- Estate, Gift, & Family Philanthropic Planning
- Trust & Estate Administration
- Estate & Fiduciary Litigation
- Fiduciary Accounting
- Real Estate
- IFF Advisors of NY, LLC
Our expertise gives us the ability to advise and navigate our clients through the complex nature of the federal estate and gift tax system, allowing our clients to most effectively utilize sophisticated tax minimization strategies. We also advise clients with complex family situations to ensure their assets pass to the intended beneficiaries in the most efficient manner.
Our services include:
- Planning and implementing complex wills, revocable living trusts, powers of attorney, living wills and health care proxies;
- Planning to effectively utilize transfer tax exemptions and properly designed marital trusts;
- Statutory estate tax planning with the use of Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), and other asset freeze techniques;
- Planning with life insurance, including implementing Life Insurance Trusts and other advanced life insurance strategies;
- Succession planning and implementation of the transfer of family business and investment interests through various trusts, transfer techniques, buy-sell and transfer agreements, and associated insurance planning;
- Forming Family Limited Partnerships and Limited Liability Companies to protect, preserve and increase family wealth for future generations;
- Charitable planning, including forming and implementing Private Foundations, Charitable Lead Trusts (CLATs), Charitable Remainder Trusts (CRATs), and Charitable Foundation Trusts;
- Special needs planning including implementing Supplemental Needs Trusts;
- Designing and implementing domestic and international asset protection strategies.
To help us best accomplish our clients’’ estate and tax planning, we employ the latest computer technology, enabling us to communicate more effectively with our clients and help them understand the estate tax planning process.
In addition, we are cognizant of the importance of working as a team with other professionals such as accountants, insurance professionals and money managers. We realize that by assembling such a team we will ultimately serve our clients' best interests in their wealth transfer planning.
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