Estate Planning & Probate

Innovative planning, sensitivity to each client’s particular needs and timely rendering of services are the cornerstones of our estate planning and probate practice.

In many medium size law firms, estate planning and probate services are offered merely as an accommodation to existing clients of the firm and often receive low priority.  In contrast, our attorneys have significant knowledge and experience in the estate planning and probate practice areas.  This is manifested not only in the work product and legal counsel we provide, but also through delivering authoritative presentations and lectures to other estate planning attorneys, accountants, insurance agents, financial planners and law students.  The Firm’s excellent reputation in the estate planning area has brought many new clients to the Firm for the services it offers.

With many years of rendering estate planning services, our attorneys understand that estate planning requires the right mix of tax planning insight, sound economic judgment, well-honed business skills, and attention to a client’s personal desires and circumstances.  In addition to providing routine estate planning services, our attorneys counsel clients in sophisticated tax strategies such as business succession, estate freezes, family partnerships, generation–skipping taxes, charitable trusts, and related matters.

The Firm’s experience in decedents’ estates, guardianships, estate and trust administration and post-mortem tax planning are the foundations of its probate practice.  Although the failure to implement an appropriate estate plan can wreak havoc upon a family, our creative post-mortem planning has prevented clients from encountering unfortunate circumstances.  The Firm’s significant experience and knowledge would mean little were its attorneys not sensitive to the specific needs of its clients in these very delicate situations.  By integrating our interpersonal and professional skills, the Firm has been able to counsel clients through difficult times and achieve extraordinary results.

For more information about our Estate Planning and Probate practice, please contact either of the following attorneys:

Bruce E. Bell - Bruce.Bell@SFNR.com

Gerald M. Newman - Gerald.Newman@SFNR.com

Ronald G. Silbert - Ron.Silbert@SFNR.com