Intertwined

TRUSTS & ESTATES

The firms Trusts & Estates (T&E) practice group provides a full range of estate planning and administration services in both New York and Florida.  The group assists clients considering the purchase of a second home in Florida, deciding on Florida residency, or answering the many questions about asset preservation, end of life directives, powers of attorney, wills, trusts, enhanced life estate or probate avoidance - our T&E group can provide you the answers you are looking for to make an informed decision.  With offices in both New York and Florida, our team can handle clients with multi-state needs for high-net-worth individuals, businesses, nonprofits, or corporate trust departments.   The group can advise clients on the following aspects:

  • Estate Planning & Administration

  • Estate settlement

  • Taxation of Trusts & Estates

  • Aspects of Residency & Asset Preservation

  • Powers of Attorney (POA)

  • Wills & Trusts