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New York Estate, Tax, Trust, Retirement, or
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Albany NY - New York tax planning and trusts -- Maney Kevin P Atty , Albany County      Click to request assistance
Albany NY - New York trust asset management -- Bartlett John S Jr , Albany County      Click to request assistance
Albany NY - New York charitable remainder trusts -- Criscione Nicholas J , Albany County      Click to request assistance
Albany NY - New York living wills and medical directives -- Ettinger Law Firm The , Albany County      Click to request assistance
Albany NY - New York estate taxes, income taxes and capital gains -- Keenan Mraz Oliver & Violando LLP , Albany County      Click to request assistance
Albany NY - New York end of life bereavement -- Randall Law Firm The , Albany County      Click to request assistance
Albany NY - New York tax planning and trusts -- Flannery Kyran J Jr , Albany County      Click to request assistance
Albany NY - New York trust asset management -- Richard Miller J Jr , Albany County      Click to request assistance
Albany NY - New York charitable remainder trusts -- Simon Steven J , Albany County      Click to request assistance
Albany NY - New York living wills and medical directives -- Cohen Marc E , Albany County      Click to request assistance
Albany NY - New York estate taxes, income taxes and capital gains -- Pierro & Associates , Albany County      Click to request assistance
Albany NY - New York end of life bereavement -- Rowlands Richard E, Tully Rinckey, PLLC, Albany County      Click to request assistance
Albany NY - New York tax planning and trusts -- Arroyo Copland & Associates PLLC , Albany County      Click to request assistance
Albany NY - New York trust asset management -- Burke & Casserly PC , Albany County      Click to request assistance
Albany NY - New York charitable remainder trusts -- Milstein & Milstein , Albany County      Click to request assistance
Albany NY - New York living wills and medical directives -- Goldberg & Gottheim , Albany County      Click to request assistance
Albany NY - New York estate taxes, income taxes and capital gains -- Caponera Victor A Jr Atty , Albany County      Click to request assistance
Albany NY - New York end of life bereavement -- Davidoff Scott S , Albany County      Click to request assistance
Albany NY - New York tax planning and trusts -- Law Robert T III , Albany County      Click to request assistance
Albany NY - New York trust asset management -- Tracy Knauf Warner & Ruslander PC , Albany County      Click to request assistance
Albany NY - New York charitable remainder trusts -- Dorsman & Dorsman , Albany County      Click to request assistance
Albany NY - New York living wills and medical directives -- Levy & Obstarczyk , Albany County      Click to request assistance
Albany NY - New York estate taxes, income taxes and capital gains -- Derohannesian & Derohannesian , Albany County      Click to request assistance
Albany NY - New York end of life bereavement -- Goldin David N , Albany County      Click to request assistance
Albany NY - New York tax planning and trusts -- DiFabio Law Firm PC The , Albany County      Click to request assistance
Albany NY - New York trust asset management -- Sullivan McBride Hess & Youngblood PC , Albany County      Click to request assistance
Albany NY - New York charitable remainder trusts -- Proskin Law Firm PC , Albany County      Click to request assistance
Albany NY - New York living wills and medical directives -- Lemery Greisler LLC , Albany County      Click to request assistance
Albany NY - New York estate taxes, income taxes and capital gains -- Dulin Thomas N , Albany County      Click to request assistance
Albany NY - New York tax planning and trusts -- Smith Jeremy M , Albany County      Click to request assistance
Albany NY - New York trust asset management -- Caliccia Erin Kate Atty , Albany County      Click to request assistance
Albany NY - New York charitable remainder trusts -- Iselin Harold N , Albany County      Click to request assistance
Albany NY - New York living wills and medical directives -- Maynard O'Connor Smith & Catalinotto LLP , Albany County      Click to request assistance
Albany NY - New York estate taxes, income taxes and capital gains -- Garry & Garry PLLC , Albany County      Click to request assistance
Albany NY - New York end of life bereavement -- Circincione Richard D , Albany County      Click to request assistance
Albany NY - New York tax planning and trusts -- Haase William S , Albany County      Click to request assistance
Albany NY - New York trust asset management -- Meislahn Harry P , Albany County      Click to request assistance
Albany NY - New York charitable remainder trusts -- O'Connor Amy S , Albany County      Click to request assistance
Albany NY - New York living wills and medical directives -- Thornton Timothy B , Albany County      Click to request assistance
Albany NY - New York estate taxes, income taxes and capital gains -- Williams David Sterling , Albany County      Click to request assistance
Albany NY - New York end of life bereavement -- Herzog Engstrom & Koplovitz PC , Albany County      Click to request assistance
Albany NY - New York tax planning and trusts -- Miller Harry V B , Albany County      Click to request assistance
Albany NY - New York trust asset management -- Tribble Phillip , Albany County      Click to request assistance
Albany NY - New York charitable remainder trusts -- Segel Goldman Mazzotta & Siegel PC , Albany County      Click to request assistance
Albany NY - New York living wills and medical directives -- Ackerman Wachs & Finton PC , Albany County      Click to request assistance
Albany NY - New York estate taxes, income taxes and capital gains -- Papa Salvatore F , Albany County      Click to request assistance
Auburn NY - New York end of life bereavement -- Contiguglia Law Offices LLP , Cayuga County      Click to request assistance
Auburn NY - New York tax planning and trusts -- Karpinski Stapleton Galbato & Tehan PC , Cayuga County      Click to request assistance
Avon NY - New York trust asset management -- Henehan David L , Livingston County      Click to request assistance
Avon NY - New York charitable remainder trusts -- Reynolds & Henehan , Livingston County      Click to request assistance
Babylon NY - New York living wills and medical directives -- Hoffman Mikel J PC Attorney At Law , Suffolk County      Click to request assistance
Baldwin NY - New York estate taxes, income taxes and capital gains -- Nelson Robert N Esq , Nassau County      Click to request assistance
Baldwin NY - New York end of life bereavement -- Gallagher James M Atty , Nassau County      Click to request assistance
Ballston Spa NY - New York tax planning and trusts -- Brown Peterson Craig & Thomas , Saratoga County      Click to request assistance
Ballston Spa NY - New York trust asset management -- Cutler Trainor Cutler LLP , Saratoga County      Click to request assistance
Ballston Spa NY - New York charitable remainder trusts -- Fish Patrick J , Saratoga County      Click to request assistance
Ballston Spa NY - New York living wills and medical directives -- Strickland William E , Saratoga County      Click to request assistance
Bay Shore NY - New York estate taxes, income taxes and capital gains -- Siben & Siben LLP , Suffolk County      Click to request assistance
Bayside NY - New York tax planning and trusts -- Cohen Schneider LLP (Attorneys At Law) , Queens County      Click to request assistance
Bellmore NY - New York trust asset management -- Helfer & Helfer LLP , Nassau County      Click to request assistance
