Fans of the Showtime series “Billions” may recall seeing in episode four of season five, aptly entitled “Opportunity Zone”, the
Wills, Trusts & Estates
Twomey Latham’s practice ranges from routine wills to sophisticated estate and tax planning. A significant portion of our practice is devoted to the preparation of wills, trusts, durable powers of attorney, and other estate-planning documents.
The firm’s estate planning attorneys have extensive experience in the administration of probate and trust estates, the preparation of required income, estate, gift, and inheritance tax returns, and the administration of guardianships.
An individual’s estate plan often calls for more than a traditional will or trust. Our attorneys seek to address the client’s long-term objectives and circumstances in structuring a tax-efficient estate plan. We routinely advise clients on the selection and implementation of planning tools such as revocable living trusts, life insurance trusts, irrevocable trusts, gifting programs, family limited partnerships, deferred compensation arrangements, gift and estate tax planning for retirement benefits, and charitable planning. We also advise and implement succession plans for the transition of families and closely held businesses.
Wills, Trusts & Estates Attorneys
Our Long Island estate planning lawyers focus on providing clients in-depth knowledge of our diverse range of practice areas.
News & Insights About Wills, Trusts & Estates
Often times when I meet with clients one of their primary goals of implementing an estate plan is to avoid
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This article is an update to Daniel R. Bernard’s April 10, 2020 article entitled, “Remote Execution of Estate Planning Documents