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

 

What Is The Estate Tax?
The estate tax is one component of the federal transfer tax system, which also includes the gift tax and the generation-skipping transfer tax.
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The Trust As Part Of An Estate Plan
To the layperson, trusts can appear complicated. People often think trusts are only for the very wealthy. In reality, trusts can be useful for people of all income levels.
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What Is Probate?
Probate is the legal process that takes place after someone dies of proving the validity of a will or establishing who is entitled to receive the decedent’s property under state intestate succession laws if there is no will.
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Who Are The Parties Involved In A Trust?
The person who creates a trust is called the creator, the settlor, or the grantor. The trustee is the person or persons who hold title to the trust property in their name.
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AICPA Tax Attorney CPA, CFP®, Melville NY

OFFICE LOCATION

445 Broad Hollow Road, Suite 205
Melville, NY 11747
516.537.4440
Email: larry@israelofflawcpa.com

MAP

Lawrence Israeloff, Esq., CPA, CFP®

DISCLAIMER

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.
©2017 Tax Attorney CPA, CFP®, Melville NY
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