- Estate planning, including wills, testamentary substitutes, revocable and irrevocable trusts, insurance trusts, qualified personal residence trusts, family limited partnerships, charitable remainder trusts; qualified domestic trusts, lifetime property transfers, transfer of closely held corporations, retirement plan distributions, beneficiary designation advice, method of holding title to principal residence and other assets, state residency issues, gift tax, estate tax and generation skipping transfer tax planning, powers of appointment, disclaimers and asset protection
- Estate administration, including probate proceedings in New York and other states, post-death financial and tax planning, right of election against a will, assistance to executors, record keeping, estate accountings, distribution of property and close-out of estates
- Estate litigation including will contests, judicial settlement of fiduciary accounts, and recovery of assets belonging to a decedent
- Trust administration including investment and tax planning, record keeping, and trust accountings
- Living wills and health care proxies
- Tax returns, including estate, gift and fiduciary income tax returns, IRS and New York State audits and appeals
