Estate Planning

The law firm takes great pride in many of its highly successful and high net worth individuals for whom the firm provides counsel. In connection with such representation, Oppenheim Pilelsky assists its clients in determining how best to structure their holdings, as well as assisting such individuals in disposing of such assets during and after their lifetime. Such financial planning naturally concerns minimizing a variety of estate related taxes, while at the same time, protecting assets from third party creditors.

However, prior to providing any legal advice it is the nature of our practice to make sure that we know our clients and their personal goals well. Thus, once we understand your financial needs, we are then in a much better position to be able to address those needs.

Frequently, the firm will advise for the formation and funding of a family limited partnership which provides, among other things, asset protection, a positive method of control and a long term plan for the accumulation of wealth that will remain outside of one’s taxable estate.

Naturally, the firm is routinely involved with the preparation of Revocable Trusts, Wills, Irrevocable Trusts, Irrevocable Life Insurance Trusts, Durable Power of Attorneys and Living Wills.

In addition, the firm has been involved in the negotiation and preparation of pre- and post-marital agreements in order to protect the assets of individuals prior to or during their marriage.

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