Goetz Fitzpatrick LLP trusts and estates lawyers carry on a tradition of quality professional service to individual clients and family foundations.
The essence of the trusts and estates practice is helping clients preserve personal wealth and plan for and implement its transfer in a manner that achieves the client’s personal objectives, while minimizing related tax and other costs.
The Trusts and Estates group serves clients with diverse backgrounds, desires and needs throughout the New York Metropolitan Area. Many of our clients enjoy substantial wealth and have interests in ongoing family closely-held businesses, charitable organizations or distinctive assets, which require sophisticated estate and lifetime giving plans. For them, our trusts and estates lawyers, frequently working with financial advisors and other professionals, create individually tailored asset management, estate and business plans that most effectively achieve their objectives. Many clients, however, are of more modest means, or are in the process of accumulating wealth. They receive the same level of individual attention and care in their planning and in the drafting of appropriate instruments to reflect their wishes, affording them the maximum opportunity for tax and other savings.
Our lawyers also assist in the administration of estates and trusts, including handling probate and other judicial proceedings. They are frequently called upon to help resolve disputes regarding wills, trusts or estates, including litigation, when required. In addition, they provide estate, gift, generation-skipping transfer and fiduciary income tax and other advice to fiduciaries or to individuals who have interests in trusts or estates.
The lawyers in the Trusts and Estates group have broad experience. They are supported by the other members of a full-service firm of experienced lawyers who provide the entire range of services needed to serve a diverse client base. The firm’s experience encompass all practice areas, including pension, real estate, personal income tax advice and domestic relations law, which are of primary interest to individuals, as well as corporate and partnership tax, business reorganization, and commercial real estate law, which are of primary interest to the entrepreneur.
Some of our areas of experience include:
preparation of wills and trusts, living wills and powers of attorney
establishment of guardianships and conservatorships
business continuity planning
life insurance and retirement asset planning
charitable giving tax planning
formation and representation of private foundations
preparation of buy-sell agreements
grantor retained annuity trusts
qualified personal residence trusts
preparation of interview trusts
financial and investment counsel
family limited partnerships and family limited liability companies
preparation of fiduciary income tax returns
representation before the Internal Revenue Service
estate and trust administration
formation and operation of limited liability companies
planning with valuation discounts
preparing premarital and postmarital agreements
preparation of Federal and State estate tax returns
preparation of gift tax returns
supplemental needs trusts
state domestic relocation