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04 · Estate planning

Wills & trusts

Most plans fail for a human reason, not a tax reason. The wrong fiduciary. A trust no one can explain. A will signed in a hospital room.

Planning after litigation

The firm plans estates because it has spent decades taking them apart. A simple will, done carefully, is often the right document. A trust is a tool, not a default, and the office has been public about the cases where an irrevocable trust costs a family the step-up in basis it actually needed.

Planning covers who should hold the pen after death, what happens if that person cannot, and how a second marriage or property outside New York changes the paper.

Queens, and both bars

The office is in Forest Hills, overlooking Forest Hills Gardens. The firm is licensed in New York and New Jersey. High-value plans are their own matter. This is the work of getting a clear document signed while everyone involved still agrees.