Preparation and Advice
When it comes to the preparation of estate planning documents, our attorneys provide advice concerning wills, trusts, powers of attorney and health care proxies. We help clients navigate New York law, applicable federal tax laws and, when necessary, the judicial system with respect to leaving assets with family, friends and/or charitable organizations.
Whether the client is of modest means or high net worth, our firm can assist with planning the transition of assets and the care of loved ones through properly drafted and executed documents.
For the owners of privately held enterprises, this process takes into account not only personal assets, but also the client’s needs with respect to business succession planning. We also counsel clients regarding charitable giving and the formation and operation of charitable organizations. When court proceedings are required to implement estate planning documents (such as the probate of will), our experienced attorneys and staff understand the system, and can guide clients through the process efficiently and cost-effectively.
Trusts and Estate Litigation
It is critical to preserve a client’s rights in the estate or trust administration process. Our firm’s experienced litigators have handled a broad array of trusts and estate litigation, including successfully contesting wills and estate accountings, ensuring that wills are admitted to probate, and overseeing the proper distribution of assets. ICRH attorneys have represented both proposed beneficiaries and embattled fiduciaries, so we understand all sides of the issues.
We often appear in estate or trust proceedings for our not-for-profit charitable organizations to review accountings or to protect their interests in a decedent’s charitable gift. Our seasoned litigators provide clients with advice as to whether a matter should be vigorously litigated or resolved by alternative means. We draw on our experience in each unique situation when we consider not only the ever-changing tax laws affecting each matter, but also the very real emotional impact that these issues have on the people involved, especially when a loved one has passed away.
