ESTATE PLANNING BASIC
Will/Last Will and Testament
Living Will
Health Care Proxy
Appointment of someone to control remains
Desires regarding funeral
Power of attorney
ESTATE PLANNING ADVANCE
Irrevocable Trust
Revocable Trust
QRPT Trust
Medicaid Trust
Special Needs Trust​​
PROBATE
Petition with Surrogates Court
Citation
Waivers from necessary parties
Prepare other miscellaneous affidavits and related documents
Appointment of an executor
ADMINISTRATION
REAL ESTATE
Sale and purchase of residential and commercial property
Sale and purchase of condominium
Sale and purchase of coop property
Lease and transfer
Loan modification
Short sale
Foreclosure defense
PURCHASE, SALE, LEASE OF BUSINESS
Valuation and preparation:
Find potential buyers
Negotiate terms
Due diligence and closing
Draft and review commercial and residential leases
ASSET PRESERVATION
Protect assets from creditors and legal claims
Preserve government benefit eligibility
Minimize tax and probate exposure
Safeguard wealth through trust planning
Transfer assets to loved ones with maximum value
