Creating Customized Estate Plans to Preserve Family Wealth.
The attorneys at the law firm of Maurice Kassimir & Associates, P.C., are committed to providing clients with efficient and comprehensive legal services to assist in the accumulation, preservation, and transfer of wealth.
This involves carefully listening to our clients in order to understand their goals and objectives, so that a customized plan can be created and tailored to their needs. Contact us about putting together your customized estate plan.
Since the law firm’s inception in 1991, the lawyers at Maurice Kassimir & Associates, P.C. have helped hundreds of clients save millions of dollars in gift and estate taxes and to avoid the financial and emotional pitfalls of failing to plan. The firm’s attorneys work closely with a client’s existing attorneys, accountants, insurance agents, and other advisors to develop the optimum estate plan.
Staying Informed on Changes in Estate and Tax Laws and Keeping Clients Informed.
By focusing exclusively in the area of estate planning, Maurice Kassimir & Associates, P.C.’s attorneys are able to stay abreast of the latest developments in the law, and often anticipate new legal developments-to their client’s advantage. The attorneys at Maurice Kassimir & Associates, P.C. have the sophistication to provide their clients with the most current estate planning opportunities. They develop a detailed knowledge of each of their clients’ financial and family situations, and are able to recommend changes in planning in a timely fashion to preserve and maximize the family’s wealth.
Some of the estate planning tools employed by the firm include wills; revocable trusts; charitable contributions; family and business entities including family limited partnerships, (FLPs), limited liability companies (LLCs), and other forms of closely held corporations, grantor trusts, life insurance trusts, assets, protection strategies, and other structures and plans to reach family objectives.
At Maurice Kassimir & Associates, P.C., our lawyers serve individuals, closely held businesses, private foundations, estates, trusts, and their beneficiaries in the New York Metropolitan area, including Nassau and Suffolk Counties on Long Island, northern New Jersey, southern Connecticut, and upstate New York, as far as Albany. A good many of the firm’s clients spend their winters in Florida, in such communities as Miami, Ford Lauderdale, Palm Beach, and Boca Raton.
Contact the attorneys at Maurice Kassimir & Associates, P.C., for state-of-the-art estate planning designed to preserve your family’s wealth and direct it to the persons you desire.