Wills & Trusts
Because every client’s needs are different, we employ a full range of options – from trusts to wills and strategic lifetime gifting – to ensure that your money goes to the people closest to you.
Rosenthal Meyer is able to develop plans so that clients can minimize their estate tax liabilities, or to protect the assets from creditors and Medicaid if long-term care is needed.
We develop needs-based plans, which ensure that your family has the money that they need accessible to them – by working with trusts and other estate planning devices, such as 529 plans, we help our clients provide for their families no matter what happens.
We assist our clients with a wide range of planning needs including:
We work with clients in Florida and New York, as well as individuals who are maintaining multiple residences. As part of our planning, we advise our clients with regards to tax and other issues related to selecting and maintaining a primary residence state. We also prepare all of the documents that you will need to prepare for and to manage living in two different states.
Rosenthal Meyer’s Estate Planning Attorneys bring comprehensive capabilities to the spectrum of services that fall into the realm of client estate planning.
Our attorneys manage the estate and business planning needs of all clients, including individuals, family members, groups, business owners, and senior executives.
High net-worth clients come to us for trusted, reliable management of matters pertaining to taxation, giving, and estates.
We are knowledgeable in tax law, keeping abreast of changes and responding promptly when changes impact our clients’ estates.
- Rosenthal Meyer‘s estate planning attorneys counsel in tax planning and giving.
- We counsel clients in minimizing gift and estate taxes, income taxes, and generation-skipping transfer tax.
- We instruct clients on annual exclusions that maximize lifetime giving opportunities.
Clients undergoing life changes also come to our attorneys for management of estate-planning needs. Life changes include marital status, the birth of a child, a change in state of residence, change in value or character of assets, change in intended beneficiary, death of a beneficiary, the death of a guardian, or a change in the laws affecting estate taxes.
Those of our clients who form and operate charitable remainder trusts, charitable lead trusts, donor advised funds and private foundations depend on us for guidance and counsel in optimizing and leveraging these charitable giving vehicles.
Our Estate Planning attorneys guide individuals and families in passing assets to the next generation, ensuring that maximum amounts are received by the intended beneficiaries.
Wills, Trusts, Living Wills and Estate Asset Protection
We provide counsel in asset protection, succession planning, wills, trusts, multi-generational planning, and estate and trust administration.
Our knowledge of trusts enables us to advise clients regarding when trusts are effective, particularly in avoiding taxes, probate, creditor claims, and other claims.
We serve as executors and trustees, providing legal advice and handling all aspects of estate and trust administration.
For the elderly, we provide counsel in the establishment of living wills, powers of attorney, and guardianships, as well as in setting up arrangements with life care communities and institutions.
Clients utilize our services in all aspects of retirement planning, including special needs planning such as long-term care.
Our attorneys work with executives of public and private companies in matters relating to employment benefits, stock options, rollovers, lump-sum payments, restricted stock, and other tax planning matters.
Rosenthal Meyer works with your financial advisors, accountants, and other advisors to ensure your plan works for all aspects of your life.