Estate and Tax Planning For Individuals and Probate Matters

Estate and Tax Planning For Individuals and Probate Matters

Estate and Tax Planning Attorneys Serving New York’s Hudson Valley Region, New York City and Connecticut

Wills, Trusts and Estates; Fiduciary Tax Planning and Administration

Whether a client is interested in drafting a Last Will and Testament or wishes to engage in more sophisticated estate planning, Dolgetta Law, PLLC can handle a client’s specific needs and will provide premier legal counsel and individualized assistance. In cnnection with preparing a client’s estate planning documents, Dolgetta Law, PLLC actively collaborates with accountants, financial advisors and other professionals assisting the client in order to implement the client’s estate planning objectives.

The firm assists clients in connection with the preparation and establishment of a broad spectrum of sophisticated estate planning strategies, including:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Medicaid Irrevocable Income Only Trusts
  • Supplemental Needs Trusts / Special Needs Trusts
  • Life Insurance Trusts
  • Family Limited Liability Companies/Family Limited Partnerships
  • Charitable Lead or Remainder Trusts
  • Grantor Retained Annuity Trusts

The Firm also represents clients in Probate and Surrogate’s Court matters. The Firm prepares probate and administration petitions in connection with a Decedent’s estate. The Firm also assists Fiduciaries in connection with the administration of estates and trusts. Such services include preparation of Estate and Gift Tax Returns, the preparation of Fiduciary Income Tax Returns and the preparation of Fiduciary Accountings.

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