Trusts & Estates
High quality, cost-effective advice from New York trusts and estates attorneys serving the Tri-state area.
When working with our trusts and estates attorneys, you can expect practical, actionable solutions for complex tax and estate planning issues. Our aim is always to create an effective plan that meets your personal needs and goals. We are committed to providing cost-effective, high-quality, substantive counsel while treating each and every client with genuine warmth and consideration. We represent individuals, executors, trustees, administrators, foundation directors, guardians and attorneys-in-fact in New York City, Westchester County and several other counties in the State of New York and Connecticut.
- Construction of wills and trusts
- Tax planning for individuals, fiduciaries of trusts and estates and directors of private foundations
- Large residential and commercial real estate holdings, integrating the expertise of our real estate practice group
- Estate administration, including the collection, analysis, distribution and sale of probate assets, evaluation of creditor claims and the payment of debts, legacies, taxes and expenses
- Settlement of estates, including judicial and informal settlements, and voluntary and involuntary accounts
- Trust administration, including annual accountings, discretionary matters, the making and giving of loans to or from trust assets, trustee liability and creditor issues, and the appointment, resignation or removal of trustees and successor trustees
- Court proceedings regarding estates and trusts, including probate, the appointment of testamentary trustees and successor trustees, formal accountings, sale of specifically devised real property, payment of debts of decedent due an executor, and the judicial settlement of trusts and estates
- Management of assets through durable powers of attorney
- Health care decisions through living wills, appointing health care agents and making anatomical gifts
Estate Planning Services
Issues around estate planning and trusts are deeply personal. Cassin's consultative approach focuses on gaining an in-depth understanding of your particular situation, preferences, ambitions, and legacy — including wealth transfer planning, asset protection and business succession planning. Our attorneys thoughtfully construct and supervise the valid execution of all relevant documents that ensure your objectives are met in the most practical, tax-efficient way possible.
Representing Fiduciaries: Executors, Administrators and Trustees
Cassin regularly represents fiduciaries in the administration of estates and trusts—from probate and general administration matters to highly complex singular issues. Each estate is supervised and managed through to settlement in a way that is sensitive to the needs of the family and the wishes of the testator/grantor.
Private Foundations & Charitable Planning
We help clients reach their philanthropic goals by advising on the creation of private foundations and providing other charitable planning. With firsthand experience in the non-profit sector, we represent and serve on the boards of private foundations where we ensure compliance with tax rules and regulations on a daily basis.