Home » Practice Groups » Estates and Trusts

The protection of assets and their transfer to future generations require an understanding of the unique goals of the client. This personalized planning also requires a mastery of the legal complexities of wills, trusts, business succession and retirement  planning, and related estate and gift  tax laws.

The attorneys in our Estates and Trusts group counsel individual clients and their families, closely-held businesses, charitable foundations and fiduciaries in this important area of the law.  We assist clients in the preparation of wills, trusts and other documents directing the management and transfer of their property. Understanding that clients are concerned about long term preservation of assets, we incorporate counsel on estate and gift tax issues as part of the estate planning process.  We also assist clients and their families in anticipating the difficult transitions that may occur in the event of incapacity and help them navigate the maze of regulations related to medical and nursing home care.

We assist closely-held businesses in the preparation of agreements and compensation arrangements designed to keep the business in the family, including family limited partnership and limited liability company agreements, as well as shareholder buy-sell agreements.

Our attorneys are also experienced with sensitive estate and trust matters, including estate litigation, appellate proceedings, and estate, gift and income tax audits. Our services include probating a decedent's will and preparing the appropriate estate tax and fiduciary income tax returns and accountings.

We also provide services to our clients who act in a fiduciary capacity, including the appointment of fiduciaries, directing the creation of fiduciary accounts and serving as counsel during the resolution of will and trust disputes.  Additionally, we serve as advisors regarding the formation and administration of charitable trusts and private foundations.

Click here to view a PDF of Estates & Trusts Capabilities

For more information, contact:

Patrick L. Emmerling, Esq.
Jaeckle Fleischmann & Mugel, LLP
Avant Building - Suite 900
200 Delaware Avenue
Buffalo, NY 14202-2107
Direct: 716.843.3913
Tel:  716.856.0600
Fax: 716.856.0432
pemmerling@jaeckle.com