Estate Planning and Administration

Compassionate care for your family and your financial future

What sets Fix Spindelman Brovitz & Goldman apart from other estate planners is compassion. Your situation will be treated with utmost care, discretion, and sensitivity. It is part of the firm’s trademark ability to deliver the personal, individualized attention found at smaller law firms, combined with the skill, professionalism, and quality of larger practices.

Fix Spindelman Brovitz & Goldman offers comprehensive estate planning services and expertise in all aspects of trust and estate administration and management of assets, including real estate, accounting, and tax issues. Our estate planning practice creates plans customized for the unique issues related to the disposition of your family assets.

As part of this personalized process, our Estate Administration practice counsels and guides executors, administrators, and trustees through the many decisions to be made in both planning and administering an estate. These may include:

Estate Planning

Wills
Revocable living trusts
Irrevocable trusts
Generation-skipping trusts
Charitable trusts, foundations, and giving programs
Powers of attorney for financial matters
Health care proxies and living wills
Estate, gift, and generation-skipping transfer taxes
Minimize tax payments and maximize your assets

Estate & Trust Administration

Will and trust contests
Will and trust construction
Intestacy and determination of heirs
Spousal rights
Challenges to joint financial accounts and other joint property
Creditor claims
Breach of fiduciary duties
Estate tax apportionment proceedings

Estate Litigation

Litigation involving federal transfer taxes and related state taxes in federal and state courts
Represent clients on income, gift, estate and other tax matters with the Internal Revenue Service and other courts and administrative and regulatory agencies

Eldercare Planning

All aspects of estate planning for the elderly
Asset management
Planning for institutional care
Consideration of difficult and emotional life support decisions
Guardianship and conservatorship proceedings

Family Business Planning

Business succession planning
Solution to transition your specific business to the next generation while maintaining control until the appropriate time
Address ways to leave an inheritance to non-business heirs without burdening the operation of the business

Charitable Giving

Incorporate wishes for charitable giving in all aspects of your estate plan
Offer a variety of alternative solutions to meet your charitable goals

Asset Protection and Medicaid Planning

Asset protection planning
Medicaid planning and qualification
Manage and transfer your assets to your spouse, children, charities and others to maximize their benefits

Attorneys

Contact us

To resolve your legal matters, contact the attorneys at Fix Spindelman Brovitz & Goldman today.

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