New York City High Net Worth Estate Planning Attorneys

Careful estate planning is essential for high-net-worth individuals to protect their wealth, minimize tax liabilities, and make certain their assets are distributed according to their wishes.

While there are a number of complex tax and legal structures that may achieve a certain outcome, each client’s personal circumstances and family dynamics are unique. Therefore, high-net-worth estate planning is a sophisticated process that requires an experienced team of professionals who can tailor your estate plan to your specific goals and values.

Our Expertise

With 40 years of service and more than 300 years of combined experience, our attorneys at Pierro, Connor & Strauss are prepared to handle the most complex estate plans involving significant assets, business successions, complex family dynamics, and other requirements.

NYC High Net Worth Estate Planning Team

Louis W. Pierro

AARON E. CONNOR

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Businessman and businesswoman in factory.

Handling a Wide Range of High-Asset Estate Planning Issues

Some common scenarios that call for the services of a high-net-worth estate planning attorney in NYC include:

Complex Property Portfolios

From real estate and fine art to retirement assets and international holdings, our clients come to us with diverse types of property, all of which must be addressed as part of an effective estate plan.

With the strategic use of trusts and other estate planning instruments, our attorneys facilitate the smooth and seamless dispensation of these assets while minimizing estate taxes and ensuring compliance with all jurisdictional regulations.

Business Successions

A well-executed transition of business ownership requires the designation of a new management structure and key decision makers, in addition to the transfer of real estate, bank accounts, customer lists, and other business property.

Our NYC high-net-worth estate planning attorneys can help you draft buy-sell agreements, trusts, powers of attorney, and other documents necessary for effective business succession.

Legacy Planning

By setting up charitable remainder trusts, establishing a foundation, gifting, or taking other actions, you can achieve philanthropic goals that shape your legacy today and continue to make a difference far into the future.

Blended Families

We help high-net-worth individuals with blended families craft legal plans that distribute assets fairly among spouses, children, and stepchildren. Our lawyers draft customized wills, trusts, and prenuptial agreements to minimize conflicts, achieve financial security for all, and protect your intentions and legacy.

Potential Disputes

You may anticipate potential disputes over your estate even before your heirs do. By crafting an estate plan with unambiguous and transparent language, and proactively communicating with all involved parties, you can head many of these potential disputes off before they flare into full-blown familial (and potentially legal) conflicts.

Prudent actions that can protect your beneficiaries from unnecessary acrimony and expense include the use of no-contest clauses, timed distribution of assets, and the proactive creation of a framework for resolving potential disputes.

A Successful Approach to Estate Planning

Our approach to high-net-worth estate planning is proactive, holistic, and highly customized.

We Listen

Each estate plan is unique. We will work with you personally to learn about your wishes, your family dynamics, favorite charities, and short- and long-term goals for your estate plan. With a firm understanding of your needs in hand, we will craft an estate plan that truly reflects your priorities.

We take a holistic approach

Our holistic approach to high-net-worth estate planning considers not only asset distribution but also your personal goals, family dynamics, tax strategies, and future healthcare needs. We integrate a last will and testament, trusts, powers of attorney, and advanced directives to create a comprehensive plan that aligns with both financial objectives and personal values.

We Plan Ahead

Proactive planning is essential in an estate plan, especially if you are looking ahead at potential long-term care or approaching the New York estate tax threshold. Proper planning means more of your wealth will go to your loved ones, and less to the tax authorities.

Speak With a High-Net-Worth Estate Planning Attorney in NYC

No matter how valuable the assets or complex the issues at play, estate planning is always about more than dollars and cents. Your loved ones, your wishes and your legacy are central concerns, and our lawyers are here to protect them. The NYC estate planning attorneys at Pierro, Connor & Strauss are proud to help high-net-worth New Yorkers achieve their legal and financial goals and gain peace of mind knowing their legacy is secure.

To learn more about our NYC high-net-worth estate planning services, contact us today.

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Life Happens…..Are You Prepared?

Contact us today for a FREE consultation and we’ll be happy to help take the worry out of tomorrow so you can live today.

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CAPITAL REGION
43 British American Boulevard
Latham, NY 12110
Phone: 518-459-2100

NEW YORK CITY
260 Madison Avenue, 16th Floor
New York, New York 10016
Phone: 212-661-2480

Proudly offering our legal services in these areas

Capital Region • Albany, NY • New York City • Ronkonkoma, NY • Garden City, NY • Hudson, NY

Lake Placid, NY • Utica, NY • Clark, NJ

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