Family Wealth and Estate Planning

R. Thompson Gilman
Phone #: 585-987-2848
Fax #: 585-987-2948
Email:

 

The attorneys in our group offer counsel and representation on all matters involving estate planning, administration, charitable giving, planning for the elderly and infirm, and other issues that often involve family members. They handle these areas with great care and sensitivity, while providing counsel that best protects an estate's assets.

 

Our services include:

• Estate planning, Wills & Living Trusts and Irrevocable Trusts;

• Planning for business owners, including succession planning and choice of entity;

• Planning for retirement benefits;

• Wealth transfers to individuals, trusts and charities;

• Elder law, Medicaid and other long-term health care issues;

• Disability planning and guardianships for exceptional children and disabled individuals;

• Preparation of Powers of Attorney, Living Wills and Health Care Proxies;

• Estate administration and post-death tax planning;

• Estate litigation;

• Assistance to individual and corporate fiduciaries in estate and trust administration;

• Shifting income to children and funding for college education.