At the Law Offices of Matthew F Medaglia, we believe that Trusts & Estates is not only for established individuals and families, or even just entrepreneurs, executives and professionals, but for everyone. Our approach is to combine the fundamentals of tax and estate planning with business and investment knowledge to create plans that are fully customized to your specific goals and needs.

 

We can help you:

• Transition ownership and management of the family business.

• Minimizing gift, estate and generation-skipping taxes.

• Protect against unwanted potential claims by a spouse or creditor.

• Fund your retirement.

• Avoid Medicaid issues.

• Provide for the needs of a parent, child, friend or other family member.

• Create and administer a private charitable foundation or public charity.

• Avoid assets becoming tied up in probate.

• Make sure that the assets you worked hard for your entire life remain in your family.

• Remove the need for your love ones to make difficult, emotional, decisions that force them to guess your wishes should you become incapacitated.

 

Our customized solutions will help you to accomplish these goals. Additionally, we will work with your accountants, investment advisors, financial planners, and life insurance providers in order to tailor a plan that works best for you. 

 

Trusts and Estates

We can help you to draft wills and trusts, including:

• Simple wills

• Living wills

• Revocable living trusts

• Health care proxies

• Qualified Personal Residence Trusts 

• Grantor-Retained Annuity Trusts and Unitrusts 

• Intentionally Defective Grantor Trusts

• Irrevocable Life Insurance Trusts

• Dynasty Trusts

• Asset Protection Trusts

• Trusts for unmarried couples

• Irrevocable Medicaid Planning Trusts

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Estate planning

We can assist your estate planning in the following areas: 

• ​Gift and Estate tax planning

• Creating limited partnerships, corporations, limited liability companies, and private trust companies.

• Advice on charitable giving

• Centralized management of assets

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Retirement Planning

Your retirement planning may benefit from our expert help with the following:

• Buy-sell, employment, deferred compensation, and stock-bonus agreements

• Life insurance, including life settlements and premium financing planning

• Maximizing employee benefit, insurance and profit-sharing programs

• IRA tax planning

• Asset management

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Personal Representation

Let us work on your behalf for:

• Administration of estates and trusts

• Handling of probate and trust matters

  • ​Preparation and filing of all court documents for probate

  • Valuation of assets

  • Disclaimers

  • Tax elections and allocations

  • Preparation of estate and fiduciary income tax returns

  • Preparation of executor and trustee accountings

  • Distribution of estate and trust assets

  • Audit defense for estate and gift tax returns 

• Creation and administration of charitable entities.

• Business succession planning

• Prenuptial and postnuptial agreements

• Analysis of tax consequences for proposed divorce settlements

• Separation, divorce and child custody issues