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Garfunkel Wild, P.C.
Garfunkel Wild, P.C.

Trusts, Estates and Private Client Services

Overview
More than ever, families are concerned with protecting and preserving assets and ensuring orderly administration of their affairs in the event of their death or incapacity. Garfunkel Wild’s Trusts, Estates and Private Client Services Practice Group helps clients develop and implement effective estate planning strategies that preserve family wealth and legacies.  We advise on all matters related to estate planning, gift planning, estate and trust administration, and related tax matters.  From the simple to the complex, we draft wills, revocable and irrevocable trusts, advance directives, family agreements, and business succession plans, and have assisted countless families with estate tax planning and maximizing the wealth passing to the next generation by minimizing estate and gift taxes.  In estate and trust administration, we provide executors, trustees, and beneficiaries with tailored guidance for navigating their rights, responsibilities, and family dynamics. 
 
We assist our clients with the following:
 
  • Preparation of wills and advance directives such as powers of attorney, health care proxies, living wills, and directives concerning disposition of remains
  • Preparation of revocable and irrevocable trusts, including but not limited to Insurance Trusts, Spousal Lifetime Access Trusts, Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Asset Protection Trusts, and Medicaid Qualifying Trusts
  • Probate, Estate Administration, Trust Administration, and Trust and Estate Accountings
  • Representation in Surrogate’s Court proceedings
  • Proper asset structuring to take advantage of tax saving opportunities
  • Retirement plans, distribution calculations, and beneficiary designations
  • Preservation of family assets through generational planning (“generation-skipping”)
  • Gift planning techniques, estate tax and gift tax issues
  • Practice and business succession issues
  • Family limited partnerships/limited liability companies
  • Charitable giving techniques, including charitable trusts and creation of private foundations

Garfunkel Wild’s Trusts,  Estates and Private Client Services team customizes each estate plan to fit clients’ needs based on their own finances, family situation, and personal circumstances. We pride ourselves on staying current with the latest developments in estate, trust, and tax laws, and addressing each client’s personal needs and objectives with sensitivity and expertise.