Surrogate's Court practice can involve filing routine probate and administration petitions. But sometimes there are problems: the original Will can't be located; a witness can't be found; the identity or location of a distributee is unknown. Lori specializes in handling estates with these and other non-typical probate and administration issues.
In the best of families, conflicts can arise over distribution of estate assets. Lori can help you to resolve family conflicts before they strain family relationships. Where resolution is not possible or appropriate, she can aggressively protect your interests through Surrogate's Court litigation.
Sometimes, just having a Will is not enough. Without the advice of an experienced estate attorney, you might not have your assets structured in a way that takes advantage of the plan you have created. We understand the importance of an effective wealth transfer strategy, and have the expertise to represent each client's unique interests when creating an estate plan. Our estate attorneys are ready to help you consolidate family wealth, minimize estate taxes, plan for business succession, create charitable foundations and trusts, and ease the legal burdens of estate administration. We routinely provide powers of attorney, living wills and health care proxies as important ancillary documents to a client's primary estate plan.
Our attorneys can assist with probate or administration of estates, collection of estate assets, payment of outstanding debts and income and estate taxes, and distribution of assets to beneficiaries or intestate distributees.
Our legal services include:
Preparation and Execution of Wills,
Powers of Attorney, Living Wills,
and Health Care Proxies
Preparation and Execution of Trusts
Lifetime Planned Giving
Estate Administration and Surrogate's Court Practice
Estate and Trust Formal and Informal Accountings
Contested and Uncontested Surrogate's Court Proceedings, Including: