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Estate Planning

Trust and estate planning and administration is a delicate process that encompasses addressing the assets accumulated during one’s lifetime and the desire to leave a legacy for one’s loved ones. The effectiveness of SSE&C attorneys practicing in this area is due in large part to a strong tax orientation. The careful planning that is critical in light of the ever-changing gift, estate and income tax laws requires the expertise of experienced, tax-oriented attorneys. We have particular expertise in assisting family business clients in their business succession planning.

SSE&C’s clients range from individuals with modest assets to corporate executives. We review and draft all documents necessary to implement a well-designed estate plan, including:

  • Wills
  • Revocable trusts
  • Irrevocable trusts (i.e. Life Insurance trusts; Personal/Residence trusts; Charitable trusts, etc.)
  • Special Needs trusts
  • Powers of attorney
  • Advance medical directives (Living wills)

We apply extensive knowledge of tax laws and regulations to our estate planning practice, helping to ensure that assets transfer with minimal estate and inheritance tax burdens. Our attorneys work closely with our clients’ accountants, insurance agents and wealth managers to maximize our clients’ goals and ensure that all efforts are firmly coordinated.

Whether in estate planning or estate administration, our attorneys provide the personal attention that is desired by our clients in connection with these most sensitive subjects. We design and help implement personalized plans that address the specific needs and circumstances of our clients, such as second marriages, single parents, spendthrift children, alternative life styles and children with disabilities. After thoughtful discussion with our clients, our attorneys craft effective last wills and testaments, codicils, durable powers of attorney, living wills and health care powers of attorney.

Minimizing the tax impact on surviving family members and loved ones is critical in developing and implementing an estate plan; however, our attorneys are also keenly aware of the necessity to maximize the overall objectives of our clients.

SSE&C estate planning and estate administration attorneys have extensive experience representing families, friends, life partners, and executors and administrators in probate and estate administration matters. We are proficient in probating wills and administering estates throughout New Jersey and New York.

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