ESTATES, WILLS AND TRUSTS

• Estate Planning

• Probate and Estate Administration

• Litigation of Estate Matters

In estate planning, we help you clarify your objectives and formulate plans to achieve those objectives while minimizing tax liability consistent with those objectives. These plans are then carried out through the preparation of Wills and trust agreements, as well as through gifting programs, life insurance policies and retirement plans, and other tax-advantaged arrangements.

• Through meetings and other communications, you provide information about your family and assets, as well as your specific goals and concerns regarding the distribution of your estate.

• In these meetings and communications, we inform you about the estate and gift tax system that affects much of the structure of the estate planning process, as well as other legal and non-legal issues that impact the formulation of your estate plan, including lifetime gifting programs designed to minimize estate taxes.

• Based on the information you provide, and our knowledge and experience, we prepare and provide you with a customized estate plan to meet your stated objectives. Using feedback from you and after further discussions, we then refine the plan to meet your individual needs and preferences.

• Once the plan is finalized, we draft the documents needed to put the plan into effect. These documents usually include Wills, Powers of Attorney, and Health Care Proxies/Living Wills. Depending on your particular needs, they may also include Living Trusts, Deeds and other documents. An important part of this process involves assuring that you understand the meaning and effect of the documents you sign.

BUSINESS SERVICES

• Business Formation and Organization

• Corporations, Partnerships and Limited Liability Companies

• Business and Commercial Transactions

• Contracts

In addition to protecting wealth through estate planning, we assist you and your family in building wealth through business ventures. Whether you are about to start a new business, buy or sell an existing business, or enter into a contract with another business for the sale or purchase of goods or services, we can leverage our many years of business law experience for your needs. As a former inside corporate general counsel, Michael Rosenberg brings to your business problems the extra dimension of a practical understanding of the issues that your business faces.

REAL ESTATE

• Residential Purchases and Sales

• Commercial Purchases, Sales and Leases

• Real Estate Brokerage

From single-family residences to developments, to commercial and industrial properties, we can assist you with a wide variety of real estate matters including purchases and sales, leases, mortgages and brokerage matters. We can help you comply with land-use requirements of local zoning and planning boards. We prepare and review transnational documents such as contracts and leases, handle closings and advise my clients in arranging financing.