TRUSTS & ESTATES:
PLANNING AND ADMINISTRATION

A sound estate plan ensures the security of your assets and brings peace of mind to you and your loved ones. Wade Goldstein’s estate attorneys work with individuals, families, business owners, and professionals from all backgrounds to craft a plan that preserves assets and makes the most of them for the future. Our attorneys will meet with you to offer an analysis of the appropriate estate plan, whether that involves the preparation of relatively simple wills and powers of attorney, or more complex arrangements. Our analysis considers possible federal estate, gift and generation-skipping tax liability. Our attorneys will assist in the preparation of, as appropriate, marital and by-pass trusts, annual and other gifts, life-time trusts, charitable trusts and the like.

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Wade Goldstein’s estate attorneys also assist in the administration of decedent’s estates - the “probate” process - from initial probate to filing of the appropriate inheritance tax returns, federal estate tax returns, fiduciary income tax returns and fiduciary accountings.

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​While we have significant experience advising physicians and healthcare professionals, our estate planning services are designed for anyone seeking to protect their assets and provide for their loved ones.

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Representative Services:

• Drafting wills, powers of attorney and healthcare directives

• Creating marital, by-pass, charitable and life-time trusts

• Providing estate tax, gift tax and generation-skipping tax analysis

• Managing the probate process and estate administration

• Preparing inheritance, federal estate and fiduciary income tax returns