Trusts & Estates Law

Our firm counsels individuals, families, family businesses, wealth management advisors and a variety of non-profit entities. Whether you need assistance in large or small estate matters, have a family member or loved one who may need legal advice, we can recommend a course of action that will enable all to effectively and efficiently plan for the future. We understand that each client has unique circumstances, goals and requirements, and our objective is to provide practical advice before clients make important estate planning decisions.

• Personal Estate Planning, including drafting of Wills, and related documents
• Establishment and administration of a broad range of Trusts
• Business Succession Planning
• Estate and Trust Administration/Probate
• Estate and Trust Disputes - Litigation
• Charitable Planning & Organizational Representation

Erie County Surrogate’s Court
www.nycourts.gov/courts/8jd/Eire /Surrogates.index.shtml