Trusts & Estates
Navigating the complexities of estate planning and preservation, Roach, Lennon & Brown ensures your legacy is safeguarded both in life and for generations to come. Our Trusts and Estates practice offers an encompassing approach, spanning from the architecture of tailored estate strategies to their careful execution and administration.
For high-net-worth individuals, our expertise extends to the sculpting of robust strategies, methodically designed to protect assets and curtail estate and gift tax ramifications.
Understanding the delicate challenges of family-run enterprises, we synergize with them to not only ensure personal retirement visions and intergenerational asset conveyance but also seamlessly weave in corporate considerations when transitioning businesses within the familial fold. A hallmark of our expertise lies in crafting these strategies whilst minimizing fiscal implications, fortifying business legacies through astute succession planning. Our track record proudly reflects a history of staunchly defending such strategies against the scrutiny of the Internal Revenue Service.
Navigating the complexities of estate administration requires a delicate balance of legal wisdom and empathetic counsel. At Roach, Lennon & Brown, we excel in both. We provide comprehensive services in estate administration, ensuring that the final wishes of the deceased are honored and with the utmost respect. Our attorneys are adept at representing estates in probate proceedings, safeguarding the proper distribution of assets in adherence to testamentary directives. In instances where no will is present, our expertise extends to guiding estates through intestate proceedings, ensuring assets are allocated according to state laws and that beneficiaries' rights are diligently protected. In every endeavor, we blend our legal prowess with compassionate understanding, offering solace and clarity during emotionally challenging times.
Beyond the realm of planning and administration, our proficiency encompasses estate and trust-related litigation. This includes deft handling of will disputes, trust agreements, accountings, and instances of fiduciary duty breaches.
Our Trust and Estates offering, rendered with precision and care, includes:
- Estate Planning: Crafting and refining Wills, Health Care Proxies, and Powers of Attorney.
- Estate Administration: Probate, Intestate, and Ancillary Proceedings
- Family Business Continuity: Business Succession, Retirement Prospects, and Intergenerational Asset Transfers.
- Asset Protection: Special Needs Trusts, Medicaid Trusts, and Elder Law Planning.
- Guardianship & Guidance: Offering Fiduciary Services, Estate & Gift Tax Advisory.
- Taxation: Preparation of Estate Tax, Gift Tax, and dedicated Fiduciary Income Tax Returns for Estates and Trusts.
- Advocacy & Litigation: Robust representation in Surrogate Court proceedings, will contests, and trust litigations.