Trusts and Estates

Moses & Singer's Trusts and Estates group provides a full range of tax and estate planning services to corporate executives, entrepreneurs, and other high-net-worth individuals. We are dedicated to providing the highest level of personal service in the traditional areas of will and trust drafting and estate administration.  For family and closely-held businesses, our attorneys excel in the latest techniques to effectively plan for business succession while minimizing taxes to the greatest extent possible. Our lawyers integrate the client’s personal objectives and wealth preservation goals into the estate planning process at every step of the transaction.

The firm meets its clients' objectives with precision, providing inventive solutions through the organization of limited liability entities and the creation of trusts.

Estate Planning to Meet Your Financial and Personal Goals

Clients are given sophisticated advice based on our attorneys’ comprehensive knowledge of complex federal and state estate tax laws and gift tax laws. This allows us to counsel clients on the most tax efficient manner in which to execute their intentions, while preserving their ultimate family goals.

The firm's estate planning services range from basic tools to complicated techniques such as:

  • Revocable or "living" trusts which offers the client confidentiality and continuity of asset management.
  • Irrevocable life insurance trust to reduce the size of the insured's estate.
  • Qualified personal residence trust to transfer a personal residence to heirs at reduced tax rates.
  • Grantor retained annuity trusts and sales to grantor trusts, in conjunction with family limited partnerships and limited liability companies, to transfer appreciation to younger generations at reduced gift and estate tax rates.

Advising on Advantageous Tax Treatments

As our clients expand their investments into the global arena, multi-jurisdictional planning takes on greater importance. Non-resident clients investing in U.S. situs property must adhere to certain rules to avoid U.S. tax implications. Our attorneys have the experience required to advise and assist clients in structuring such investments in a tax advantageous manner.

For clients who wish to advance their philanthropic activities, our firm assists in creating tax qualified charitable trusts and private foundations.

With respect to wills, we offer all traditional services associated with drafting key documents. In addition to the will itself we provide Powers of Attorney, Health Care Proxies and Living Wills.

Providing Estate and Trust Administration for Significant Legacies

Moses & Singer has a long history representing and advising executors of substantial estates. The firm's attorneys handle all stages of estate administration including:

  • Probate of the will
  • Collection of assets
  • Preparation of the federal and state estate tax returns
  • Representation of the estate in tax audits
  • Compilation of the executor's accounting and attendant releases
  • Preparation of the fiduciary income tax returns
  • Distribution of the estate assets to the beneficiaries.

At every stage of the estate administration process, we are attuned to all available tax planning opportunities to further our clients' interests.

A Team Approach to Estate and Trust Administration

Our firm also works closely with financial professionals to ensure effective and trustworthy oversight of assets.  For example we work closely with banks to establish fiduciary bank accounts and with accountants to produce estate and gift tax returns. We promote a team approach in working with executors, trustees and investment professionals at all phases of the estate’s administration.

In addition, the firm has successfully represented clients in various types of estate litigation and complex Surrogate's Court proceedings including contested wills, will constructions, reformation proceedings and contested accountings.

Please also see our Asset Protection description.

For more information please email us at trustsinfo@mosessinger.com

Prior results do not guarantee a similar outcome.

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