Thomas,
        Collison & 
                 Meagher

Your Subtitle text

Trusts, Estates & Wills

Thomas, Collison, Meagher & Seiden offers comprehensive estate planning services and expertise in all aspects of estate and tax planning and the administration of estates and trusts. We are committed to developing plans specifically tailored to best meet each client’s unique needs.  We have extensive experience in preparing a variety of estate planning documents, such as wills, revocable living trusts, irrevocable trusts, special needs trusts, charitable trusts, and powers of attorney.  We also assist in planning for medical treatment decisions through the preparation of health care proxies and living wills.  Our attorneys can also counsel clients on the estate, gift, and generation-skipping transfer taxes and develop a plan to minimize these taxes to help ensure that assets will pass consistent with each client’s wish. 

Our practice provides counseling and guiding executors, administrators, and trustees in the many decisions to be made in planning and administering an estate or Trust by guiding fiduciaries throughout the entire administration and settlement process.  

As a small firm we provide the personal, individualized attention with the skill, professionalism and quality that larger practices may not be able to provide. 

Our specific services include:

  • Preparation of wills, trusts, and estate plans.
  • Preparation of advanced directives, including power of attorney and health care proxy forms.
  • Advice and planning to reduce estate and gift taxes and to minimize the cost of probate.
  • Advising family business owners about the best methods to transfer the business to the next generation of owners.
  • Advice regarding taxation of distributions from employee benefit plans, including pensions, annuities, IRA's and Keogh's.
  • Tax reduction through charitable giving by creation of charitable foundations, charitable remainder trusts, charitable lead trusts and donor advised funds.
  • Preparation of federal and state estate and gift tax returns.
  • Preparation and settlement of accountings by executors and trustees.
  • Trust and estate litigation in Surrogate's Court.
  • Elder Law services, including nursing home and Medicaid planning, and assistance with Medicaid Applications and Social Services procedures and hearings.
  • Guardianship Services, including representation of Petitioners and interested parties in Supreme Court, ongoing advice and representations to appointed Guardians, and preparation of initial and annual reports.

 

Elder Law

Our Elder Law is a significant part of our practice concentrating on educating and informing clients of their financial and health care decisions and the uses of durable powers of attorney, living wills and health care proxies, trusts, wills, and long-term care insurance.  Our attorneys have vast experience with the laws and regulations that impact this area of law. 

In addition, we provide a large array of estate planning and transfer planning services specially designed for elderly clients and clients with special needs or disabilities. In developing a plan, we also evaluate the estate tax exposure and encourage flexible planning which will be effective in any situation our clients or their estates may face.

We assist clients and their families with long-range planning for disability and with the practical details of long-term care, if that becomes necessary.  We counsel clients on asset protection planning, including Medicaid planning and qualification. 

Thomas, Collison, Meagher & Seiden is sensitive to the emotional, medical and financial needs of our clients and their families, particularly in crisis situations when an elderly client is no longer able to live independently due to physical or mental reasons, yet wishes to retain as much personal authority as possible and be assured of a high quality of life.  We strive to give clients confidence in and control over their future.

Website Builder