The trusts and estates practice group of Boylan, Brown, Code, Vigdor and Wilson includes estate planning attorneys who are experts in a wide range of estate related legal issues. In addition to estate planning, our Rochester attorneys are experienced at estate and trust administration as well as counseling institutions and individuals on how to fulfill their fiduciary duties.

An estate is all of the property owned by an individual. The property can be actual property (real estate) or personal property (all property that is not real estate). Estate planning allows for the smooth distribution of an estate through wills, trusts, inter vivos gifts and other methods. Efficient estate planning not only ensures the wishes of the living estate owner are carried out, but it can also minimize the state and federal taxes that may be applicable at the time of its transfer and protect other interests of the estate owner.

Efficient estate planning begins with a thorough understanding of the exact nature of the estate that is being examined. Our attorneys have extensive experience in developing complete and clear client asset profiles. We can also clearly establish how the client wants their estate distributed. With these two critical pieces of information we can then plan your estate distribution in the most efficient, legal manner possible. There are three main tools for efficient estate transfer: wills, trusts and inter vivos gifts (this is where assets are transferred before the death of the estate holder). For those estates that need more complex structuring we have the proven expertise to set up everything from family limited partnerships to charitable foundations.

Each estate planning attorney at Boylan Brown has experience in the administration of all types of estates and trusts. We are able to administer estates and trusts in a manner that is compliant with the intent of the estate plan, but that meets all of the legal and individual needs that can arise. Our estate expertise is often called upon by banks, institutions and individuals who have been asked to take on the fiduciary duties of a trust.

A successful estate plan takes into account the needs of the estate owner, the beneficiaries and the taxation issues and it provides peace of mind for the estate owner. At Boylan Brown we are proud of the vital service our Rochester attorneys provide in this challenging area of law.

If you would like to learn more or contact an estate planning attorney please contact us at:

Boylan, Brown, Code, Vigdor & Wilson, LLP
2400 Chase Square
Rochester, New York (NY) 14604
Phone: (585) 232-5300
Fax: (585) 232-3528
Contact: Robert E. Brown
Website: www.boylanbrown.com