Beneficiaries of an Estate

Beneficiaries of an Estate Can Help the Estate Planning

A good estate plan requires the selection of beneficiaries and contingent beneficiaries. The selection of beneficiaries will usually reflect a person's desires and most often will be a person's spouse, children and other close relatives or friends.  Charities and other not-for-profit organizations may also be named as beneficiaries in a last will or Trust. Naming the beneficiaries of an estate is an important aspect of estate planning.

Once a person has passed away the beneficiaries of an estate will be either those named in the Will or the persons entitled to inherit under the statutes relating to intestacy.

Additionally, the selection of a beneficiary and the manner in which the beneficial interest is transfered may be influenced by the tax laws.  For example, assets given to a spouse or a charity may provide an estate tax deduction.

I have many years of experience working with and advising clients in the creation and implementation of plans that effectively express the clients’ personal desires regarding the disposition and protection of assets while providing potential tax advantages and security for family and beneficiaries.  I have also represented many beneficiaries of an estate.

I graduated in the top 10% of my class at New England School of Law in Boston and served on the prestigious “Law Review.”

Contact me directly at (212) 355-2575 or by e-mail