When Planning Your Trusts and Estates, Start By Taking Inventory of Your Assets

Assets include: investments, insurance policies, retirement savings, and property or business interests. Ask these three questions when starting to plan your trusts and estates: Who do you want to inherit your assets? Who should handle your financial affairs if you become incapacitated? Finally, Who do you want to make medical decisions for you if you become unable to make them for yourself?

I have many years of experience working with and advising clients in the planning and creation trusts and estates that effectively express my clients’ personal desires regarding these important questions. I work to make sure that your trusts and estates plans are both sound and in accordance with your wishes.

Trusts and estates are also the subject of probate and court proceedings.  I have worked with many clients on trusts and estate matters including probate, administration, accountings and estate and trust settlement. I have helped clients throughout New York.

Today, more than anything, I enjoy being successful on behalf of a client. I work hard to help clients resolve their legal issues successfully.

For personalized attentive service and a free case evaluation you can contact me by telephone (212) 355-2575, fax (212) 751-5911 or e-mail