Estate Planning Attorneys

Natisha Matthews, Esq.

The Law Office of Aaron I. Katsman has a devoted estate planning division. We are a group of legal professionals who specialize in helping individuals and families with the creation and management of their estate plans. Estate planning involves making decisions regarding the distribution of assets, managing taxes, protecting assets, and making arrangements for incapacity or end-of-life care. Our areas of specialty are:

  • Wills & Trusts
  • Advance Healthcare Directive (Living Will)
  • Power of Attorney (Healthcare, Financial)
  • Estate Administration & Probate
  • Special Needs Trusts

Here are some of the services and advantages of working with us:

Customized Estate Plans

We will assist you in creating a personalized estate plan based on your specific needs and goals. Your dedicated attorney will work with you to assess your assets, family and financial circumstances to develop a plan that aligns with your wishes. Your estate plan will include your will and, as needed, one or more trusts thus ensuring that your assets are protected from taxes and probate, to the degree the law permits, and to ensure financial distributions follow your wishes, thereby minimizing potential conflicts or disputes among beneficiaries.

We also set up your powers of attorney, advance healthcare directives, or living wills, which spell out your wishes and grant authority to trusted individuals to act on your behalf and make medical or financial decisions if/when you are unable to do so.

Minimizing Estate Taxes

There’s no escaping taxes, or is there? Our estate planning attorneys have in-depth knowledge of tax laws and can help you structure your estate plan to minimize estate taxes. We can employ strategies such as gifting, charitable giving, or establishing trusts to protect your assets and reduce tax liabilities.

If you have concerns about protecting your assets from creditors, lawsuits, or other potential risks, your estate planning attorney can guide you on strategies to safeguard your wealth. They may suggest the use of trusts, limited liability entities, or other legal mechanisms to shield your assets.

Multigenerational family enjoying dinner-estate planning

Probate and Estate Administration

In the event of you or a loved one’s passing, we can assist with the probate process and guide the executor or administrator in carrying out their duties. We can handle the legal complexities, ensure adherence to legal requirements, and help expedite the administration of the estate.

Peace of Mind: By working with an estate planning attorney from The Law Offices of Aaron I. Katsman, you gain the peace of mind that your wishes will be accurately documented and legally enforceable. You can rest assured that your loved ones will be taken care of, and your assets will be distributed according to your intentions.

Special Needs Trust

A special needs trust, also known as a supplemental needs trust, is a legal arrangement designed to provide financial support and protect the assets of an individual with special needs or disabilities. The primary goal of a special needs trust is to enhance the quality of life for the beneficiary without jeopardizing their eligibility for government benefits such as Medicaid or Supplemental Security Income (SSI). The attorneys at The Law Offices of Aaron I. Katsman are very familiar with this type of trust. Because the beneficiary of a special needs trust is typically a person with physical or mental disabilities, developmental disorders, chronic illnesses, or any other condition that requires ongoing support and care, we work with you in appointing a trustee who will make sure the trust funds are handled responsibly and in the best interest of the beneficiary. We also work with you on asset protection from outside sources.