Find Lawyers in Buffalo, New York for Trusts and Estates
Ms. Beecher, Family Wealth Planning Practice Group Leader, concentrates her practice in the areas of estate planning, estate and trust administration, elder law, estate and gift taxation, and Medicaid planning. Her experience includes preparation of customized estate plan documents for clients including wills, trusts, powers of attorney, health care forms and living wills focused on the tax and non-tax needs of clients.
George E. Riedel, Jr. practices in the areas of trusts and estates, elder law, estate administration, estate planning, guardianships, and adoptions. Mr. Riedel is a director (from 1995 to present) and past secretary for the 100 Club of Buffalo. He is also a director (from 1999 to present) of the Western New York-Jamaica Partners of Americas. He was elected a fellow of the New York Bar Foundation in January 2001. He also serves on the advisory board of the Franciscan Missionary Sisters of the ...
Michael Schiavone has provided legal guidance to businesses for 30 years. He concentrates his practice in the areas of business law, commercial real estate, and estate planning. Mr. Schiavone is experienced in regularly counseling clients in a wide array of legal matters, including: Commercial lending and financial transactions Mergers and acquisitions Corporate, partnership, and limited liability matters Business formation Business succession planning Contract negotiation and dispute resolut...
Ms. Wagner is a member of the firm practicing in the Wills, Trusts and Estates Practice Group. Selected as one of the Best Lawyers in America annually since 2013, her practice focuses on life care planning, including elder law, trusts and estate administration and estate planning. She assists individuals and families with issues related to general estate and tax planning, corporate succession planning, as well as asset protection and crisis planning techniques. Ms. Wagner's practice focuses o...
Ms. Wick concentrates her practice in the areas of trust and estate administration, estate planning, and estate and gift taxation. Areas of estate planning experience include wills, a variety of trust vehicles and planning for retirement benefits. Ms. Wick is also experienced in assisting owners to plan for closely held businesses and in a variety of charitable giving techniques. She is the Chair of the Trust and Estate Law Section of the New York State Bar Association and a Fellow in the Ame...
Trusts and Estates Definition
How Can a Trusts and Estates Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
What are the Trusts and Estates Practices Focal Points?
When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax, and generation skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan, and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities, and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
• Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
• Making insurance claims
• Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
• Monitoring of the investment of the estate’s assets
• Arranging for the distribution of the estate’s net assets
• Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts.
Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trusts and Estates attorneys goal for its clients?
The goal of an trust and estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift, and generation skipping tax issues involved in transfer planning.
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
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