Contact Us For A Free Consultation

Trusts and Estates

When you need a lawyer, you want results.  Parisi, Coan & Saccocio, PLLC has extensive experience both in estate law and tax law which is vital in advising our clients when it comes to estate and trust planning, so as to help avoid the pitfalls and dangers involved when taking part in these processes. We are client focused, creative, and dedicated to protecting and pursuing your rights. 

Estate Planning

A legal estate plan provides protection for your family and finances after you die, and minimizes the difficulty, taxes, and court involvement that may otherwise be needed. Putting together a complete estate plan includes thinking about unexpected situations such as divorce, having a medical condition that makes you unable to take care of yourself, what happens if one spouse dies before another, and much more. Everything you own and control, such as bank accounts, vehicles, and personal belongings are part of your "estate". Areas covered by an estate plan include your personal health care decisions, protecting your assets from long-term skilled nursing care costs, leaving instructions for the benefit of minor children, managing complex financial assets, and tax planning for future generations.

Estate Planning Services Include:

  • Drafting Wills2535

  • Revocable  Trusts

  • Medicaid Planning

  • Medicaid (Asset Protection) Trusts

  • Creating Living Wills and Health Care Proxies

  • Preparing Powers of Attorney

  • Supplemental Needs Trusts

  • Estate Tax Planning

Estate and Trust Administration

Estate and trust administration involves the arranging of someone’s assets, paying the appropriate expenses and creditors, preparing, and filing all applicable tax filings, and making proper distributions to the beneficiaries. To administer an estate the Surrogate Court must appoint a fiduciary to act on behalf of the estate. These fiduciaries are people who manage the assets or property of another person such as an executor who is named in a will. If a person does not have a will, the Surrogate Court must appoint an Administrator of the estate.

We have the experience to assist with the legal paperwork, strict deadlines and numerous other issues involved during what can often be a complex estate administration process.

Estate and Trust Administration Services Include:

  • Preparation of Petition for Probate

  • Appointment of Executor

  • Preparation of Petition for Letters of Administration

  • Appointment of Administrator

  • Preparation of Petition to Settle the Account of an Executor or Trustee

  • Preparation of Petitions by An Executor to Settle Personal Injury and/or Wrongful Death Actions on Behalf of An Estate.

  • Estate Tax Return Preparation

  • Legal Advice about Estate and Gift Tax Audits

Estate and Trust Litigation

Our Trusts & Estates Attorneys understand that you’ve just lost a loved one, and you’re not just battling grief – you’re also battling specific legal obstacles involved in estate law. This is a difficult time and retaining estate litigation counsel is the wisest choice you can make.

Our knowledge of the New York Estates, Powers & Trusts Law (EPTL), Surrogate Court Procedures Act (SCPA), and other estate laws and case precedent is important in guiding you through such times. Our New York trusts and estates team is at your side.

Fiduciary Litigation

  • Breaches of Fiduciary Duties
  • Removal of Fiduciaries
  • SCPA 2103 Discover Proceedings
Probate Litigation

  • Estate Claims
  • Representation of Beneficiaries
  • Challenging/Contesting a Will
  • Spousal Right of Election
Other Litigation

  • Contested Accountings
  • MHL Article 81 Adult Guardianship Proceedings
  • Wrongful Death/Pain and Suffering Recovery
  • Power of Attorney Abuse

Schedule A Free Case Evaluation

Our attorneys focus on your needs, and we will use our experience, creativity and dedication to make sure you get the justice you deserve. Share your case with us now for a free consultation.

OUR OFFICE

376 Broadway
2nd Floor
Schenectady, NY 12305
(518) 377- 9096

112 W. 34th Street
18th Floor
New York, NY 10120
(212) 946 – 4963

401 Congress Avenue
Suite 1540
Austin, TX 78701
(737) 226 - 2113

Title IX and Student Misconduct Inquiries
(212) 946- 4963

Emergency Title IX and Student Misconduct Assistance
(737) 226 - 2113