Bethpage NY - New York charitable remainder trusts -- Berley & Berley , Nassau County      Click to request assistance
Bldwnsvlle NY - New York living wills and medical directives -- Shorey Judith A , Cayuga County      Click to request assistance
Boonville NY - New York estate taxes, income taxes and capital gains -- Williams & McIntyre , Oneida County      Click to request assistance
Brewster NY - New York end of life bereavement -- Velardi & Velardi , Putnam County      Click to request assistance
Brooklyn NY - New York tax planning and trusts -- Hernandez David J. & Associates , Kings County      Click to request assistance
Brooklyn NY - New York trust asset management -- John T Petrusky PC , Kings County      Click to request assistance
Camillus NY - New York charitable remainder trusts -- Welch & Myers LLP , Onodaga County      Click to request assistance
Camillus NY - New York living wills and medical directives -- Adorante Anthony P , Onodaga County      Click to request assistance
Camillus NY - New York estate taxes, income taxes and capital gains -- McMahon Stephen T , Onodaga County      Click to request assistance
Carle Place NY - New York end of life bereavement -- Lempenski Robert J , Nassau County      Click to request assistance
Carmel NY - New York tax planning and trusts -- Christopher X Maher Esq , Putnam County      Click to request assistance
Carmel NY - New York trust asset management -- Maher Christopher X Esq , Putnam County      Click to request assistance
Carmel NY - New York charitable remainder trusts -- Levine Cory A Esq , Putnam County      Click to request assistance
Catskill NY - New York living wills and medical directives -- Kingsley John P PC , Greene County      Click to request assistance
Catskill NY - New York estate taxes, income taxes and capital gains -- Brown Kelleher & Zwickel LLP , Greene County      Click to request assistance
Catskill NY - New York end of life bereavement -- Kosich Veronica M Esq , Greene County      Click to request assistance
Cazenovia NY - New York tax planning and trusts -- Jennifer M Basic Attorney At Law , Madison County      Click to request assistance
Centereach NY - New York trust asset management -- Pace Kerry Anne Esq PC , Suffolk County      Click to request assistance
Chatham NY - New York charitable remainder trusts -- Tuczinski Cavalier Gilchrist & Collura PA , Columbia County      Click to request assistance
Chittenango NY - New York living wills and medical directives -- Colella Law Office , Madison County      Click to request assistance
Chittenango NY - New York estate taxes, income taxes and capital gains -- Iaconis Law Office PLLC , Madison County      Click to request assistance
Clayton NY - New York end of life bereavement -- Carter Ramseier & Holcombe , Jefferson County      Click to request assistance
Clifton Park NY - New York tax planning and trusts -- McNamee Lochner Titus & Williams PC , Saratoga County      Click to request assistance
Clifton Park NY - New York trust asset management -- Watkins E Gray , Saratoga County      Click to request assistance
Clifton Park NY - New York charitable remainder trusts -- Singer Judith , Saratoga County      Click to request assistance
Clifton Park NY - New York living wills and medical directives -- Herrmann Richard , Saratoga County      Click to request assistance
Clifton Park NY - New York estate taxes, income taxes and capital gains -- De Angelus & De Angelus , Saratoga County      Click to request assistance
Clinton NY - New York end of life bereavement -- Felt Evans LLP , Oneida County      Click to request assistance
Cmpl Hl NY - New York tax planning and trusts -- Andrew S. Wulfman Esq LLC , Orange County      Click to request assistance
Cobleskill NY - New York trust asset management -- Shultes Michael J Attorney At Law , Schoharie County      Click to request assistance
Cobleskill NY - New York charitable remainder trusts -- Mallery Roger M Atty , Schoharie County      Click to request assistance
Corinth NY - New York living wills and medical directives -- McMahon & Coseo PC , Saratoga County      Click to request assistance
Corinth NY - New York estate taxes, income taxes and capital gains -- Coseo John Atty , Saratoga County      Click to request assistance
Coxsackie NY - New York end of life bereavement -- Tailleur Joan P (Atty) , Greene County      Click to request assistance
Coxsackie NY - New York tax planning and trusts -- Fori Thomas J Atty Ofc , Greene County      Click to request assistance
Craryville NY - New York trust asset management -- Halfond Ira , Columbia County      Click to request assistance
Delmar NY - New York charitable remainder trusts -- Ehring Daniel A ESQ , Albany County      Click to request assistance
Delmar NY - New York living wills and medical directives -- Schrade & Heinrichs , Albany County      Click to request assistance
Downtown Rchestr NY - New York estate taxes, income taxes and capital gains -- Robinson & Glavin , Monroe County      Click to request assistance
East Greenbush NY - New York end of life bereavement -- Fox William L , Rensselaer County      Click to request assistance
East Greenbush NY - New York tax planning and trusts -- Dush George H , Rensselaer County      Click to request assistance
East Meadow NY - New York trust asset management -- Luft Beatrice Bloch Atty , Nassau County      Click to request assistance
East Meadow NY - New York charitable remainder trusts -- Weiss Larry H , Nassau County      Click to request assistance
East Syracuse NY - New York living wills and medical directives -- Esce Susan N , Onodaga County      Click to request assistance
East Syracuse NY - New York estate taxes, income taxes and capital gains -- Estate Planning Law Center, Onodaga County      Click to request assistance
Elizabethtown NY - New York end of life bereavement -- Finucane William , Essex County      Click to request assistance
Fairport NY - New York tax planning and trusts -- Whitney Law Office , Monroe County      Click to request assistance
Farmingdale NY - New York trust asset management -- Miller Michael B , Nassau County      Click to request assistance
Farmingdale NY - New York charitable remainder trusts -- Carman Willis B , Nassau County      Click to request assistance
Farmingdale NY - New York living wills and medical directives -- Kramer Frederick J , Nassau County      Click to request assistance
Fayetteville NY - New York estate taxes, income taxes and capital gains -- Josef Franklin A , Onodaga County      Click to request assistance
Fayetteville NY - New York end of life bereavement -- Fortino Philip G Atty , Onodaga County      Click to request assistance
Fayetteville NY - New York tax planning and trusts -- Colman & Underwood Law Firm , Onodaga County      Click to request assistance
Fayetteville NY - New York trust asset management -- Engel Law Offices , Onodaga County      Click to request assistance
Floral Park NY - New York charitable remainder trusts -- Tetmeyer Robert G Atty , Nassau County      Click to request assistance
Floral Park NY - New York living wills and medical directives -- Beller Linda M Atty , Nassau County      Click to request assistance
Floral Park NY - New York estate taxes, income taxes and capital gains -- Kramer & Associates PC , Nassau County      Click to request assistance
Forest Hills NY - New York end of life bereavement -- Shah Devang C , Queens County      Click to request assistance
Forest Hills NY - New York tax planning and trusts -- Lew Barbara J.D. LLM , Queens County      Click to request assistance
Fort Plain NY - New York trust asset management -- Kirkpatrick & Kirkpatrick PC , Montgomery County      Click to request assistance
