Estate Planning & Administration
Astor Weiss Kaplan & Mandel’s Estate Planning and Administrative department is a leader in the field of Estate Planning and Administration. The firm represents people from all social and economic backgrounds and prides itself in its personalized attention given to its clients. The firm is able to provide its clients with many services including:
- Lifetime personal and tax planning surrounding the transmission of wealth from one generation to another.
- Preparation of those documents which accomplish both the lifetime planning and the planning at death.
- Wills and codicils.
- Trusts which house life insurance and/or other assets, as well as specialty trusts including qualified personal residence trust and grantor retained annuity trusts.
- We advise our clients how to deal with their assets located outside of the United States and how to provide for their spouse if not a citizen or a registered alien.
- Special needs trust for beneficiaries with special requirements.
- Dynasty trusts.
- Other trusts designed to meet specific objectives.
- The department represents executors from the moment of death through the approval of any and all death tax returns and the delivery of assets to the beneficiaries.
- The department represents trustees from the inception of the trusts, adhering to the term of the trusts in all contexts.
- In conjunction with the Litigation department, we will coordinate all actions in the Orphans’ Court which respond to issues concerning probate and trust law, representing those with special needs and others to whom the Orphans’ Court extends jurisdiction.
- We work with our business attorneys to negotiate and implement family succession planning.