Personal, Family & Business Planning
The attorneys in Rivkin Radler’s Personal, Family & Business Planning Practice Group understand how important it is to create an estate plan, regardless of your age, income or marital status. Many factors that affect your family, business and finances must be considered. Our attorneys recognize that these issues are personal and need to be addressed with compassion and sensitivity. We help provide our clients with the peace of mind that comes from knowing that their future is safeguarded.
Our attorneys are committed to helping clients protect, preserve and pass on their wealth.
We represent clients in the preparation of a simple will or trust, the most complex estate planning and contested proceedings and everything in between. We take pride in developing strong and long-lasting relationships with our clients that extend over generations, providing:
- Diverse experience: Our attorneys have experience in representing individuals, business owners, fiduciaries, charitable organizations, families with special needs and those with elder care issues. We counsel clients on all aspects of their wealth accumulation, preservation and transfer-related concerns, including estate planning and administration and post-mortem tax planning; asset protection; business succession planning, including estate, gift and GST tax planning; contested probate and trust matters; tax controversies; state income tax residency controversies; audits; and issues relating to Medicaid and government benefits eligibility.
- Sophisticated knowledge: The members of our Personal, Family & Business Planning Practice Group bring a wealth of knowledge through accounting and tax backgrounds. Members of our team include a certified public accountant and a former chief clerk-referee at the Nassau County Surrogate’s Court. Our attorneys are adept at navigating the complex and ever-changing federal and state tax laws. We frequently lecture on the topics of estate, retirement and business planning.
- Customized solutions: Our attorneys work closely with clients to develop a customized plan that addresses their specific needs and goals while adapting those needs and goals to current state and federal regulations.
- Effective dispute resolution: When disputes about a trust or an estate arise, our attorneys have a proven track record of successfully resolving these disputes informally, saving our clients valuable time and money. When litigation proves unavoidable, our attorneys are highly successful in prosecuting and defending our clients’ interests both before the courts and in mediation.