Trusts & Estates

Lemery Greisler provides services to its clients in connection with all aspects of estate planning, administration, wealth transfer and tax planning.  Due to the business nature of the Firm’s practice, the attorneys have extensive experience in succession planning for closely held and family businesses. The Firm integrates its clients' financial, tax and legal concerns with their desires to achieve specific goals for every stage of life, including possible nursing home expenses, retirement, and asset transfer to family members during a client's lifetime or at death.  In achieving such integration, the Firm’s attorneys routinely prepare such documents as wills, trusts, insurance trusts, revocable and irrevocable living trusts, advance directives and durable powers of attorney.

Lemery Greisler places particular emphasis on estate tax planning.  The Firm’s attorneys have represented clients before the IRS, before the appeals division of the IRS, and before the Tax Court.  In addition, attorneys have prepared both federal and state estate tax returns. In the area of Estate Administration, the Firm’s attorneys have experience filing necessary probate, ancillary probate, and accounting proceedings. They have experience representing clients in all required Estate Administration and accounting litigation matters, including matters with Surrogate’s Courts throughout the State of New York.

Trusts & Estates Attorneys: