Legal Tools and Planning Resources
Our practice is built on providing clients with clarity, security, and peace of mind. To achieve this, we rely on a comprehensive set of legal tools and planning resources designed to protect your assets, safeguard your wishes, and support your family’s future in Tuxedo Park, Monroe, NY, and the surrounding areas. Each document and strategy plays a unique role in creating a personalized plan that fits your specific needs—whether it’s preparing for retirement, managing a business, or ensuring loved ones are cared for.
Trusts for Every Need
- Revocable Trusts
- Irrevocable Trusts
- Joint Trusts
- Retirement Benefits Trust
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Wholly Charitable Trusts
Healthcare and Personal Decision-Making
- Durable Power of Attorney & Other Delegation Documents
- Health Care Directive
- Living Will
- Remains Agent Form
- Standby Guardian Form
- Power of Attorney for Education
Business and Financial Planning
- Business Planning Consulting
- Family Limited Partnership Agreements
- Assignment of Limited Liability Company Interest
- Limited Liability Company Agreement
- Buy-Sell Agreements
- Marital Agreements
- Spousal Agreement and Consent
- Community Property Agreement
Elder Law & Special Needs
- Elder Law and Special Needs Planning
- Asset Protection Planning Documents
- Medicaid Application Companion Documents
- Veteran’s Benefits Administration Verification Documents