Franklin Square NY - New York charitable remainder trusts -- Lattanzio Frank Atty , Nassau County      Click to request assistance
Franklin Square NY - New York living wills and medical directives -- Panzuto Philip N Atty , Nassau County      Click to request assistance
Fresh Meadows NY - New York estate taxes, income taxes and capital gains -- Martin H Olesh Esq , Queens County      Click to request assistance
Fultonville NY - New York end of life bereavement -- Leonhardt & Kruger PC , Montgomery County      Click to request assistance
Fultonville NY - New York tax planning and trusts -- Lynch Michael , Montgomery County      Click to request assistance
Garden City NY - New York trust asset management -- Jones & Jones , Nassau County      Click to request assistance
Garden City NY - New York charitable remainder trusts -- Hesterberg Gregory X , Nassau County      Click to request assistance
Garden City NY - New York living wills and medical directives -- Schwartz Richard B Atty , Nassau County      Click to request assistance
Garden City NY - New York estate taxes, income taxes and capital gains -- Boronow Law Offices PC , Nassau County      Click to request assistance
Garden City NY - New York end of life bereavement -- Zapson Michael Esq , Nassau County      Click to request assistance
Garden City NY - New York tax planning and trusts -- Burdi & Burdi Attys , Nassau County      Click to request assistance
Garden City NY - New York trust asset management -- Adams Thomas J , Nassau County      Click to request assistance
Garden City NY - New York charitable remainder trusts -- Berwitz & DiTata LLP , Nassau County      Click to request assistance
Garden City NY - New York living wills and medical directives -- Harper Robert F , Nassau County      Click to request assistance
Garden City NY - New York estate taxes, income taxes and capital gains -- Marshall Jay , Nassau County      Click to request assistance
Garden City NY - New York end of life bereavement -- Bernstein Philip M , Nassau County      Click to request assistance
Geneva NY - New York tax planning and trusts -- Mc Gowan William F , Ontario County      Click to request assistance
Glen Cove NY - New York trust asset management -- Coco Michael Atty , Nassau County      Click to request assistance
Glen Cove NY - New York charitable remainder trusts -- Andrews Edward A Esq , Nassau County      Click to request assistance
Glen Cove NY - New York living wills and medical directives -- Parisi & Leonick L L P , Nassau County      Click to request assistance
Glens Falls NY - New York estate taxes, income taxes and capital gains -- Bartlett Pontiff Stewart Rhodes PC , Warren County      Click to request assistance
Glens Falls NY - New York end of life bereavement -- Flower Kristine , Warren County      Click to request assistance
Glens Falls NY - New York tax planning and trusts -- Little & O'Connor , Warren County      Click to request assistance
Glens Falls NY - New York trust asset management -- McPhillips Fitzgerald & Cullum LLP , Warren County      Click to request assistance
Glens Falls NY - New York charitable remainder trusts -- Pohl John B , Warren County      Click to request assistance
Glens Falls NY - New York living wills and medical directives -- Nealon William J III , Warren County      Click to request assistance
Glens Falls NY - New York estate taxes, income taxes and capital gains -- Canale William Vincent , Warren County      Click to request assistance
Glenville NY - New York end of life bereavement -- Gordon Tepper & DeCoursey LLP , Schenectady County      Click to request assistance
Gnva NY - New York tax planning and trusts -- Einset Peter Olav , Ontario County      Click to request assistance
Great Neck NY - New York trust asset management -- Gruer Sharon Kovacs , Nassau County      Click to request assistance
Great Neck NY - New York charitable remainder trusts -- Kiley Kiley & Kiley , Nassau County      Click to request assistance
Great Neck NY - New York living wills and medical directives -- A Professional Corporation , Nassau County      Click to request assistance
Greenvale NY - New York estate taxes, income taxes and capital gains -- Pinilla Law & Realty , Nassau County      Click to request assistance
Hempstead NY - New York end of life bereavement -- Levy Paul S , Nassau County      Click to request assistance
Herkimer NY - New York tax planning and trusts -- Manne Karl E Law Office , Herkimer County      Click to request assistance
Herkimer NY - New York trust asset management -- Bowers Keith D Atty , Herkimer County      Click to request assistance
Herkimer NY - New York charitable remainder trusts -- Crandall Charles E III , Herkimer County      Click to request assistance
Hicksville NY - New York living wills and medical directives -- Scheich & Goldsmith PC , Queens County      Click to request assistance
Hicksville NY - New York estate taxes, income taxes and capital gains -- List Roy A , Nassau County      Click to request assistance
Hicksville NY - New York end of life bereavement -- Edelman Jos Atty & CPA , Nassau County      Click to request assistance
Hicksville NY - New York tax planning and trusts -- Snowe Alan M , Nassau County      Click to request assistance
Hicksville NY - New York trust asset management -- Goldman Donald H Atty , Nassau County      Click to request assistance
Highland NY - New York charitable remainder trusts -- Minard And Puglielle PLLC , Ulster County      Click to request assistance
Hoosick Falls NY - New York living wills and medical directives -- Holbrook Johnston Tate & McNally , Rensselaer County      Click to request assistance
Hudson NY - New York end of life bereavement -- Gagen Robert J & Kevin B Thiemann , Columbia County      Click to request assistance
Ilion NY - New York tax planning and trusts -- Klosner Prescott E Atty , Herkimer County      Click to request assistance
Ilion NY - New York trust asset management -- Radley & Rheinhardt , Herkimer County      Click to request assistance
Jamaica Estates NY - New York charitable remainder trusts -- Ledwidge Joseph A Esq , Queens County      Click to request assistance
Jericho NY - New York living wills and medical directives -- Brody Denis PC , Nassau County      Click to request assistance
Johnstown NY - New York estate taxes, income taxes and capital gains -- Russo Walsh & Walsh , Fulton County      Click to request assistance
Johnstown NY - New York end of life bereavement -- Hodgson Russ Llp , Fulton County      Click to request assistance
Johnstown NY - New York tax planning and trusts -- Kempf Carl J III , Fulton County      Click to request assistance
Katonah NY - New York trust asset management -- Bacal Jessica Esq PC , Westchester County      Click to request assistance
Keeseville NY - New York charitable remainder trusts -- Russell & McCormick , Clinton County      Click to request assistance
Kingston NY - New York living wills and medical directives -- Ephie Trataros-Kehayias , Ulster County      Click to request assistance
Kingston NY - New York estate taxes, income taxes and capital gains -- Ephie Trataros-Kehayias- Attorney At Law , Ulster County      Click to request assistance
Lake Luzerne NY - New York end of life bereavement -- Avigdor David B , Warren County      Click to request assistance
Lake Success NY - New York tax planning and trusts -- Doyle Josephine A LLC , Nassau County      Click to request assistance
Lakeville NY - New York trust asset management -- Duke Law Firm PC , Monroe County      Click to request assistance
Larchmont NY - New York charitable remainder trusts -- Gilbert, Rita K Atty , Westchester County      Click to request assistance
