Advice for a lifetime. Keeping your business safe for the future. Preserving your legacy through succession. Protecting your family for generations. Estate and Trusts planning creates enduring legacies that last lifetimes. Whether through drafting Wills, succession planning or estate settlements, Underberg & Kessler has been providing a full range of estate and trust services since we were founded more than 80 years ago. We will assist you with a sensitivity and thoroughness that ensures that your estate planning goals and objectives are achieved.
Our Estates and Trusts Group has experience in private practice, in Corporate Trust Departments and the Estate and Gift Tax Bureau of the Internal Revenue Service. We represent corporate trust departments, individuals, families, businesses and charitable organizations. We assist in the administration and settlement of estates, trusts and guardianships. And we advise clients on charitable giving, Medicaid planning, business continuation, and life insurance.
Our Estates and Trusts services include:
- Drafting Of Wills And Trusts
- Administration Of Estates And Trusts
- General Estate Planning
- Tax Planning
- Business Succession Planning
- Retirement Planning
- Charitable Giving
- Medicaid Planning
- Elder Care Planning
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