Estates and Trusts
Marcus & Shapira has a long and respected tradition in the area of estate planning and administration. We draft wills and innumerable forms of lifetime transfers, custom tailored to the needs of the individual, including family limited partnerships, generation-skipping trusts and grantor-retained-interest and charitable-interest trusts.
The attorneys at Marcus & Shapira are actively engaged in continually updating themselves on the current rules and practices of the Internal Revenue Service regarding gifts, estates and pensions so as to offer our clients the most up-to-date, fully informed services.
Just as important as the technical aspects of wealth transfer and planning, however, are the particular needs of the individual. Our attorneys are experienced in the areas of elder-care planning, including Medicare and Medicaid eligibility, in home care, competency issues and the needs and responsibilities of care-givers.
Marcus & Shapira also offers full services of estate and trust administration for both large and small estates, from the initial opening of the estate to federal estate and state-inheritance-tax compliance to the final audit.
Marcus & Shapira's vast litigation experience dove-tails with our expertise in trusts and estates to offer the fullest, best-informed representation when the trust or estate involves private or tax claims and litigation.
The firm has successfully represented clients challenging and breaking the terms of a trust which had ceased to serve its intended purpose, and defended the rights and interests of the elderly in transferring their property.
Our Estates and Trusts attorneys are available to assist with your planning and/or litigation needs. Please feel free to contact us for any additional information you require.