Trusts & Estates / Elder Law

Trusts & Estates / Elder LawWestchester Mt Kisco Elder Law Trusts Estates Planning

Good estate plans are about people, their goals and aspirations. Aside from being legally sound and sustainable, a solid estate plan is enhanced by the knowledge achieved working with those who understand the responsibilities that success can bring.

The highly seasoned Trust & Estate attorneys of Shamberg Marwell Hollis Andreycak & Laidlaw, P.C. work primarily with individuals to eliminate uncertainty over the management of family assets, ensuring that our clients’ estates pass to whom they want, when they want, and are carried out in the manner they have chosen. Realizing that every family and every estate is unique, we provide sophisticated, comprehensive and customized succession planning that preserves wealth, protects from creditors and minimizes taxes.

Our skilled attorneys have years of experience in all phases of wealth transfer, from simple wills and trusts to complex estate planning and administration. Our highly professional services extend to estate executors and beneficiaries, personal representatives, and corporate and individual trustees. Among the services we provide are:

  • Estate, tax and multi-generation succession planning
  • All forms of revocable and irrevocable trusts, including;
    • Revocable living trusts
    • Special needs trusts
    • Life insurance trusts (ILITs)
    • Grantor retained annuity trusts (GRATs)
    • Generation skipping trusts
    • Charitable remaining and lead trusts
    • Qualified personal residence trusts (QPRTs)
    • Qualified domestic trusts (QDOTs)
  • Powers of attorney
  • Probate and accounting matters including any relating litigation
  • Healthcare and disability planning
  • Retirement and deferred compensation planning
  • Fiduciary accounting and taxation
  • Trust and estate litigation
  • Estate / gift taxation, including return preparation and audits
  • Family limited partnerships
  • Limited liability companies (LLCs)
  • Business succession planning

At Shamberg Marwell Hollis Andreycak & Laidlaw, P.C. we believe that everyone should have an up-to-date estate plan. Regardless of your financial situation, marital status, or age, estate planning will benefit you and those whom you love by protecting your assets for your lifetime and for your family.