Estate Planning

Rochester, New York Estate Planning Lawyers  

Our firm provides counsel and representation to individuals and their families, and businesses in a wide range of matters involving estate planning and administration, business succession planning, key employee estate and death contingency planning, retirement benefits estate planning, charitable giving, trusts, adoptions and guardianships.

We understand that each client's circumstances, needs and objectives are different. We evaluate your individual needs and objectives carefully and customize our services and your estate plan to meet your unique needs and objectives.

Many clients need only a simple Will, a Power of Attorney, and a Health Care Proxy, while others need a more complex estate plan. Business owners often require business succession planning and key employee estate and death contingency planning.

Whether you need a basic estate plan or a more extensive estate plan, which may or may not involve business succession estate planning, we use our expertise and skill to develop the right plan for you and your family and if applicable, your business.

Our Estate Planning Areas of Practice and Services include:

  • Wills
  • Estate and Trust Administration
  • Estate planning
  • Business Succession Planning
  • Key employee estate and death contingency planning
  • Revocable and Irrevocable Trusts
  • Supplemental Needs trust
  • Guardianships
  • Powers of Attorney
  • Living Wills and Health Care Proxies
  • Estate litigation
  • Charitable Giving Planning
  • Education Trusts
  • Life Insurance Trusts
  • Credit Shelter and Marital Deduction Trusts
  • Charitable Trusts
  • Life Estates
  • Adoptions

Contact Us Today 

No matter is too large or small. We apply the same sensitivity, dedication, expertise and skill to all matters, without regard to magnitude.

We look forward to discussing your needs and objectives with you and developing a plan that is right for you.

Please call or email us today to schedule a consultation and/or retain us for your important matter.