Estate Planning and Administration  
 







 

 

 

 

 

Our Estate Planning and Administration Attorneys are: Howard M. Helsinger, Brett N. Cagan, Steven A. Felsenthal, Michelle M. Huhnke and Richard A. Sugar

Estate planning and administration is a core practice area at Sugar, Felsenthal, Grais & Hammer LLP. Our expertise and experience enable us to handle the most complex, sophisticated and challenging estate planning matters as well as difficult estate related family disputes.

Our focus is on helping clients achieve their planning objectives. We bring practicality, sound business judgment, and sensitivity to the goals of preserving capital, diminishing taxes and securing maximum control over assets, now and well into the future. We are proud to represent many of our clients’ families over several generations.

Our approach is interdisciplinary and comprehensive, merging tax planning, (including gift, estate, and income tax considerations), business and succession planning, asset protection, and other elements as appropriate.

Our experience and technology permit us to tailor each plan to our clients' needs, while keeping the planning as flexible as possible to anticipate changes.

In the administration of estates and trusts we represent executors and trustees, coordinate the daily administration process, and prepare all necessary accountings, documentation, and estate and gift tax filings. We also have extensive experience representing individuals and institutions in will contests, trust litigation, and tax proceedings.

We provide solutions in areas such as:

  • Multigenerational estate planning
  • Estate, gift, and income tax minimization
  • Business succession and disposition strategies
  • Partnership and LLC interests
  • Intellectual Property issues
  • International issues
  • Asset protection strategies
  • Marital agreements
  • Charitable planning
  • Executive benefits and retirement plans
  • Estate and trust administration
  • Post death estate planning
  • Disputes, contests and estate litigation

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We value the trust our clients bestow on us.

 

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