ESTATES, TRUST & ELDER LAW
At KAPLAN & GREENSWAG LLC, we help our clients identify and implement appropriate strategies for the management, conservation and succession of individual, family and business assets, as well as address the special needs of elderly or disabled family members. We represent and assist executors, trustees, beneficiaries, heirs, claimants, and spouses involved in estate administration matters, probate proceedings, will and trust contests, and claims of fraud and breach of fiduciary duty.
Our work in this area also includes:
- Estate planning counseling
- Business Succession planning
- Estate/trust administration
- Will and trust contests
- Living Trusts
- Irrevocable Life Insurance Trusts
- Powers of Attorney for Property and Health Care
- Living Wills
- Buy-Sell and other Ownership Succession Arrangements
- Probate
Examples of our work in this area include representation of:
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The executor of a decedent’s estate in an action against the decedent's counsel for breach of fiduciary duty
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A decedent’s estate in action related to disputes over real estate ownership and possession
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Decedent's estate in action against former partner for dissolution of corporation and claim of breach of fiduciary duty
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Decedent's estate in tax audit
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Clients in drafting of revocable and irrevocable trusts, wills with and without trust provisions, powers of attorney and special needs trusts
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Small and medium size corporations in family succession planning
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Heir of a multinational candy company in matters related to the sale of the company to a Fortune 500 company
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Clients of non-profit disability and elderly rights organization
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