The firm assists with estate and financial planning tailored to particular family needs and goals. We draft documents including:
- Powers of Attorney
- HIPAA Releases
- Health Care Proxies
- Testamentary Trusts
- Life Insurance Trusts
- Qualified Personal Residence Trusts
- Charitable Trusts
- Succession Planning for family and closely-held businesses
- Supplemental Needs Trusts
- Revocable Trusts
- Payment Options for Employment Benefits
- So-called ‘MOLST’ Orders (Medical Orders For Life-Sustaining Treatment). This is the notice commonly put on refrigerators for the elderly or infirm to avoid inadvertent provision of unwanted, life-extending treatment. It is closely-related to but not the same as the so-called DNR (Do Not Resuscitate Order) used in hospitals
It is our practice when doing basic estate planning to prepare, as an integrated package, wills, powers-of-attorney, health care proxies, and HIPAA releases.
We also advise regarding cost and availability of long-term care in Central New York, asset protection, and guardianships under Article 81 of the Mental Hygiene Law.
Our firm typically works in conjunction with a client’s other financial and planning professionals to maintain a coordinated and complete approach to the estate planning process. Charitable giving is often important to our clients’ estate plans. As a result, our attorneys are knowledgeable about charitable giving, including the creation of Charitable Remainder Trusts, Private Foundations and the use of Donor Directed Funds through local Community Foundations.