreement.

Call attorney Albert Gurevich, Esq. today at (212) 233-1233 for more information about an estate plan which is right for you.

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Avoid Estate Taxes
Top 4 Ways to Avoid Paying Estate Taxes - From Trusts to Life Insurance, find out how to avoid estate taxes.
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Update your wills and trusts regularly, to comply with the latest laws and use all available tax advantages.

Albert Gurevich, Esq.