Estate Planning / Asset Protection

Our experienced estate planning attorneys can help you implement strategies to transfer your hard-earned assets to your beneficiaries, while limiting administrative expenses and tax consequences. With expertise in revocable and charitable trusts, wills, medical and financial surrogates, and conservatorships for minors and adults, we will help protect your family through all stages of your life.

A Trust is commonly created as part of one’s estate and the administrator (Trustee) oversees the distribution of the estate’s assets. Legal title is transferred to the Trustee but the beneficiaries are able to enjoy the benefits of assets placed in the trust as permitted by the trust document. Trust Administration is the process of managing the property of another person, whether that person is living or deceased. The trustee is responsible for managing assets placed in a trust, intended to protect a person’s property. The obligations of the trustee include keeping accurate records, seeking professional advice when applicable, paying necessary taxes, and making reports to beneficiaries of the trust.

Asset Protection is a planning strategy to protect one’s personal assets as permitted by law from potential creditors in the event of a lawsuit. However, asset protection is recommended as a precautionary method long before any litigation.

We have many years of experience in counseling individuals and their families in how to plan and protect their assets and estates. We work with estates of varying sizes and complexities and are proficient assisting on very complicated and potentially volatile situations. Our services include:

  • Revocable trusts and trust funding
  • Irrevocable trusts for gifting and asset protection
  • Charitable trusts to reduce tax liabilities
  • Wills, probate, and trust administration
  • Medical directives, proxies, and living wills
  • Elder law and long-term care provisions

The attorneys at Hymson Goldstein Pantiliat & Lohr, PLLC have years of experience in counseling individuals and their families in how to plan and protect their assets and estates. We work with estates of varying sizes and complexities and are proficient assisting on very complicated and potentially volatile situations. Our attorneys also have years of experience in Probate and Civil Litigation.

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ARIZONA - 14500 N. Northsight Blvd. Suite 101 Scottsdale, AZ 85260 Phone 480-991-9077 Fax 480-443-8854
NEW YORK - 895 Cambridge Road Woodmere, NY 11598 Phone 516-596-8366 Fax 480-443-8854