Wills, Trusts and Estates

Wills, Trusts and Estates

Successful estate planning ensures that in the event of incapacity or death, your legacy of hard work, savings and investing is protected. 

A strong estate plan achieves your objectives at the lowest possible financial and emotional cost to you and your family. The alternative is a poorly prepared estate plan, or, worse, no plan at all. In either of these cases, the laws of the state where you reside — not your wishes — will be used to settle your estate, which then could be subject to challenge, unnecessarily high taxes and other costs.

We counsel our clients in all aspects of estate planning, including drafting and reviewing wills, trusts and certain lifetime transfers. We advise trustees and executors on fiduciary duties. We help executors and administrators navigate complex probate laws, as well as present matters before the surrogate’s court. 

We also draft powers of attorney, living wills, healthcare proxies and guardianship applications. 

When necessary, we will litigate estate issues, including wills and trust cases, accounting proceedings, missing assets issues, probate and administration issues, and wrongful death cases. 

Regardless of whether the estate is simple or complex, we provide the same individualized attention and empathy to all our clients.

Your Wills, Trusts and Estates Team

Contact Us For A

Poughkeepsie: 1 (845) 452-4000
Millbrook: 1 (845) 677-6700
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