Trusts & Estates

The Trusts & Estates group at Wilentz, Goldman & Spitzer, P.A. treats your personal financial affairs with the professional and personal attention they deserve. To serve your estate planning needs, we listen carefully as you describe your intentions and then structure an estate plan, as tax-effectively as possible. Estate planning is a creative field of law, and we take pride in the satisfaction of solving problems for both individuals and families. This requires imagination, experience, a comprehensive knowledge of constantly changing tax laws, and professional attention to detail.

You probably already know the importance of having a will to take care of your loved ones in the event of your death. Once you have achieved a certain level of financial security, you may want to preserve maximum assets for yourself and your family.

We provide advice and representation with respect to the following:

• Estate planning and administration
• Family business succession
• Tax planning
• Wills
• Trusts
• Private foundations
• Pension and retirement plans
• Elder law
• Special Needs
• Probate law

Solutions to estate planning problems often involve the use of will and trust arrangements to protect assets and avoid unnecessary taxation. We draft documents that satisfy the applicable legal requirements while implementing the client's goals. Programs can be designed to assure security for spouses, children, and grandchildren. Increasingly, clients are concerned with their own long-term ability to handle financial and healthcare matters. Living wills and powers of attorney that are tailored to meet the client's unique requirements often provide the solutions.

We also apply the same care and experience to estate administration and the administration of ongoing trusts for your beneficiaries.

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