Will/Trust
Drafting
A detailed series of interviews with the client is necessary to ensure that proper care is given to achieving the goals of the client's will and/or trust instrument. Our Firm, having
the knowledge and
experience in such
matters, will conduct
whatever interviews
are necessary and
will guide and advise
our clients through
the many sensitive
issues involved.
Estate
Planning
In
order to advise
a client as to his/her ability to retire
and/or acquire certain
assets, an estate
plan is necessary.
Such a plan calls
for the analysis
of his/her present assets
and liabilities,
as well as his/her cash
flow needs. Similarly,
if one is looking
to finance any of
his family’s
ventures, an analysis
is required. Our
Firm will help its
clients analyze
his/her abilities
to achieve his/her
goals in a comprehensive
fashion. This plan
will not only include
the financial projections
necessary, but will
include the long-term
instruments necessary
to effectuate such
a plan. These instruments
may include inter
vivos trusts
(revocable and irrevocable),
testamentary trusts,
wills, family partnerships,
etc. Stern & Stern
can also serve as
either Trustee to
your trust or Executor
to your will.
Probate
and Administration
After
the death of a relative
and/or friend, the
executor/administrator
must apply for permission
from the Surrogate’s/Probate
Court to settle
and distribute the
estate. This is
an extremely difficult
task in extremely
trying times. Our
firm will help our
clients through
this difficult period
and process with
the utmost of care
and sensitivity.
This process requires
a review of the
decedent’s
assets as well as
a review of the
will or other testamentary
instrument if present.
In the absence of
such an instrument,
our Firm will apply
to the Surrogate’s/Probate
Court for the appointment
of an administrator
to administer the
assets of the estate.
We will work with
the client through
the final distribution
of assets. Oftentimes Surrogate's/Probate Court requires a final "judicial accounting". Our firm
is able to prepare
this as well. |
• Business Organization
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Governance
• Merger & Acquisition
• Negotiations
• Leasing/Financing
• Commercial
• Residential
• Leases
• Will/Trust Drafting
• Estate Planning
• Probate and Administration
• Tax Planning
• Corporate/Partnership/Individual
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