80 maiden lane  |  suite 1502
new york, ny 10038
tel: 212.430.6040
info@wassruss.com
estate planning, wills & trusts

Estate Planning
Surrogate's Court Proceedings:
The estate and trust attorneys at Wasser & Russ, LLP counsel individuals with substantial net worth in the development of flexible and comprehensive estate plans.

The estate lawyers at Wasser & Russ, LLP vigorously pursue their clients' goals to:
  • Maximize estate tax savings;
  • Ensure the distribution of assets according to the wishes of the
    decedent; and
  • Work efficiently to effectuate intergenerational transfers of wealth.

Laws change constantly and the trust and estate attorneys at Wasser & Russ, LLP utilize the latest planning techniques to serve the business, family and financial planning needs of their clients. Firm lawyers prepare:

Life Insurance Trusts | Qualified Personal Residence Trusts
Grantor-Retained Annuity Trusts | Grantor Trusts
Family Limited Partnerships | Intra-Family Sales | Wills | Life Estates
Powers Of Attorney | Health Care Proxies | Living Wills

The trust and estate attorneys at Wasser & Russ, LLP advise New York clients in other areas of probate and estate law such as:
  • Probate & Estate Administration - Firm attorneys counsel family members on the submission of Wills for probate and related Surrogate's Court proceedings, implementing the decedent's estate plan, including post-mortem planning and marshalling, liquidating and distributing estate assets.
  • Contested Surrogate's Court Proceedings - The firm's estate litigation attorneys are well versed in Surrogate's Court proceedings involving disputed Wills, accounting proceedings, gift contests, discovery and turn-over proceedings, and heirship proceedings. Their cost-effective approach has saved their clients thousands of dollars in genealogical and missing person searches.
  • Employment & Retirement Benefits - Firm lawyers counsel business and individual clients on the distribution of qualified and non-qualified employee benefits and IRA's.

The lawyers at Wasser & Russ, LLP, take pride in their ability to understand a client's planning concerns and on their aggressive ability, when warranted, to vigorously pursue a client's legal rights in Surrogate's Court litigation.
Contact the estate planning attorneys at Wasser & Russ, LLP today to develop an estate plan to fit your needs or to discuss any Surrogate's Court proceedings in which you may have an interest. Located in the heart of Manhattan's financial district near Wall Street the law firm of Wasser & Russ, LLP provides quality business legal services to clients from New York City, including Brooklyn, the Bronx, Queens and Manhattan and surrounding areas including Long Island (Nassau and Suffolk), Westchester, Putnam and Rockland Counties.
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