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Estate Planning and Administration

We provide specialized estate planning, tax and personal financial planning services, and handle the administration of estates and trusts. The estate planning practice focuses on tax reduction strategies in preparing wills and trusts, elder law concerns, as well as personal issues confronting clients in structuring their estate plans. We have substantial experience in organizing and advising public charities and private foundations, and in creating complex trusts as part of charitable giving programs. We have also had considerable experience in creating family limited partnerships and limited liability companies as part of an overall estate plan for transmission of wealth, ownership and control of family owned businesses. Our well-known trusts and estates group makes extensive use of specialized paralegals and state-of-the-art computer programs in the estate planning and administration areas in order to provide services economically.

This department is also capable of handling all aspects of estate and trust litigation, from simple will contests to complex contested accounting proceedings. Some of our attorneys are also certified public accountants and some have advanced tax degrees. With several attorneys admitted in the State of Florida, we are also capable of handling estate and trust planning and administration matters in that state as well as in most states neighboring New York. We work closely with the Litigation, Business, Tax, Corporate and Environmental Departments where necessary to ensure that all aspects of a client's situation are properly addressed.

William S. Haase
Timothy B. Thornton
Richard D. Cirincione
David S. Williams
Robert L. Dorfman
Amy S. O'Connor