Latham NY - New York living wills and medical directives -- Towne James T Jr , Albany County      Click to request assistance
Latham NY - New York estate taxes, income taxes and capital gains -- Monthie Stephen P , Albany County      Click to request assistance
Levittown NY - New York end of life bereavement -- Rocco & Rocco PC , Nassau County      Click to request assistance
Liberty NY - New York tax planning and trusts -- Rourke Brian P , Sullivan County      Click to request assistance
Liverpool NY - New York trust asset management -- Carpenter Karen B , Onodaga County      Click to request assistance
Liverpool NY - New York charitable remainder trusts -- Walsh Michael E , Onodaga County      Click to request assistance
Liverpool NY - New York living wills and medical directives -- Michael E Walsh Esq , Onodaga County      Click to request assistance
Long Beach NY - New York estate taxes, income taxes and capital gains -- Berkowsky Dennis S Atty , Nassau County      Click to request assistance
Lynbrook NY - New York end of life bereavement -- Ledwith & Atkinson Attorneys At Law , Nassau County      Click to request assistance
Lynbrook NY - New York tax planning and trusts -- Jacobson, Myron , Nassau County      Click to request assistance
Lynbrook NY - New York trust asset management -- Elliot S Schlissel PC , Nassau County      Click to request assistance
Lynbrook NY - New York charitable remainder trusts -- Aapincella Vincent T Atty , Nassau County      Click to request assistance
Mahopac NY - New York living wills and medical directives -- Tock Joseph J , Putnam County      Click to request assistance
Malone NY - New York estate taxes, income taxes and capital gains -- Hughes Stewart & Race PC , Franklin County      Click to request assistance
Malverne NY - New York end of life bereavement -- Kruman & Kruman , Nassau County      Click to request assistance
Manhasset NY - New York tax planning and trusts -- Rice James P , Nassau County      Click to request assistance
Manhasset NY - New York trust asset management -- Boehm Brian B Atty , Nassau County      Click to request assistance
Manlius NY - New York charitable remainder trusts -- Banac Mark A PC , Onodaga County      Click to request assistance
Massapequa NY - New York living wills and medical directives -- DeRiggi, DeRiggi & DeRiggi Attys , Nassau County      Click to request assistance
Massapequa NY - New York estate taxes, income taxes and capital gains -- Kuhl Charlene M , Nassau County      Click to request assistance
Massapequa Park NY - New York end of life bereavement -- Hunsberger Joseph L Attorney At Law , Nassau County      Click to request assistance
Massapequa Park NY - New York tax planning and trusts -- Schwartz Rand P , Nassau County      Click to request assistance
Massena NY - New York trust asset management -- Lekki Hill Fischer & Duprey PC , St Lawrence County      Click to request assistance
Massena NY - New York charitable remainder trusts -- Gustafson Eric J Atty , St Lawrence County      Click to request assistance
Massena NY - New York living wills and medical directives -- Pease & Gustafson LLP , St Lawrence County      Click to request assistance
Mechanicville NY - New York estate taxes, income taxes and capital gains -- Carola Bagnoli & Tollisen PLLC , Saratoga County      Click to request assistance
Melville NY - New York end of life bereavement -- Pohly Lawrence M , Suffolk County      Click to request assistance
Merrick NY - New York tax planning and trusts -- Fleischman Herman I , Nassau County      Click to request assistance
Merrick NY - New York trust asset management -- Caso George R , Nassau County      Click to request assistance
Merrick NY - New York charitable remainder trusts -- Krohn Rosenblum & Rosenblum , Nassau County      Click to request assistance
Mineola NY - New York living wills and medical directives -- Steven L Keats ESQ , Nassau County      Click to request assistance
Mineola NY - New York estate taxes, income taxes and capital gains -- Colonna & Urso LLP , Nassau County      Click to request assistance
Mohegan Lake NY - New York end of life bereavement -- Hunte Law Group PC , Westchester County      Click to request assistance
Nedrow NY - New York tax planning and trusts -- Beardsley C Samuel , Onodaga County      Click to request assistance
New City NY - New York trust asset management -- Wasser David L , Rockland County      Click to request assistance
New City NY - New York charitable remainder trusts -- Reda Schwan & Associates LLP , Rockland County      Click to request assistance
New City NY - New York living wills and medical directives -- Kaplan & Kaplan , Rockland County      Click to request assistance
New Hartford NY - New York estate taxes, income taxes and capital gains -- Cosentino Snyder & Quinn Law Office , Oneida County      Click to request assistance
New Hartford NY - New York end of life bereavement -- Quinn Graceanne Snyder , Oneida County      Click to request assistance
New Hartford NY - New York tax planning and trusts -- Estate Planning Law Center , Oneida County      Click to request assistance
New Hyde Park NY - New York trust asset management -- Verkowitz Charlene K , Nassau County      Click to request assistance
New York NY - New York charitable remainder trusts -- Owen Christopher T , New York County      Click to request assistance
New York NY - New York living wills and medical directives -- Phillips Krantz & Associates , New York County      Click to request assistance
New York NY - New York estate taxes, income taxes and capital gains -- Aaaa , New York County      Click to request assistance
New York NY - New York end of life bereavement -- Haber Michael S , New York County      Click to request assistance
New York NY - New York tax planning and trusts -- Mertz Peter , New York County      Click to request assistance
New York NY - New York trust asset management -- Bischof George , New York County      Click to request assistance
New York NY - New York charitable remainder trusts -- Schiltkamp International Consultants Inc , New York County      Click to request assistance
New York NY - New York living wills and medical directives -- Cantor Robert West Side Law Offices Of , New York County      Click to request assistance
New York NY - New York estate taxes, income taxes and capital gains -- Lissner & Lissner Llp , New York County      Click to request assistance
New York NY - New York end of life bereavement -- A Real Estate Law Firm , New York County      Click to request assistance
New York NY - New York tax planning and trusts -- Chemtob Moss Forman & Talbert LLP , New York County      Click to request assistance
New York NY - New York trust asset management -- Klotz Emily ESQ , New York County      Click to request assistance
New York NY - New York charitable remainder trusts -- Buson & Sikorski , New York County      Click to request assistance
New York NY - New York living wills and medical directives -- Richard R Rio , New York County      Click to request assistance
New York NY - New York estate taxes, income taxes and capital gains -- Epstein & Littwin LLP , New York County      Click to request assistance
New York NY - New York end of life bereavement -- Epstein Jason E ESQ , New York County      Click to request assistance
New York NY - New York tax planning and trusts -- Littwin Anne ESQ , New York County      Click to request assistance
New York NY - New York trust asset management -- Wincig & Wincig , New York County      Click to request assistance
New York NY - New York charitable remainder trusts -- Ledingham Richard , New York County      Click to request assistance
