We provide legal and fiduciary services in connection with will, trust and probate matters. Our lawyers offer guidance and advice to individuals and families in the field of estate and tax planning with the objective to minimize taxes, protect assets, and comply with all relevant laws and regulations. At Wofsey, Rosen, we handle each case with sensitivity to our clients’ current and future needs because we know that every family is different and every situation unique.
Because the content of estate planning documents is vitally important to our clients and their families, we engage in extensive discussions to fully understand their individual family and financial situations, intentions and goals. We then draft wills and trust agreements that reflect each client’s objectives for distributing assets, caring for loved ones, supporting charitable causes and minimizing the tax implications during their lifetimes and to their estates after death.
Amending Estate Planning Documents and Estate Administration
We encourage clients to update their last wills and trust agreements periodically and after the occurrence of a significant financial or family event — such as a divorce, birth or death in the family or upon receiving an inheritance or litigation settlement.
After a client’s passing, we compassionately guide families and executors through the probate process. If a loved one did not have a will, we skillfully handle the often complex issues that accompany administration of intestate estates. Our lawyers advise beneficiaries on resolving disputes, often applying negotiation and mediation tactics to preserve family relations and reach timely and cost-effective outcomes.
Below are some of the practice areas in which we have the experience to serve you:
- Estate Planning and Guidance
- Drafting of Wills
- Drafting of Revocable and Irrevocable Trusts
- Trust and Estate Administration
- Preparation of Health Care Directives, including Living Wills
- Drafting of Special Needs Trusts
- Drafting Powers of Attorney
- Helping to Navigate the Probate Process
- Litigating in Probate Court
Experienced Wills, Trusts & Probate Attorneys in Stamford Serving Connecticut & New York
For more information about the services that Wofsey Rosen attorneys can provide in the field of trusts and estate planning and probate, please contact our firm today, or reach out to one of our attorneys below.