Trusts, Estates, & Elder Law

Planning for the future, from estate planning, preparation of Wills, Trusts, Living Wills, Health Care Proxies and Powers of Attorney to planning for long term care, can be confusing and difficult. We provide specialized estate, tax and personal estate and long term care planning services, as well as handling the administration of estates and trusts.

Trusts & Estates

Our estate planning practice focuses on minimizing income, estate and gift taxes when preparing Wills, Trusts and other estate planning strategies. We ensure that the clients’ goals and personal issues are addressed in structuring their estate plans.

Lifetime gifts, transmitting wealth, and establishing family charitable foundations for families may be desirable. 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 also have expertise in forming and maintaining 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.

We handle all aspects associated with an estate or trust administration, including preparation of Court accountings, estate and gift tax returns, and in some instances fiduciary income tax returns. We provide advice and counsel to ensure that your future planning is securely in place with the appropriate Trusts, Wills, Health Care Proxies, Livings Wills, and Powers of Attorney.

With attorneys admitted to the States of New York and Florida, we are capable of handling estate and trust planning and administration matters of our clients and their families. We work closely with our litigation, business, tax, corporate and environmental departments when necessary to ensure that we properly address all aspects of our clients’ situations. Some of our attorneys have worked as certified public accountants and others have advanced tax degrees.

Elder Law

We focus on assisting clients and their families with complex legal issues, including preservation of assets, long-term care planning, planning for eligibility for governmental benefits including Medicaid, disability planning, establishing supplemental needs trusts and participation in guardianship proceedings. We also handle all aspects of long term care planning, including protecting assets to enable the family member to qualify for Medicaid, as well as the preparation and submission of a Medicaid application.

Estate & Trust Litigation

We are experienced in handling all aspects of estate and trust litigation, from Will contests to complex contested accounting proceedings. We also handle all matters in guardianship proceedings to assist with the appointment of a guardian for an incapacitated person.

Simplify your estate planning with the trusted attorneys of McNamee Lochner P.C.