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AREAS OF EXPERTISE

ESTATE LAW and ESTATE ADMINISTRATION:
Estate Planning and TrustsEstate Planning and Administration : The Goals

Effective estate planning begins with the identification of financial goals, individually developed to meet each client’s specific priorities. It is our commitment to ensure the fulfillment of these goals through expert planning services.

The trusts and estates practice of Herten, Burstein, Sheridan, Cevasco, Bottinelli, Litt & Harz, L.L.C. provides individually tailored estate and tax planning. Related services include: overseeing the administration of estates and trusts, incorporating life insurance policies and retirement plans as part of estate planning and preparing Powers of Attorney and Advanced Medical Directives (Living Wills) to plan for potential disabilities.

PLANNING FOR THE FUTURE

Our goal in estate planning is to minimize tax liabilities and preserve assets. Family interests are protected through the drafting of essential documents and the proper structuring of asset ownership. For clients with closely held businesses, Herten Burstein attorneys work towards achieving a smooth and expeditious transfer of ownership from one generation to the next. When necessary, we also represent beneficiaries and fiduciaries in estate and probate litigation.

TODAY'S PLANNING PRIORITIES

Several of our members are experienced in the growing field of elder law, an area that has assumed greater importance with the aging of our population.  Among the services offered are consultation on disability planning and Medicaid eligibility.
 

GOALS


TODAY’S PLANNING PRIORITIES

Several of our members are experienced in the growing field of elder law, an area that has assumed greater importance with the aging of our population. Among the services offered are consultation on disability planning and Medicaid eligibility.

 
 
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