Trusts & Estate Planning
The firm counsels and advises clients on properly structuring assets to minimize estate tax consequences, using a wide variety of techniques depending on circumstances, needs and asset availability. Properly drafted wills are only the first step in the estate planning process. Preparation of trusts, including living trusts, last-to-die insurance trusts, qualified personal residence trusts, grantor retained annuity trusts, as well as private annuity agreements and many other methods are evaluated for their applicability. In addition, we provide estate administration services and counseling for post-mortem tax planning.
Learn more about the estate planning process.
Elder Law
Protecting assets in preparation for long term health care needs is a fact of life for families with assets valued from $60,000 to $1 million. Approaches typically used in planning to minimize estate taxes are often in direct conflict with approaches used in Elder Law planning to qualify for Medicaid assistance for nursing home care. In situations where both goals are important, Stephen J. Silverberg’s in-depth knowledge and experience with both sets of rules and techniques are an invaluable asset to clients.
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Special Needs Planning
We offer assistance to clients who have special needs family members by creating special needs estate plans. these tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.
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Wealth Preservation Planning
Wealth Preservation Planning is an essential part of one’s estate plan, and our firm offers assistance to help you protect your hard-earned assets.
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Estate Plan Reviews
Allow the Law Office of Stephen J. Silverberg, PC to review your estate plan to ensure that your final property and health care wishes are honored, and that loved ones are provided for in your absence.
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Estate Litigation
The Law Office of Stephen J. Silverberg offers estate litigation representation to individuals, family members and loved ones with standing when there are issues with the final disposition of assets. We aggressively represent our clients to ensure that the decedent’s wishes are properly carried out.
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Unmarried Couples/Families
Our firm offers estate planning for unmarried couples, domestic partnerships and same sex unions. These relationships pose unique issues not needed by traditional families. Let our firm help you address both the expected and unexpected events of life.
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Charitable Planning
We encourage and assist the tradition of giving to charitable causes, including the employment of tax-advantaged strategies that maximize the value of your gift. We help clients make charitable gifts and practice good stewardship in the most tax-efficient manner.
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Business Planning
Stephen J. Silverberg represents business owners, professionals and their business entities with business formation, buy-sell agreements and business succession planning. In addition, we can assist your business with comprehensive tax and employee benefits services.
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Guardianship
Our firm has helped families and individuals with guardianship matters for many years. A legal guardianship proceeding is used to appoint a family member or friend to become a decision maker for an incapacitated person. We can help with guardianship appointments, as well as contesting a guardianship proceeding.
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