Estates and Trusts

Planning for Your Future and Beyond

Offit Kurman’s Estates and Trusts Practice Group is an experienced and trusted resource dedicated to helping our clients plan for their family’s future, protecting their assets and loved ones, and transitioning their life’s work into their legacy for the next generation.

Our Estates and Trusts attorneys design personalized estate plans to minimize the burden of gift and estate taxes while protecting assets from the threat of potential creditors. In addition, our elder care practice can provide our clients with the tools to advocate for their aging loved ones, apply for government benefits, and plan for their own long-term care. The special needs planners structure our clients’ documents to ensure that their disabled loved ones are cared for well into the future.

Whether your needs are simple or sophisticated, the Estates and Trusts team at Offit Kurman tailor our estate services to meet your specific needs and objectives.

Estate Planning

Prepare Estate Planning Documents, including:
    • Durable General Powers of Attorney
    • Advance Medical Directives, including Health Care Proxies, Living Wills, and Medical Powers of Attorney
    • Last Wills and Testaments
    • Revocable Living Trusts
    • Irrevocable Life Insurance Trusts (ILITs)
Prepare Estate Planning Documents, including:
    • Charitable Trusts
    • Family Foundations
    • Qualified Personal Residence Trusts (QPRTs)
    • Grantor Retained Annuity Trusts (GRATs)
    • Intentionally Defective Grantor Trusts (IDGTs)
    • Dynasty Trusts
    • Medicaid Asset Protection Trusts (MAPTS)

Tax Planning, including:

    • Minimization of Federal and State Estate Taxes
    • Charitable Trusts
    • Credit Shelter and Disclaimer Trusts

Estate Administration

    • Probate and Administration Proceedings
    • Preparation of Estate Tax Returns
    • Preparation of Trust Income Tax Returns
    • Preparation of Fiduciary Returns
    • Negotiation of Disputes Among Beneficiaries
    • Negotiation of Disputes Between Fiduciaries and Beneficiaries

Elder Law and Asset Protection Planning

    • Design of Asset Protection Plans
    • Medicaid Asset Protection Trusts for Assets
    • Medicaid Income Protection Trusts for Income
    • Medicaid Applications
    • Preparation of Domestic and Offshore Asset Protection Trusts

Special Needs Planning

    • Special Needs Trusts for Disabled Loved Ones
    • Supported Decision-Making Documents
    • Guardianships tailored for your Disabled Loved One’s Disability
    • Government Benefits

Leadership

Candace Dellacona

Principal and Practice Group Leader, Estates and Trusts (North)

View Bio

Meghan McCulloch

Principal and Practice Group Leader, Estates and Trusts (South)

View Bio
Headshot of Attorney Tiffany Halimi

Tiffany A. Halimi

Principal and Chair of the Estates and Trusts Practice (West)

View Bio

Ready to learn more? Contact Offit Kurman today!

Related Posts

Navigating the Right to Die: A Closer Look at New York’s End-of-Life Legislation

By Candace Dellacona, Esq. | March 13, 2024
Read More

Lost in Translation: Blunders in International Estate Planning No. 3

By Offit Kurman | March 6, 2024
Read More

Four Reasons Your Power of Attorney May be Out of Date

By Lee Carpenter | March 4, 2024
Read More

Undue Influence – Presumed Elder Abuse

By Thomas Repczynski, Esq. | February 21, 2024
Read More

Lost in Translation: Blunders in International Estate Planning No. 2

By Diane Roskies | February 19, 2024
Read More

Aging in Place: NYFSC’s Home Sharing Program Offers a Unique Housing Solution for NYC’s Aging Population

By Candace Dellacona, Esq. | January 31, 2024
Read More

Five Biggest Mistakes of Estate Planning

By Thomas Repczynski, Esq. | January 29, 2024
Read More

Lost in Translation: Blunders in International Estate Planning

By Diane Roskies | January 17, 2024
Read More

2024 Update – Federal Exemption and Exclusion Amounts

By Michael Joseck | January 4, 2024
Read More

Going Paperless: An Organizer’s Dream; An Estate Administrator’s Nightmare

By Maurice Offit, Esq. | January 2, 2024
Read More

The Estate Administration Checklist

By Maurice Offit, Esq. | December 27, 2023
Read More

Wealth with Wisdom: Leaving Educational Legacies in Your Estate Plan

By Candace Dellacona, Esq. | December 22, 2023
Read More

When to Review your Estate Plan: The 5 Ds

By Candace Dellacona, Esq. | December 18, 2023
Read More

Caught Between Generations: A Roadmap for the Challenges and Strategies of the Sandwich Generation

By Candace Dellacona, Esq. | December 5, 2023
Read More

23 and Me (and who?) and your Estate Plan

By Candace Dellacona, Esq. | November 27, 2023
Read More

Holiday Harmony (or Hubbub): Disinheriting with Finesse

By Candace Dellacona, Esq. | November 17, 2023
Read More

Discretionary Trust Distributions – When “Because I said so!” May Be Legally Sufficient

By Thomas Repczynski, Esq. | November 13, 2023
Read More

Jury Duty (Part Three): From Voir Dire to Deliberations to . . .

By Thomas Repczynski, Esq. | November 7, 2023
Read More

A Gift from the IRS? A Holiday Miracle

By Candace Dellacona, Esq. | October 30, 2023
Read More

Jury Duty for Lawyers: Are You In or Out?

By Thomas Repczynski, Esq. | October 19, 2023
Read More