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At Weiss Zarett, we help individuals and families plan for their future by creating customized, intergenerational estate plans to protect clients, their loved ones, and the assets on which they rely. Whether you are navigating the complexities of caring for elderly parents or securing the future for minor children, our experienced attorneys and staff guide you through every step—from planning to implementation—to provide true peace of mind in an uncertain world.
Our Mission: To warmly and strategically guide our clients through the legal complexities of caring for those relying on them—both older and younger—as part of the sandwich generation.
Estate planning encompasses issues including inheritance planning, ensuring your wishes are protected in case of incapacity during your lifetime, asset protection, planning for minors, and tax mitigation.
Probate is the Surrogate’s Court process by which a Will is declared valid and an Executor allowed to implement its provisions.
Estate & Trust Administration involves the legal management, valuation, and distribution of a deceased individual’s assets and trust funds in strict accordance with their estate plan and New York law.
Elder Law helps individuals put a plan in place to age with dignity and according to their wishes, including Medicaid planning and applications.
Special needs planning establishes specialized legal structures, such as Supplemental Needs Trusts, to secure the financial future and care of a loved one with a disability without compromising their government benefits.
Estate Planning generally refers to legal planning to protect yourself, your family, and your assets during your lifetime—including any period in which you are incapacitated—and to direct your assets after your death.
Many people mistakenly believe that estate planning is only for the wealthy, but a well-structured estate plan acts as a vital safety net that can:
Helping families navigate estate planning while caring for both aging parents and children.
| During Our Lifetimes | At Death |
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Basic Planning. In New York, lifetime planning includes advance medical directives (Health Care Proxy, Living Will and HIPAA Authorization), a financial directive (Power of Attorney), and a designation of Standby Guardianship for parents with young children.
With basic planning, the inheritance is expected to pass either directly by beneficiary designations or through the Probate process pursuant to the Last Will & Testament. In many cases a Trust is used to achieve planning objectives like asset protection for descendants and minors, Probate avoidance and tax mitigation. A trust can be a useful and flexible tool to protect and direct the use of the inheritance being left for family or others.
To learn more about estate planning as it relates to you and your family specifically, please click below to schedule a meeting with someone from our team.
3333 New Hyde Park Road
Suite 211
New Hyde Park, NY 11042
Call Us 516-627-7000
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