ESTATE LAW and ESTATE ADMINISTRATION:
Estate Planning and Trusts
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.
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