New York NY - New York living wills and medical directives -- Mandell Howard , New York County      Click to request assistance
New York NY - New York estate taxes, income taxes and capital gains -- Morley Law Firm PC , New York County      Click to request assistance
New York NY - New York tax planning and trusts -- Nelson Lester , New York County      Click to request assistance
New York NY - New York trust asset management -- Sturges Leatha J , New York County      Click to request assistance
New York NY - New York charitable remainder trusts -- Katsos Barbara H , New York County      Click to request assistance
Newark NY - New York living wills and medical directives -- De Staffan And Saracino PC , Wayne County      Click to request assistance
Newark NY - New York estate taxes, income taxes and capital gains -- Barrett Law Firm , Wayne County      Click to request assistance
Niskayuna NY - New York end of life bereavement -- Cioffi Slezak Wildgrube PC , Schenectady County      Click to request assistance
North Syracuse NY - New York tax planning and trusts -- Arno Daniel J , Onodaga County      Click to request assistance
North Syracuse NY - New York trust asset management -- Bertrand Robert J , Onodaga County      Click to request assistance
North Syracuse NY - New York charitable remainder trusts -- Putzer Carl T , Onodaga County      Click to request assistance
North Syracuse NY - New York living wills and medical directives -- Welch Thomas W , Onodaga County      Click to request assistance
North Syracuse NY - New York estate taxes, income taxes and capital gains -- Karp Law Offices , Onodaga County      Click to request assistance
Norwich NY - New York end of life bereavement -- Nelson And Flanagan Attorneys At Law , Chenango County      Click to request assistance
Nw Yrk NY - New York tax planning and trusts -- A Arthur J Teichberg , New York County      Click to request assistance
Nw Yrk NY - New York trust asset management -- Chat Gurtu Attorney & CPA , New York County      Click to request assistance
Ogdensburg NY - New York charitable remainder trusts -- Alford Esq Gary R Attorney At Law , St Lawrence County      Click to request assistance
Old Chatham NY - New York living wills and medical directives -- Longstreet Scott P , Columbia County      Click to request assistance
Ontario NY - New York estate taxes, income taxes and capital gains -- Lacy Katzen , Wayne County      Click to request assistance
Ontario NY - New York end of life bereavement -- Leszyk Richard A , Wayne County      Click to request assistance
Oyster Bay NY - New York tax planning and trusts -- Matarazzo, Mark Attorney At Law , Nassau County      Click to request assistance
Patchogue NY - New York trust asset management -- Cartier Bernstein Auerbach & Dazzo PC , Suffolk County      Click to request assistance
Penfield NY - New York charitable remainder trusts -- Leichtner Edward J PC , Monroe County      Click to request assistance
Penfield NY - New York living wills and medical directives -- Gray & Feldman LLP , Monroe County      Click to request assistance
Perry NY - New York estate taxes, income taxes and capital gains -- Sciarrino & Sciarrino P C , Wyoming County      Click to request assistance
Phoenix NY - New York end of life bereavement -- Murphy John M Jr Esq , Oswego County      Click to request assistance
Pittsford NY - New York tax planning and trusts -- Malone Steven E , Monroe County      Click to request assistance
Plainview NY - New York trust asset management -- Lusthaus Robert , Nassau County      Click to request assistance
Plainview NY - New York charitable remainder trusts -- Blutter Joanne D Esq , Nassau County      Click to request assistance
Plattsburgh NY - New York living wills and medical directives -- Neverett Meredith A , Clinton County      Click to request assistance
Plattsburgh NY - New York estate taxes, income taxes and capital gains -- Snell Brian A Atty , Clinton County      Click to request assistance
Plattsburgh NY - New York end of life bereavement -- Dennis Heidi Atty , Clinton County      Click to request assistance
Plattsburgh NY - New York tax planning and trusts -- O'Connell & Aronowitz PC , Clinton County      Click to request assistance
Plattsburgh NY - New York trust asset management -- Favreau William A Esq , Clinton County      Click to request assistance
Plattsburgh NY - New York charitable remainder trusts -- Peryer Kevin L , Clinton County      Click to request assistance
Poghkps NY - New York living wills and medical directives -- Wolfson Greller & Egitto LLC , Dutchess County      Click to request assistance
Port Washington NY - New York estate taxes, income taxes and capital gains -- Gurewitz , Nassau County      Click to request assistance
Port Washington NY - New York end of life bereavement -- Gurewitz & Schaufeld , Nassau County      Click to request assistance
Poughkeepsie NY - New York tax planning and trusts -- Dietz & Dietz , Dutchess County      Click to request assistance
Prt Jffrsn Stn NY - New York trust asset management -- Winkler Kurtz Winkler & Kuhn LLP , Suffolk County      Click to request assistance
Queensbury NY - New York charitable remainder trusts -- Borgos & Del Signore, PC , Warren County      Click to request assistance
Red Creek NY - New York living wills and medical directives -- Kall Sheldon G Atty , Wayne County      Click to request assistance
Rego Pk NY - New York estate taxes, income taxes and capital gains -- Keane Martin F , Queens County      Click to request assistance
Rexford NY - New York end of life bereavement -- Verrigni, Alexandra G. PLLC , Saratoga County      Click to request assistance
Richmond Hill NY - New York tax planning and trusts -- Scheich & Goldsmith PC , Queens County      Click to request assistance
Rochester NY - New York trust asset management -- Redmond Gregg H atty , Monroe County      Click to request assistance
Rochester NY - New York charitable remainder trusts -- Lacy Katzen , Monroe County      Click to request assistance
Rochester NY - New York living wills and medical directives -- Koldin Law Center PC , Monroe County      Click to request assistance
Rochester NY - New York estate taxes, income taxes and capital gains -- Porreca Chas G , Monroe County      Click to request assistance
Rochester NY - New York end of life bereavement -- Schank Law Group , Monroe County      Click to request assistance
Rochester NY - New York tax planning and trusts -- Kroll Richard A , Monroe County      Click to request assistance
Rochester NY - New York trust asset management -- Gangarosa Edw , Monroe County      Click to request assistance
Rochester NY - New York charitable remainder trusts -- Sekharan Raja N , Monroe County      Click to request assistance
Rochester NY - New York living wills and medical directives -- Boyd Marcia J , Monroe County      Click to request assistance
Rochester NY - New York estate taxes, income taxes and capital gains -- Funk Mark D , Monroe County      Click to request assistance
Rochester NY - New York end of life bereavement -- Avery Roger W Atty , Monroe County      Click to request assistance
Rochester NY - New York tax planning and trusts -- Fagan Michelle L Atty , Monroe County      Click to request assistance
Rochester NY - New York trust asset management -- Brayley Nancy E , Monroe County      Click to request assistance
Rochester NY - New York charitable remainder trusts -- Miller G Michael atty , Monroe County      Click to request assistance
Rochester NY - New York living wills and medical directives -- Dibble & Miller PC , Monroe County      Click to request assistance
Rochester NY - New York estate taxes, income taxes and capital gains -- Palumbo Marilyn , Monroe County      Click to request assistance
