The trusts and estates group upholds Herzfeld & Rubin’s
long-standing reputation of quality and excellence and has
extensive experience in estate planning, trust and estate
administration, and trust and estate litigation.
The trusts and estates group counsels individuals, fiduciaries,
and families in the following areas:
Estate, Gift and Philanthropic Planning
The aim is to assist individual clients and their families to
preserve wealth through appropriate planning, thereby protecting
family financial resources and ensuring the maximum enjoyment of
such resources by beneficiaries. The group seeks to integrate
business and estate plans and to utilize wills and other
planning tools such as revocable trusts, life insurance trusts,
qualified personal residence trusts, grantor retained annuity
trusts, charitable trusts, private foundations, and other
sophisticated planning and asset protection vehicles to reduce
the impact of income, gift, estate, and generation-skipping
Just as important as any economic and financial analysis is
the careful consideration of all of the client's objectives in
providing for family, friends and/or charities. Our attorneys
will address the client’s wishes regarding the distribution of
the estate assets as well as the special needs and particular
circumstances of each beneficiary so that the estate plan not
only expresses the intent of the client, but also includes
appropriate protections for beneficiaries.
The group represents a wide variety of clients, including
celebrities, athletes, business owners, physicians, individuals
working in finance, and people living abroad. With such a vast
client base comes a high level of expertise that enables the
group to handle any estate matter.
For most clients, the Will and estate plan it embodies is the
client’s most important legal document. By definition, it
provides for the disposition of assets, which the client has
spent a lifetime accumulating, to those persons or institutions
nearest and dearest to the client. Therefore, the planning
process and client relationship must be approached with great
care and sensitivity.
Trust and Estate Administration
The group counsels trustees on all aspects of inter vivos and
testamentary trusts, including meeting fiduciary obligations and
The group’s services include the full range of estate
administration, from probate and the marshaling and distribution
of assets, to the final judicial and non-judicial accounting and
filing of Federal and State estate tax returns.
Trust and Estate Litigation
The group represents both beneficiaries and fiduciaries in
all aspects of Surrogate’s Court litigation and controversies.
Our experience includes the following: contested accountings,
breaches of fiduciary obligations, and will contests.
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