At Lippes Mathias, our Trusts & Estates group of creative planners and tax advisors will ensure your estate plan meets your goals. Our attorneys can help you with everything from drafting a straightforward power of attorney to meeting with you and your financial team to develop an aggressive, tailored tax planning strategy. We utilize the best techniques available to ensure that your estate plan will withstand the test of time
Lippes Mathias provides counsel on all aspects of estate and succession planning. From taking advantage of tax laws to asset management, our planning services provide you with a well-crafted strategy to achieve your personal and family goals.
Our expertise helps you preserve a lifetime of hard work, by protecting, strengthening, and transferring assets from one generation to the next.
We will also assist you in understanding your needs and objectives to tailor a plan that fits your individual situation with enough flexibility to withstand the changing tax and economic environment.
- Advance Directives
- Estates & Tax Planning
- Estate & Trust Administration
- Generational Wealth Transfers
- Surrogate’s Court Practice
- Wills & Probate
Related ContentView All
David E. Siegfeld Serves as Judge for Blackstone LaunchPad at the University at Albany’s Innovation Competition
April 29, 2022
David E. Siegfeld Serves as a Judge for Blackstone LaunchPad at the University at Albany’s Innovation Competition
April 28, 2022
Jessica M. Peraza Appointed to the ECBA Volunteer Lawyers Project’s Rising Champions for Justice Board
January 20, 2022
Courtney J. Donahue Tasner Co-Presents Case Study to the Western New York Estate Planning Council
December 8, 2021