We are a boutique law firm serving clients in New Jersey and the New York metropolitan area.
Our practice is limited to estate planning (wills, trusts, etc.) for persons with assets ranging from the modest to the high net worth. We help you to handle a loved one’s estate (probate and administration) when the person passes away. We also work with owners of closely held businesses, advising them on their business legal needs, succession planning and estate planning holistically.
As part of our planning practice, we have a strong concentration in planning for individuals with special needs and mental illness, including preservation of needs-based government benefits, such as SSI and Medicaid, employing legal tools such as special needs trusts and ABLE accounts. We also represent families in guardianship proceedings where appropriate.
Our attorneys are frequent local and national lecturers in special needs/mental health/guardianship and estate planning, instructing both professionals such as attorneys and CPAs and families.