Rockville Centre NY - New York end of life bereavement -- Cooper William D Atty , Nassau County      Click to request assistance
Rockville Centre NY - New York tax planning and trusts -- Goglio Barbara , Nassau County      Click to request assistance
Rockville Centre NY - New York trust asset management -- Conlin Elizabeth E Atty , Nassau County      Click to request assistance
Rome NY - New York charitable remainder trusts -- Engelbrecht Charles W Attny , Oneida County      Click to request assistance
Rome NY - New York living wills and medical directives -- Mattacola Gregory A , Oneida County      Click to request assistance
Roslyn Heights NY - New York estate taxes, income taxes and capital gains -- Jacobson, Myron Attorney , Nassau County      Click to request assistance
Saratoga Springs NY - New York end of life bereavement -- Snyder Kiley Toohey Corbett & Cox LLP , Saratoga County      Click to request assistance
Saratoga Springs NY - New York tax planning and trusts -- Coon Dean M , Saratoga County      Click to request assistance
Saratoga Springs NY - New York trust asset management -- Perkins & Perkins , Saratoga County      Click to request assistance
Saratoga Springs NY - New York charitable remainder trusts -- Reidy Patrick M Esq , Saratoga County      Click to request assistance
Saratoga Springs NY - New York living wills and medical directives -- Katzman Robert L , Saratoga County      Click to request assistance
Saratoga Springs NY - New York estate taxes, income taxes and capital gains -- Walsh & Walsh LLP , Saratoga County      Click to request assistance
Saratoga Springs NY - New York end of life bereavement -- Towne James T Jr , Saratoga County      Click to request assistance
Saugerties NY - New York tax planning and trusts -- Francello & Van Benschoten , Ulster County      Click to request assistance
Schenectady NY - New York trust asset management -- Friedman Hirschen Miller Campito PC , Schenectady County      Click to request assistance
Schenectady NY - New York charitable remainder trusts -- Brockbank Michael T , Schenectady County      Click to request assistance
Schenectady NY - New York living wills and medical directives -- Smith Wayne P , Schenectady County      Click to request assistance
Schenectady NY - New York estate taxes, income taxes and capital gains -- Delorenzo Law Firm , Schenectady County      Click to request assistance
Schenectady NY - New York end of life bereavement -- Goldberger Alfred L , Schenectady County      Click to request assistance
Schenectady NY - New York tax planning and trusts -- Parisi Coan & Saccocio PLLC , Schenectady County      Click to request assistance
Schenectady NY - New York trust asset management -- Wemple & Daly , Schenectady County      Click to request assistance
Schenectady NY - New York charitable remainder trusts -- Reisman Richard A , Schenectady County      Click to request assistance
Schenectady NY - New York living wills and medical directives -- Vacca Edward D , Schenectady County      Click to request assistance
Schenectady NY - New York estate taxes, income taxes and capital gains -- Kouray & Kouray , Schenectady County      Click to request assistance
Schenectady NY - New York end of life bereavement -- Pott & Naviasky LLP , Schenectady County      Click to request assistance
Schenectady NY - New York tax planning and trusts -- Moynihan Hayner & Moynihan , Schenectady County      Click to request assistance
Schenectady NY - New York trust asset management -- Witecki Law Office , Schenectady County      Click to request assistance
Schoharie NY - New York charitable remainder trusts -- Bryant, James M Attorney , Schoharie County      Click to request assistance
Scotia NY - New York living wills and medical directives -- Gibbons & Burke PC , Schenectady County      Click to request assistance
Scottsville NY - New York estate taxes, income taxes and capital gains -- Matthew D Nafus , Monroe County      Click to request assistance
Sleepy Hollow NY - New York end of life bereavement -- Shumejda Jeffrey S Esq , Westchester County      Click to request assistance
Smithtown NY - New York tax planning and trusts -- Andreoli Craig A PC Law Office Of , Suffolk County      Click to request assistance
Somers NY - New York trust asset management -- Michael J McDermott & Fausta RL McDermott , Westchester County      Click to request assistance
Staten Island NY - New York charitable remainder trusts -- Pappas Andrew , Richmond County      Click to request assistance
Staten Island NY - New York living wills and medical directives -- Solomon Brian Atty At Law , Richmond County      Click to request assistance
Staten Island NY - New York estate taxes, income taxes and capital gains -- Andrew Pappas , Richmond County      Click to request assistance
Staten Island NY - New York living wills and medical directives -- D'Agostino & Associates PC , Richmond County      Click to request assistance
Staten Island NY - New York estate taxes, income taxes and capital gains -- Walsh Bruce H Esq , Richmond County      Click to request assistance
Staten Island NY - New York end of life bereavement -- Angiuli Katkin & Gentile LLP , Richmond County      Click to request assistance
Staten Island NY - New York tax planning and trusts -- Braisted & Braisted , Richmond County      Click to request assistance
Staten Island NY - New York trust asset management -- Sean O'Sullivan Esq , Richmond County      Click to request assistance
Staten Island NY - New York charitable remainder trusts -- Ascher Suzanne Alexandra Esq CPA , Richmond County      Click to request assistance
Staten Island NY - New York living wills and medical directives -- Albunio Vincent A ESQ , Richmond County      Click to request assistance
Staten Island NY - New York estate taxes, income taxes and capital gains -- Bonfiglio & Asterita LLC , Richmond County      Click to request assistance
Stone Ridge NY - New York end of life bereavement -- Hansen Carolyn E Esq , Ulster County      Click to request assistance
Sttn Islnd NY - New York tax planning and trusts -- Dalton John M , Richmond County      Click to request assistance
Syosset NY - New York trust asset management -- Moore Johnathan ESQ , Nassau County      Click to request assistance
Syracuse NY - New York charitable remainder trusts -- Kerr J Craig Atty , Onodaga County      Click to request assistance
Syracuse NY - New York living wills and medical directives -- Bond Shoeneck & King PLLC , Onodaga County      Click to request assistance
Syracuse NY - New York estate taxes, income taxes and capital gains -- Alsante Cora A , Onodaga County      Click to request assistance
Syracuse NY - New York living wills and medical directives -- Hancock & Estabrook LLP , Onodaga County      Click to request assistance
Syracuse NY - New York estate taxes, income taxes and capital gains -- Mackenzie Hughes LLP , Onodaga County      Click to request assistance
Syracuse NY - New York end of life bereavement -- Durr Law Office , Onodaga County      Click to request assistance
Syracuse NY - New York tax planning and trusts -- Sullivan Charles J Atty , Onodaga County      Click to request assistance
Syracuse NY - New York trust asset management -- Williams Harrison V Jr Atty , Onodaga County      Click to request assistance
Syracuse NY - New York charitable remainder trusts -- Delaney & O'connor Llp , Onodaga County      Click to request assistance
Syracuse NY - New York living wills and medical directives -- Green & Seifter Attys PLLC , Onodaga County      Click to request assistance
Syracuse NY - New York estate taxes, income taxes and capital gains -- McLellan Law Firm , Onodaga County      Click to request assistance
