Pasternak & Fidis has cultivated strong relationships with other professionals. We work regularly with our clients’ accountants, insurance agents, appraisers, financial planners and investment advisors. This coordinated, comprehensive approach makes our estate planning even more effective.
Our services include:
- Preparing wills and trusts that incorporate specific estate planning needs, including generation-skipping trusts, special needs trusts, charitable trusts, marital trusts and asset protection trusts
- Advice on selecting appropriate fiduciaries, including personal representatives, trustees and guardians
- Comprehensive guidance on designating beneficiaries of life insurance policies and retirement accounts
- Business succession planning, including setting up the business structure during one’s lifetime and preparing for the disposition of the business at death
- Charitable gift planning, including charitable lead trusts, charitable remainder trusts, private foundations and other transfers to charity
- International estate planning for resident aliens and U.S. citizens with non-citizen spouses or foreign property
- Asset protection planning, including advice about titling assets, designing trusts to protect assets from creditors and implementing other transactions designed to preserve the family’s wealth
- Planning for potential incapacity through the use of powers of attorney, standby guardians for minor children, and advance health care directives
- Assisting clients with the transfer of vacation homes from one generation to the next, in ways that are tax-efficient and designed to promote family harmony
- Working with our divorce and family law attorneys to provide comprehensive premarital planning as well as post-nuptial and domestic partnership agreements for opposite sex and same-sex couples
OLD PEA:
When the time comes, our experienced attorneys and paralegals can handle all aspects of estate administration, no matter how large or complex that estate may be.
We guide the process every step of the way: gathering and valuing assets, preparing estate tax returns, and distributing the estate and/or trust to the beneficiaries.
If a family conflict should arise, or a will is contested, our estate department can call on our seasoned trial attorneys to resolve any issues, or go to litigation if necessary. If the estate tax return is audited, we will work with the IRS to solve the matter, or go to court if the situation requires it.
Our highly trained staff takes advantage of the latest technology to prepare documents and monitor deadlines, always producing the highest quality work for our clients.