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Estate Planning

The goal of our estate planning practice is to provide our clients with the latest information and techniques to help them plan for their future and their legacy, while at the same time remaining sensitive to the emotions involved in making potentially difficult family decisions.  We achieve this objective by educating our clients about the issues involved and the options available.

Our estate planning practice encompasses more than just the drafting of wills.  We thoroughly analyze your financial and family circumstances to develop an integrated strategy to accomplish your unique objectives.  If you own a business, a succession plan for your business may be an integral part of the estate planning process. Our business and tax experience, combined with our estate planning knowledge, allows us to formulate a plan that incorporates these important factors.

Some of the estate planning services we provide include:

  • Drafting of Wills, Powers of Attorneys, Health Care Proxies and Living Wills
  • Preparation of Trusts including:
    • Life Insurance Trusts
    • Grantor Trusts
    • Grantor Retained Annuity Trusts and Unitrusts
    • Lifetime QTIP Trusts
    • Revocable Living Trusts
  • Family Limited Partnerships
  • Installment Sales to Grantor Trusts
  • Family business agreements
  • Preparation of Gift Tax Returns

Contact us for more information or to schedule a consultation at 516-364-5100.



© 2017 Katz, Bernstein & Katz, LLP | Disclaimer - ATTORNEY ADVERTISING
6900 Jericho Turnpike, Suite 100W, Syosset, NY 11791
| Phone: 516-364-5100

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