The Law Offices Of
Lawrence Israeloff, PLLC
445 Broad Hollow Road, Suite 205, Melville, NY 11747
  • PERSONALTAX AND FINANCIAL PLANNING
  • TRUSTESTATE, INVESTMENT AND RETIREMENT PLANNING
  • EXPERIENCEDPROFESSIONAL TAX RETURN PREPARATION
  • LEGAL REPRESENTATIONFOR TAX CONTROVERSIES
   

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Trust & Estate Planning

As you age, how do you ensure that your wishes regarding the distribution of your wealth and possessions are truly carried out? Almost everyone can benefit from proper trust and estate planning, and should turn to an educated experienced attorney for informed legal advice on making these important arrangements for the future of your family.

At The Law Offices of Lawrence Israeloff, PLLC, we provide tailored estate planning and trust administration services. These include:

  • preparing wills and trusts
  • customized solutions that protect accumulated wealth
  • tax-oriented planning for gifts and the disposition of assets at death

We understand that each client’s situation is personal and unique. By determining the client’s objectives in light of current laws and court decisions, the attorneys at The Law Offices of Lawrence Israeloff, PLLC create estate plans that meet our clients’ expectations, and achieve immediate and long-term tax savings.

We recommend that you revisit your will every time you experience a major life event, such as marriage, the birth of a child or other significant milestones. Even if there is no meaningful change in your life, it’s smart to review the document every couple of years to ensure it still addresses all your estate concerns and reflects your wishes. Changes in the value of your investments—such as a stock portfolio or real estate—may also require adjustments in your estate plans.

Reviewing your will may raise questions about various areas of your financial life, including your estate planning or other financial concerns. Be sure to turn to  The Law Offices of Lawrence Israeloff, PLLC for the perspective and advice you need to make the best choices.

Additional legal services include:

  • Business entity formation
  • Partnership agreements
  • Limited Liability Company operating agreements
  • Stockholder agreements
  • Buy-sell agreements
  • Purchase and sale agreements
  • Quarterly estimated tax payment calculations
  • Future tax projections

 

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Lawrence Israeloff, Esq., CPA, CFP
AICPA Member
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