Trusts & Estates

The firm has a long history of providing estate and trust planning and related services to its clients. Notably, the careful and thorough personal representation by former name partners Frederick Ballen and Irving Ballen of their many diverse clients has been instrumental in the development of the firm's current trust and estate practice.

The firm continues its strong commitment to the trusts and estates department and has in recent years developed one of the largest and strongest departments in the New York metropolitan area. The practice includes basic and sophisticated estate planning for a wide variety of clients, international estate planning, the administration of estates and trusts, estate and gift tax appeals, business succession planning, charitable gift planning and exempt organization work, and resolution of disputes in the New York Surrogate's Court. The firm has fourteen full-time trust and estate partners with an average of over thirty years experience in the field, along with a cadre of associate attorneys, legal assistants, accountants and other support staff. In addition, several other partners of the firm devote a substantial portion of their time to trust and estate matters.

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