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Serving New York and Long Island

New York Lawyer for Wills, Trusts & Estates

Legal Concerns Regarding Wills, Trusts & Estates

The Law Office of Anthony T. Ballato provides a full range of Estate Planning, Administration, Probate and Elder Law services as well as strategies to help construct and implement a customized Estate Plan. He offers legal services and consultations in a caring, professional and cost effective way.

It’s difficult and often confusing to plan for the distribution of wealth or assets upon death or incapacity.  Poorly designed wills and insufficient planning can create a number of problems during hospitalization or after your death, making good estate planning and strong wills a necessity.

Trusts
Most estates contain complexities that cannot be simply addressed with a boilerplate approach to his or her planning.  The lawyer evaluates the needs of each client and their estate planning goals to ensure that the appropriate trusts are created.  Examples of these include supplemental needs trusts, testamentary trusts, living trusts, Medicaid qualified trusts, revocable trusts and pour-over-wills.

What about Probate?
Some of our clients’ principle concerns is the cost of probate. To avoid probate, we use a variety of trusts or lifetime transfers that effectively avoid the necessity of probate. As this approach does not apply to all situations, when probate is required, our law firm handles all aspects of probate and estate administration and proceedings as well as estate litigation, will contests and miscellaneous proceedings.

Complex Estate Planning – Providing for others
Some estates require specialized planning to provide for others including health care proxies, living wills, powers of attorney and supplemental needs trusts.  The lawyer works with you to identify and address instances when additional actions are required to fulfill these anticipated needs.

Protecting Trusts & Wills
Even with the most well-crafted wills, litigation or disputes may arise about the meaning or validity surrounding an estate or the due execution of a Will.  Powers of attorney and asset transfers are considered in addition to probate and litigation services.  The law office also provides counsel for protection against creditors’ claims and helps ensure that the right relationships are created when it comes to defining roles as custodians, executors, trustees and fiduciaries.

Our process
We are considerate of client needs. We respond to all calls and correspondence promptly.  Our law firm also takes into consideration that certain deadlines and unexpected emergencies arise.

We are here for our clients and their families as their lives change and the services they need evolve.

  • Estate planning and Administration
  • Probate and Administration Proceedings
  • Living Trusts, Pour Over Wills
  • Supplemental Needs Trusts
  • Testamentary Trusts
  • Living Trusts
  • Surrogate Court Proceedings
  • Miscellaneous Proceedings
  • Elder Law and Medicaid Planning
  • Deed with Life Estate
  • Will Contests and Disputes
  • Creditor’s Claims and Defenses
  • Guardianships
  • Powers of Attorney
  • Custodians, Executors, Trustees and Fiduciaries
  • Living Wills, Health Care Proxy
  • Life Insurance Trusts
  • Family Limited Partnerships
  • Last Will and Testament