Probate

Allen, Morris, Troisi & Simon, LLP
Attorneys at Law

Probate

Wills, Trusts, and Estate Planning

The attorneys at Allen, Morris, Troisi & Simon are experienced in the preparation of wills and trusts. We can represent those who desire a simple instrument to accomplish specific goals, as well as preparing more complicated instruments to take advantage of the varied ways to reduce estate tax obligations.

Our attorneys will consult with you to determine the best estate planning method to accomplish your intended goals. Drafts of the documents intended for your use are prepared for you to review. Once you understand the nature of the documents and are satisfied that they reflect your intent, an appointment is made for you to execute the documents in our offices.

The documents which are commonly executed by our clients include the following:

Wills
Durable Powers of Attorney
Health Care Proxies
Health Care Instructions
Trusts

Why do you need a will or trust?

If you have children, you want to determine who will act as their guardian if you are unable to do so.
If you have family heirlooms or possessions of sentimental value, you may want to direct who will get them.
If you have a child with special needs, you want to insure that your assets are used to care for them properly.
If you have substantial assets, you want to use the opportunities available under the tax code to reduce your estate tax obligations as much as possible. This will help provide that your hard earned savings will go to your family as you intend.

These are only a few of the reasons for executing a will or trust.

If you would like to know more about our services, or would like to retain us to prepare your will or probate an estate, please contact us at Allen, Morris, Troisi & Simon is located at 112 East 19th Street, New York, New York 10003. Our telephone number is (212) 353-0040, and our fax number is (212) 505-8652 or you can contact us by e-mail by clicking on the firm's e-mail link webmaster@amtands.com.