Trusts & Estates
Cohen Seglias’ Trusts & Estates Group creates innovative estate planning solutions for our clients. Our attorneys understand that different asset types, family situations, and objectives require different planning techniques, and we work with each client to create tailored plans and planning documents to help them achieve their goals. Our priorities are to ensure that the needs of our clients and their families are met, to protect privacy, to reduce income, estate, and other taxes, and to provide for creditor and other asset protection.
Our focus on an original approach to each planning situation includes creating revocable trusts, irrevocable trusts, life insurance trusts, wills, charitable trusts and gifts, private annuity plans, qualified residence trusts, and family limited partnerships. Our practice also frequently involves structuring asset ownership, life insurance, and retirement plans to creatively achieve optimal income and estate tax savings.
At Cohen Seglias, our work is not done once planning documents are drafted. In addition to ensuring that all documents are properly completed and filed, our team of experienced estate attorneys monitor developments and regularly correspond with our clients to ensure their plans remain valuable and current.
Trust and Estate Administration
Our attorneys help clients navigate the difficult and often emotional probate process. We understand the importance of prompt and timely action and strive to help our clients secure their assets as quickly as possible. Our Group regularly assists individuals serving as trustees and executors, and we prepare and file all necessary documents, including federal and state death and income tax returns. We also have experience representing banks and trust companies in these matters.
Personal Wealth Preservation
Our wealth preservation attorneys create sophisticated estate planning documents for clients of all ages and asset levels, including:
- Trusts and Wills
- Financial Powers of Attorney
- Health Care Directives and Living Wills
- Irrevocable Life Insurance Trusts
- Grantor Retained Annuity Trusts
- Qualified Personal Residence Trusts
- Generation-Skipping Trusts and Charitable Trusts
- Special and Supplemental Needs Trusts
- Guardianships
We also counsel clients on best practices for IRAs and qualified and non-qualified retirement accounts, including the designation of beneficiaries. Our attorneys have experience advising and creating charitable organizations, including obtaining 501c3 designations and representing clients in the disposition of court awards and litigation settlements.
Related Capabilities
News and Publications
Capabilities
