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Estate Planning
Begin Planning with Confidence
Preparing for the future is one of the most meaningful decisions you can make for your family. We’ll help you take that step thoughtfully by listening closely, understanding your goals, and creating a plan that reflects what matters most to you.
We provide a full range of estate planning services, including:
Wills and Trusts
The foundation of every estate plan, these documents outline your wishes for your children’s care and how your assets will be managed and distributed. We work closely with you to select the right tools to reflect your intentions and provide for your loved ones.
Tax-Sensitive Planning
With thoughtful structuring, more of your wealth can pass to the next generation. We develop strategies to minimize tax burdens and preserve assets while staying attentive to your family’s long-term goals.
Special Needs Planning
For families caring for a loved one with special needs, we create supplemental needs trusts and related tools that preserve eligibility for government benefits while ensuring ongoing support and quality of life.
Long-Term Care and Medicaid Planning
Planning ahead for the possibility of long-term care is essential to safeguarding family resources. We guide individuals and families in protecting assets, meeting Medicaid eligibility requirements, and preparing or submitting applications when the time comes.
Probate and Estate Administration
After a loved one’s passing, we assist executors, administrators, and families in navigating the probate process. We handle court filings, manage creditor claims, and oversee distribution of assets, ensuring estates are settled efficiently.
Trust and Estate Disputes
When conflicts arise, we provide careful, experienced advocacy to resolve disputes and ensure your loved one’s wishes are respected. We represent heirs, beneficiaries, trustees, and fiduciaries in matters such as will contests, trust disputes, and breach of fiduciary duty claims.
Halachic Wills
We prepare wills and related estate planning documents that comply with both civil law and Jewish law. Our approach includes options that help prevent conflicts between secular and halachic requirements
Business Succession Planning
We help business owners plan for the future by developing strategies to ensure a smooth transition of ownership and management. Whether passing a business to the next generation or preparing for an eventual sale, we work to protect both the company and your broader estate planning goals.
Your Next Step
Estate planning begins with a conversation. In your initial consultation, we’ll listen closely, learn about your family and goals, and outline a strategy tailored to your needs.
Let’s discuss your estate planning goals and create a personalized plan
Overview
Information
Office
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1019 Broadway, Suite 209
Woodmere, New York 11598 - (516) 619-6534
- info@lowensteinlegal.com
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