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Rochester, New York 14614

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Trusts & Estates

Putting together a well thought out plan should be a positive and empowering experience. It is one of the most important ways one can protect and provide for those we love, minimize tax burdens, and express our core values in the legacies we leave. New York estate planning attorneys, Jason Livingston and Mackenzie Kellermeyer, believe that their first and most important job is to listen carefully to the client. Only then do they make recommendations and prepare documents tailored to the specific goals, needs, challenges and values of each client, couple and family. We provide a full spectrum of Trusts & Estates legal services, including:

 

 

 

  • Estate Planning

  • Lifetime Planning

  • Settlement of Estates

  • Last Wills and Testaments

  • Living Wills and Health Care Proxies

  • Business Succession Planning (estate, gift-tax, liquidity, and life insurance planning)

  • Key Employee Estate & Death Contingency Planning

  • Life Insurance, Medicaid, and Supplemental Needs Trusts

  • Estate & Trust Administration

  • Charitable Gift Planning & Administration

  • Revocable & Irrevocable Trusts

  • Long-Term Care Planning

  • Credit Shelter & Marital Deduction Trusts

  • Guardianships

  • Powers of Attorney

  • Estate Tax Planning Wills

  • Pet Trusts

  • Elder Law and Medicaid Planning

  • Probate of Wills

  • Trust, State, and Fiduciary Litigation

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