Estate Planning

Life can be very challenging at times, however, failure to plan can be catastrophic. Oberman Law Firm provides practical advice on matters such as estate planning, Wills, Estates, Trusts, charitable giving, formation of tax-exempt organizations, estate administration, and probate. Estate planning needs to be handled delicately and professionally.

Expert estate planning is vital to ensure the orderly transfer of wealth from one generation to the next while minimizing tax liabilities to the beneficiaries. Our estate planning practice areas include:

  • Prepare Wills and Trusts
  • Living Trusts and Revocable Trusts
  • Marital Deduction Trusts
  • Generation-Skipping Trusts
  • Life Insurance Trusts
  • Trusts for Minors
  • Special Needs Trusts
  • Personal Residence Trusts

Prepare Agency Documents

  • Durable Power of Attorney
  • Advance Health Care Medical Directives
  • HIPAA Power of Attorney

Prepare Charitable Gift Documents

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Gift Annuity Agreements
  • Private Foundation Documents

Address Related Issues

  • Techniques for minimizing estate, gift, generation-skipping and income taxes
  • Creation of limited partnerships, limited liability companies and other entities
  • Optimal retirement plan and IRA elections and beneficiary designations
  • Life insurance planning
  • Appropriate titling of assets

The complex and technical nature of the transfer of assets and the tax implications involved are challenging to those individuals charged with the responsibilities of administering estates and trusts. We are experienced in guiding and supporting executors and trustees, both individual and corporate, through the administrations process. The firm offers services in:

Preparing court filings

  • Will probates and fiduciary qualification
  • Notices of Probate
  • Inventories
  • Accountings
  • Debts and demands proceedings
  • Disclaimers

Trusts & Estate Litigation

  • Suits for aid and guidance in interpreting a will or trust
  • Suits involving allegations of breach of fiduciary duty
  • Suits involving testamentary capacity, fraud and/or duress
  • Suits involving conversion of trust assets