Wills, Trusts & EstatesClients routinely turn to Campolo, Middleton & McCormick, LLP for their estate planning and administration needs. We provide exceptional planning services to individuals, families, and corporate entities, and are respectful and sensitive to the many family, personal and business issues related to this area.
The firm has experience in all aspects of estate planning including the preparation of wills and trusts, the transfer of closely-held companies and assets, and planned giving. Our Wills, Trusts and Estates Group is experienced in reducing the effective rate of estate tax through lifetime planning. A significant aspect of our work involves helping our clients transfer an increased portion of their assets to beneficiaries on an after-tax basis and developing the appropriate legal structures, such as trusts and partnerships, to hold and manage that wealth over time.
Campolo, Middleton & McCormick, LLP can handle both simple and complex administrations from securing the appointment of a fiduciary through a Probate or Administration Proceeding in Surrogate's Court, to overseeing the proper distribution of the decedent's estate. This is done while minimizing the overwhelming burden to the beneficiaries and survivors of the estate. The firm also counsels families and fiduciaries on asset management, federal and state tax issues and accounting matters associated with the estate.
Our attorneys represent beneficiaries and fiduciaries in a variety of estate and trust litigation matters, including contested accountings, will and trust validity, gift and estate tax-related issues, disputes involving competency and asset recovery.
With the ever increasing cost of long term care, the attorneys of Campolo, Middleton & McCormick, LLP use all their efforts to preserve and protect their clients' assets against the event of a catastrophic medical expense. Without proper planning, such an expense can devastate a client's assets and leave them nothing to pass to their heirs. Our Elder Law attorneys address the needs of each individual client, based on his or her particular circumstances.