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Providing Cutting Edge Legal Advice in Estate Planning focusing on:

With offices in New York City, Maurice Kassimir & Associates, P.C., is able to serve clients in the entire New York City Metropolitan area, including Long Island, New Jersey, and southern Connecticut. The firm also serves clients in upstate New York as far north as Albany. Many of the law firm's clients spend winter months in Florida. Our attorneys have the skills and experience to provide clients with estate planning tools tailored to their specific needs and desires.

The firm's array of services include planning for:

  • Estate Tax Savings
  • Strategies for Closely Held Businesses
  • Retirement and Employee Benefits
  • Minimum Distribution Planning for IRA's and Qualified Plans
  • Lifetime Gift Giving
  • Generation Skipping Transfers
  • Charitable Giving (Foundations; Remainder and Lead Trusts)
  • Non-Citizen Spouses and Expatriation
  • Business Succession
  • Income Tax Planning with Defective Grantor Trusts
  • Valuation Discount Planning Through Family Limited Partnerships and Limited Liability Companies
  • Asset Protection Strategies
  • Life Insurance Planning
  • Insurance Cost and Risk Analysis
  • Using Pre-Tax Qualified Plan Money and IRAs to Purchase Life Insurance
  • Domicile-Residency Issues

To meet client needs, the firm is adept at the preparation of:

  • Last Wills and Testaments
  • Insurance Trusts
  • Qualified Terminable Interest Property Trusts (QTIP)
  • Qualified Domestic Trusts (QDOT)
  • Revocable Living Trusts
  • Charitable Lead and Annuity Trusts (CLAT, CLUT)
  • Charitable Remainder Annuity and Unitrusts (CRAT, CRUT)
  • Grantor Retained Annuity and Unitrusts (GRAT, GRUT)
  • Qualified Personal Residence Trusts (QPRT)
  • Custom Beneficiary Designations
  • Living Wills
  • Health Care Proxies
  • Powers of Attorney
  • Family Limited Partnership Agreements
  • Shareholder Agreements
  • Partnership and Limited Liability Company Operating Agreements
  • Pre- and Post-Nuptial Agreements
  • Private Foundations

Other areas of expertise include:

  • Administration of Estates
  • IRS Audits and Tax Controversies
  • Business Formations and Dissolutions
  • Organization and Representation of Charitable Organizations
  • Real Estate Transactions
  • Partnership and Limited Liability Company Planning and Implementation

Contact the experienced lawyers at Maurice Kassimir & Associates, P.C., and let us help you put together an estate plan designed to protect your estate and those whose future you cherish most.

  Asset Protection / Retirement Planning
  Charitable Contributions
  Estates / Trusts Administration
  Insurance Planning
  Other Asset Protection Strategies
  Other Areas
  Retirement Planning
  Shareholder Agreements
  Wealth Transfer / Succession Planning
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Wills and Trusts Information Center
 
"Put not your trust in money, but put your money in trust." - Oliver Wendell Holmes, Sr
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  1375 Broadway
  New York, New York 10018

  Tel: (212) 944-1377
  Fax: (212) 944-9556 - fax
 
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