Estate Planning

Tamkin & Hochberg’s estate planning department provides counsel to individuals on all estate planning matters including income, gift, estate, and generation-skipping transfer tax planning, charitable giving, the structuring of ownership and preservation of family-owned businesses and property, as well as other more complex estate planning strategies, such as Grantor Retained Annuity Trusts. The firm also provides counsel to Personal Representatives (executors), trustees and other fiduciaries in connection with estate and trust administration, and provides trustee services for numerous trusts.

Tamkin & Hochberg offers estate planning on a flat fee basis, and regularly provides counsel related to numerous types of estate planning documents including:

  • Wills
  • Revocable Living Trusts
  • Credit Shelter Trusts
  • Irrevocable Trusts
  • Irrevocable Life Insurance Trusts
  • Insurance Trusts pursuant to a divorce decree
  • Charitable Remainder Trusts
  • Grantor Retained Annuity Trusts and other complex gifting strategies
  • Asset Protection Trusts
  • Special Needs Trusts
  • Durable Powers of Attorney
  • Health care Proxies

As part of an estate planning package developed¬†after an initial, no-charge, consultation, Tamkin & Hochberg takes the time to develop a relationship with clients and to understand their needs and desires, and formulates a personalized plan for each client.¬† The estate planning offered by Tamkin & Hochberg always includes detailed ongoing counsel regarding updating beneficiary designations and funding revocable trusts so that client’s estate planning goals are met, and assets pass freely to loved ones and are not tied up in probate court.