Estate Planning

The firm assists with estate and financial planning tailored to particular family needs and goals. We draft documents including:

  • Wills
  • 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.

Estate Planning Questionnaire Estate Planning Links

Why You Need a Will. 

An estimated 60 percent of Americans die without a will.  For an amusing, and sobering, introduction to the problems even celebrities have gotten into by reason of incompetent estate planning, or no estate planning at all, read What Dead Celebrities Can Teach Us About Estate Planning