Syracuse NY - New York end of life bereavement -- Calagiovanni Alicia S , Onodaga County      Click to request assistance
Syracuse NY - New York tax planning and trusts -- Ward Law Office , Onodaga County      Click to request assistance
Syracuse NY - New York trust asset management -- Melvin & Melvin PLLC , Onodaga County      Click to request assistance
Syracuse NY - New York charitable remainder trusts -- Copani Anthony F , Onodaga County      Click to request assistance
Syracuse NY - New York living wills and medical directives -- Ransford Stephen J , Onodaga County      Click to request assistance
Syracuse NY - New York estate taxes, income taxes and capital gains -- Rhinehart Robert F , Onodaga County      Click to request assistance
Syracuse NY - New York living wills and medical directives -- Lamanna Judith A Atty , Onodaga County      Click to request assistance
Syracuse NY - New York estate taxes, income taxes and capital gains -- Armani Harry V , Onodaga County      Click to request assistance
Syracuse NY - New York end of life bereavement -- Knudsen Legal Services , Onodaga County      Click to request assistance
Syracuse NY - New York tax planning and trusts -- Cramer Smith & Leach , Onodaga County      Click to request assistance
Syracuse NY - New York trust asset management -- Kall & Reilly LLP , Onodaga County      Click to request assistance
Syracuse NY - New York charitable remainder trusts -- McGraw Charlene E , Onodaga County      Click to request assistance
Syracuse NY - New York living wills and medical directives -- Cavarello Daniel T Atty , Onodaga County      Click to request assistance
Syracuse NY - New York estate taxes, income taxes and capital gains -- Hershdorfer Jonathan B Atty , Onodaga County      Click to request assistance
Syracuse NY - New York end of life bereavement -- Alderman & Alderman , Onodaga County      Click to request assistance
Syracuse NY - New York tax planning and trusts -- Balduf William L , Onodaga County      Click to request assistance
Syracuse NY - New York trust asset management -- Scolaro Shulman Cohen Fetter & Burstein PC , Onodaga County      Click to request assistance
Syracuse NY - New York charitable remainder trusts -- Estate Planning Law Ctr , Onodaga County      Click to request assistance
Syracuse NY - New York living wills and medical directives -- Defio Law Firm PLLC , Onodaga County      Click to request assistance
Syracuse NY - New York estate taxes, income taxes and capital gains -- Rose & Jordan Law Firm , Onodaga County      Click to request assistance
Troy NY - New York living wills and medical directives -- Ceresia Richard D , Rensselaer County      Click to request assistance
Troy NY - New York estate taxes, income taxes and capital gains -- Malone Edward J , Rensselaer County      Click to request assistance
Troy NY - New York end of life bereavement -- Fowler Frederick L , Rensselaer County      Click to request assistance
Troy NY - New York tax planning and trusts -- Sweeney John J Jr , Rensselaer County      Click to request assistance
Troy NY - New York trust asset management -- Bartle McGrane Duffy & Jones LLP , Rensselaer County      Click to request assistance
Troy NY - New York charitable remainder trusts -- Assaf & Mackenzie PLLC , Rensselaer County      Click to request assistance
Utica NY - New York living wills and medical directives -- Murphy Donald J , Oneida County      Click to request assistance
Utica NY - New York estate taxes, income taxes and capital gains -- Lockwood & Golden , Oneida County      Click to request assistance
Utica NY - New York end of life bereavement -- Callanen Foley & Hobika LLP , Oneida County      Click to request assistance
Utica NY - New York tax planning and trusts -- Koziol Leon R , Oneida County      Click to request assistance
Utica NY - New York trust asset management -- Kaminski Edward G , Oneida County      Click to request assistance
Utica NY - New York charitable remainder trusts -- Giglio Thomas J , Oneida County      Click to request assistance
Utica NY - New York living wills and medical directives -- Compson Richard G , Oneida County      Click to request assistance
Utica NY - New York estate taxes, income taxes and capital gains -- McDonnell Jennifer M , Oneida County      Click to request assistance
Utica NY - New York living wills and medical directives -- Graziano Thomas C , Oneida County      Click to request assistance
Valley Stream NY - New York estate taxes, income taxes and capital gains -- O'Rourke Howard G , Nassau County      Click to request assistance
Valley Stream NY - New York end of life bereavement -- Rock Brokerage Inc , Nassau County      Click to request assistance
Valley Stream NY - New York tax planning and trusts -- Misrok Kenneth , Nassau County      Click to request assistance
Valley Stream NY - New York trust asset management -- Nord Amy S , Nassau County      Click to request assistance
Valley Stream NY - New York charitable remainder trusts -- Simon & Milner ESQS , Nassau County      Click to request assistance
Wading River NY - New York living wills and medical directives -- Donovan Law Firm The LLC , Suffolk County      Click to request assistance
Wantagh NY - New York estate taxes, income taxes and capital gains -- Goldrick William M Esq , Nassau County      Click to request assistance
Wantagh NY - New York end of life bereavement -- Parola & Gross LLP , Nassau County      Click to request assistance
Wantagh NY - New York tax planning and trusts -- Gross Barry J Atty , Nassau County      Click to request assistance
Wappingers Falls NY - New York trust asset management -- Lyons & Supple , Dutchess County      Click to request assistance
Warrensburg NY - New York charitable remainder trusts -- Farrell Robert T , Warren County      Click to request assistance
Waterford NY - New York living wills and medical directives -- Glavin & Glavin , Rensselaer County      Click to request assistance
Watertown NY - New York estate taxes, income taxes and capital gains -- Conboy McKay Backman & Kendall LLP , Jefferson County      Click to request assistance
Watertown NY - New York living wills and medical directives -- Capone Richard M , Jefferson County      Click to request assistance
Watertown NY - New York estate taxes, income taxes and capital gains -- Evans Law Firm , Jefferson County      Click to request assistance
Waverly NY - New York end of life bereavement -- Frederick & Finlayson , Tioga County      Click to request assistance
Webster NY - New York tax planning and trusts -- Suher Sidney Atty , Monroe County      Click to request assistance
Webster NY - New York trust asset management -- Summers Reed N Atty , Monroe County      Click to request assistance
West Nyack NY - New York charitable remainder trusts -- Victor Vitale Esq , Rockland County      Click to request assistance
White Plains NY - New York living wills and medical directives -- Johnson Harold J , Westchester County      Click to request assistance
Williston Park NY - New York estate taxes, income taxes and capital gains -- Hahn Ford & Hundertmark , Nassau County      Click to request assistance
Williston Park NY - New York end of life bereavement -- Reers, Richard L Atty , Nassau County      Click to request assistance
Windham NY - New York tax planning and trusts -- Latorre Yvonne Atty , Greene County      Click to request assistance
Yonkers NY - New York trust asset management -- Fontana Richard Attorney At Law , Westchester County      Click to request assistance
Yorktown Heights NY - New York charitable remainder trusts -- Promisel Valorie Joy , Westchester County      Click to request assistance

