We welcome the many new clients that are referred to us by other attorneys, especially those who practice in the areas of divorce law, personal injury, and the general practice of law. We greatly value the collaborative approach and working together as a team in mutually serving your clients' needs - by implementing sound, comprehensive, and highly effective estate plans.
In particular, here's how we could assist you in fully serving the planning needs of your clients:
We will work in step with you in helping your client transition to his/her new marital status by setting-up new life & estate plans that reflect his/her changed circumstances; plans that will not only serve to protect their assets moving forward, but also ensure that their most important personal wishes will be carried out.
Personal Injury Attorneys
Upon obtaining a favorable settlement or verdict for your client, we will design a life & estate plan that will protect your client's award proceeds for the many years to come. In cases where your client is rendered permanently disabled, a Supplemental Needs Trust could be prepared to shelter the injury proceeds, while enabling the client to maintain his/her eligibility for needs-based public benefits (i.e., Medicaid, Social Security Disability, SSI, etc.), regardless of the amount of the monetary award received.
General Practice Attorneys
We recognize that the estate planning laws are constantly changing, thereby making it difficult to stay on top of the latest legal developments and planning strategies. If you have a client matter which requires a higher level of expertise and experience in the area of life & estate planning, we would look forward to collaborating with you to create a sound plan to meet your client's specific needs.
If you have a client who could benefit from our Life & Estate Planning services, please feel free to call us at (914) 686-7272. We would be happy to answer any questions that you may have, and we would welcome the opportunity to add value to your law practice by working together with you in ensuring that all of your client's planning needs are achieved.