Trusts and Estates

Harrington, Ocko & Monk’s Trusts and Estates practice group represents individuals and families in estate and succession planning, estate and trust administration and estate and trust litigation. The Trusts and Estates practice group works collaboratively with the Corporate and Real Estate practice groups to provide a broad range of sophisticated counseling to families and their businesses and real estate holdings. Such matters often involve drafting agreements to protect the older generation of a business or real estate portfolio while planning for the transfer of ownership interests over time in a tax advantaged manner. Our attorneys are very sensitive to this delicate balance of the control of a business versus the tax and other benefits of transferring ownership.

Estate Planning

Harrington, Ocko & Monk’s attorneys have a wealth of experience and have practiced in this field for over thirty years. The Firm’s estate planning attorneys are committed to staying at the forefront of this area of the law and keep current with ever changing laws. The Trusts and Estates practice group counsels and represents clients in all aspects of estate planning. Our attorneys draft and implement a wide range of documents including sophisticated Wills, Revocable and Irrevocable Trust Agreements, Living Wills, Durable Powers of Attorney and Health Care Proxies. Our estate planning attorneys are sensitive to each individual client’s needs and advise them accordingly. Whether it is a young family that needs to be advised on the importance of guardianship and related issues in a will or a family with substantial wealth that needs advice and planning to minimize transfer taxes and maximize wealth transfers, Harrington, Ocko & Monk is there to guide them.

Estate and Trust Administration

Harrington, Ocko & Monk’s attorneys represents individuals and corporate fiduciaries in estate and trust administration matters in the Surrogate’s Courts throughout the New York metropolitan area. We often partner with attorneys in other states when our clients have property or are resident in another state with property in New York. As part of our representation, we prepare all probate or administration documents, all federal and New York State estate tax returns and estate or trust informal or judicial accountings.