 

Contact New York Estate, Tax, Trust, Retirement, or Medicaid Planning

For the convenience of the public, care providers are listed on this page to show services available in a particular area. We cannot verify the business practice or the background of providers listed on this page. As a result, we do not provide contact information. Members of the New York Care Planning Council, listed on this site, have agreed to abide by a code of ethics. If you wish to contact a member of the New York Care Planning Council regarding any of the eldercare services listed on this page, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the Care Planning Council who might be able to help you as well. Read Our Disclaimer.

 

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Let Us Help You with Your Eldercare Problems or Questions

The New York Care Planning Council (NyCPC) lists companies and individual providers on this website who help families deal with the crisis and burden of long term care. One purpose of this website is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Finally, our ultimate mission is to offer a trusted listing service that the public will recognize and turn to for expert help in dealing with the challenges of long term care.

 
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About Estate Planning and Trust Management

Estate Planning
Trust Management

Estate Planning

A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

Some advisers have recognized this need and have put together a team of experts such as attorneys, care managers and financial planners who provide a more complete and comprehensive approach to estate planning, long term care and end-of-life issues.

Trust Management

Many people who create trusts or wills or both will designate a trust company or bank to be a trustee for their property instead of using a member of the family or close friend to do this. The reason is that, all too often, assets are mismanaged or even stolen by family members or friends. Using a trust company that has a legally mandated, public fiduciary responsibility avoids this problem.

Trust companies are valuable partners in the management of trusts and in the process of estate planning. These companies, for a small fee, will manage and invest assets, maintain escrow accounts, hold property pending an exchange sale, provide life insurance and income annuities and provide safekeeping of valuables.

A trust is a legal document that "entrusts" property to a trustee (a bank, attorney, individual or trust company) to manage for a person or persons (beneficiaries of the trust) whom the maker of the trust wants to benefit. In most cases, the maker of a trust is creating a benefit for a loved one that will be distributed after the death of the creator or maker of the trust. Trusts usually involve very specific and detailed instructions on how a trustee is to carry out the duty of managing or distributing the property on behalf of a beneficiary.

A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.

A trust relationship is also created in a will when the maker of the will specifies an entity to be an executor or personal representative of the estate. This person or company then becomes a trustee for the deceased individual who made the will. The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.

A third party trust officer such as a bank, attorney or trust company may also assume the role of a guardian for a minor child, distributing assets in a prearranged manner when the child becomes an adult. Or the trust officer may also act on behalf of a developmentally disabled or mentally retarded person distributing assets under a special needs trust.

Trusts are most often used with estate planning. The purpose of estate planning is to minimize the cost and streamline the process of distributing assets to the next generation. Here are some of the more common reasons people create trusts in estate planning.

  • To avoid probate
  • To minimize or eliminate estate taxes
  • To create life insurance trusts
  • To avoid capital gains taxes on the sale of property
  • To create an annuity income through charitable gifting
  • To receive a charitable gifting income tax deduction
  • To manage assets on behalf of a minor or someone who can't handle his or her own affairs