"Put not your trust in money, but put your money in trust."
Oliver Wendell Holmes, Sr.

Practice Areas

Providing Cutting Edge Legal Advice in Estate Planning

With offices in New York City, Maurice Kassimir & Associates, P.C., is able to serve clients in the entire New York City Metropolitan area, including Long Island, New Jersey, and southern Connecticut. The firm also serves clients in upstate New York as far north as Albany. Many of the law firm’s clients spend winter months in Florida. Our attorneys have the skills and experience to provide clients with estate planning tools tailored to their specific needs and desires.

The firm’s array of services include planning for:

  • Estate Tax Savings
  • Strategies for Closely Held Businesses
  • Retirement and Employee Benefits
  • Minimum Distribution Planning for IRA’s and Qualified Plans
  • Lifetime Gift Giving
  • Generation Skipping Transfers
  • Charitable Giving (Foundations; Remainder and Lead Trusts)
  • Non-Citizen Spouses and Expatriation
  • Business Succession
  • Income Tax Planning with Defective Grantor Trusts
  • Valuation Discount Planning Through Family Limited Partnerships and Limited Liability Companies
  • Asset Protection Strategies
  • Life Insurance Planning
  • Insurance Cost and Risk Analysis
  • Using Pre-Tax Qualified Plan Money and IRAs to Purchase Life Insurance
  • Domicile-Residency Issues

To meet client needs, the firm is adept at the preparation of:

  • Last Wills and Testaments
  • Insurance Trusts
  • Qualified Terminable Interest Property Trusts (QTIP)
  • Qualified Domestic Trusts (QDOT)
  • Revocable Living Trusts
  • Charitable Lead and Annuity Trusts (CLAT, CLUT)
  • Charitable Remainder Annuity and Unitrusts (CRAT, CRUT)
  • Grantor Retained Annuity and Unitrusts (GRAT, GRUT)
  • Qualified Personal Residence Trusts (QPRT)
  • Custom Beneficiary Designations
  • Living Wills
  • Health Care Proxies
  • Powers of Attorney
  • Family Limited Partnership Agreements
  • Shareholder Agreements
  • Partnership and Limited Liability Company Operating Agreements
  • Pre- and Post-Nuptial Agreements
  • Private Foundations

Other areas of expertise include:

Contact the experienced lawyers at Maurice Kassimir & Associates, P.C., and let us help you put together an estate plan designed to protect your estate and those whose future you cherish most.

Plan Today, Save Tomorrow

If you are looking for the very best legal advice in estate and succession planning, or estate and trust administration, contact the law firm of Maurice Kassimir & Associates, P.C.

(212) 944-1377

Providing sophisticated estate planning to insure the accumulation, preservation and transfer of wealth for clients in the New York Metro area.

Contact Us

Let's talk about your needs and how we can help