Trusts & Estates

We know that providing for your family and taking care of your property is extremely important. At Elliott Stern Calabrese LLP we pride ourselves on helping our clients at every stage of their lives. On the most basic level, we assist clients in planning for future contingencies, such as death or incapacity, by preparing necessary documents. At a more heightened level, we provide tax planning assistance to those clients with significant financial wealth and sophistication by developing plans that reduce or eliminate tax consequences. We help all individuals and families develop their thoughts on how and when to transfer wealth and to whom. We welcome all individuals regardless of their financial sophistication and, consistent with this approach, do not impose a minimum net worth requirement on our clients.

In the areas of estate planning and estate and trust administration we provide the following services:

  • Education and Support Trusts for Children
  • Trusts for Children with Special Needs
  • Marital Deduction and Credit Shelter Family Trusts
  • Life Insurance Trusts
  • Generation Skipping Trusts
  • Family Limited Partnerships Personal Residence Trusts
  • Charitable Trusts