Trusts & Estates

Rosedale Queens Attorney Elder Law  Estates Probate  Guardianship  Medicaid  Trusts  Special Needs  Real Estate  Estate Litigation Planning
 







We explain all your options clearly so you can decide which solutions fit your needs best










 
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We can advise and represent you in Trust or Estate matters, including probating Wills, administering Estates, setting up Trusts, or planning for the future with a view towards making sure your wishes are carried out and saving you money.  We can also help you if you are an Executor, Trustee, Administrator, or other fiduciary, too.  Our guidance through the complexities of these fields will give you and your family peace of mind.

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Whether you need a last will and testament, trust, living will, healthcare proxy, durable power of attorney, or other kind of estate planning tool, our philosophy is to explain all your options clearly so you can decide which solutions fit your needs best.  With a little help from your friends at The Law Office of Jim D. Sarlis, your assets can be protected, your care can  be assured, and medical and end-of-life decisions can be made with dignity for all involved.

Wills, Trusts and Estates:  If you don't have an estate plan in place, it's likely your state government will determine how to distribute your assets after your death.  That's why it is important to have a plan that clearly details how your estate will be protected during your lifetime and allocated upon your death.  This is particularly true in the case of second marriages or blended families.  The Law Office of Jim D. Sarlis provides the guidance you need so that your wishes can be carried out, your loved ones can be protected, and your family may even save taxes and avoid lengthy and costly probate and other legal proceedings.

Estate Planning:  Sound estate planning provides you with several options that promote growth and protection.  A properly drafted estate plan can reduce estate taxes, and distribute your assets according to your wishes, without much of the worry, cost and delay that often results from not having a plan in place.  This could include making provisions for who would take care of your minor children in case you and your spouse were no longer able to, to creating a succession plan for your business, to making sure special needs relatives are cared for after you're gone.

We encourage you to let us review your current plan.  We'll provide an assessment of your current and future needs.  Upon your request, we can recommend the best methods and tools for achieving your goals.  We also provide legal assistance to trustees and estate administrators and executors.

Advance Directives: Powers of Attorney, Living Wills, and Health Care Proxies:  Creating documents that detail you end-of-life decisions is a loving example of how much you love your family. We are compassionate  and mindful of the sensitive nature of these concerns, and can provide legal assistance during the drafting of these documents to help you provide your loved ones with a clear expression of your wishes, as well as the authority to carry them out.

Litigation, Contested Probate:  We are experienced in all forms of trust and estate litigation, including contested probates and will contests, trust litigation, contested accountings, and special proceedings, from inception, to trial, and even appeal.  Our extensive litigation experience also helps you avoid litigation, as well.  By knowing what could come up and what to avoid, we have a better perspective when drafting documents or guiding you to better choices.  This can put you in a stronger position and help you steer clear of potential problems.

Jim D. Sarlis, Esq. has been a guest lecturer at New York Law School on the subject of Will drafting.  He is also the author of articles on Wills, Trusts, Estates, and related topics.  For additional information, check out our Articles & Bulletins, Blog, and Videos sections.  For an article on Special Needs Trusts, click HERE.  To view a three part video series explaining Trusts, as well as Estate Planning and Gift Tax, click HERE.   In our Definitions section, we explain commonly used terms.