Estates & Trusts Practice
Rivera Law, PLLC offers assistance in all aspects of Estate Planning, with an overarching goal to ensure that your personal matters and financial affairs are appropriately handled and structured. Our estate planning services include the drafting of wills and trust agreements. We utilize traditional and sophisticated planning tools, to include advanced trust vehicles, to develop a wealth transfer plan that minimizes the tax impact from income, gift, estate and generation-skipping transfer taxes.
Throughout our planning, we will seek to develop thoughtful solutions to issues related to family business succession, second marriages, and dependents with special physical or emotional conditions that may trigger the need for appointment of a guardian.
We also work with clients to help them realize their charitable objectives by structuring charitable giving plans. We advise clients on the tax implications of charitable gifts and on the establishment of charitable entities and charitable trusts.
Our attorneys appear before surrogate’s court to handle the probate of estates and, when necessary, to challenge wills offered for probate.
We can assist clients with a variety of estate planning and administration services, including:
- Durable Powers of Attorney
- Health care proxies and living wills
- Estate and trust administration
- Revocable and irrevocable trusts
- Charitable planning and charitable trusts
- Succession planning for closely held businesses
- Article 17 Guardianships