Estate Planning and Administration

Our lawyers help our clients achieve their economic and charitable goals.

Many individuals and owners of closely held businesses have a clear need for estate planning. Goldman & Rosen’s estate planning practice helps clients achieve economic and charitable goals through careful strategies of wealth protection, wealth transfer, and ownership succession.

Services include estate and trust administration, tax planning, business succession planning, drafting buy-sell agreements, preparation of wills and trusts, development of special needs trusts, and advising clients on the transfer of stock and stock options and will contests.

To help you meet your goals, our attorneys apply an intricate knowledge of probate and estate law, corporate entity structures, and changing tax regulations.