| Email Us: info@pierrolaw.com | ||
| Call Us: 866-951-PLAN | 518-459-2100 | 212-661-2480 |
| Toll Free (7526) | Albany | New York |
Areas of Practice
ESTATE PLANNING
Do you have a plan for who will take care of you and manage your finances when you are sick or unable to take care of yourself? Have you decided who will get your house, your money and other assets when you die? This process is called estate planning. We will help you make these important decisions, and put them in writing, so your family will follow your wishes. We will explain to you what a Health Care Proxy, a Power of Attorney and a Disposition of Remains Appointment are...
Read More
SPECIAL NEEDS PLANNING
Special Needs Planning encompasses the holistic planning needs of an individual with a disability. It includes both decision making for the individual with a disability either through the use of a Durable Power of Attorney and Health Care Proxy or through a guardianship. It also includes estate and benefit planning for the individual, often through the use of a Supplemental Needs Trust. In addition, the Pierro Law Group Special Needs attorneys can assist with the application for Medicaid benefits and advocacy through other government agencies...
Read More
BUSINESS PLANNING
The Business Owner Planning (Business Succession Planning) Department works to develop a plan with business owners to ensure a smooth transition and continuation of a company upon the death, disability, retirement or sale of a business owner’s company. With a focus on asset protection and business preservation, our key services in Business Owner Planning include...
Read More
TAX PLANNING
The Tax Planning Department works to develop a plan to minimize transfer taxes during and after a client’s lifetime, by utilizing sophisticated techniques to maximize the wealth our clients transfer to their children or to other designated beneficiaries. The tax planning department will prepare estate and gift tax returns, and provide assistance in resolving audits of estate and gift tax returns. In addition, the Tax Planning Department will consult with our clients to help them fully understand their retirement benefits, and advise and develop strategies to maximize the benefits our clients receive from their retirement plans...
Read More
ELDER LAW
Elder Law is a holistic approach to the unique legal needs of our older clients. It incorporates not only traditional estate planning and trust administration, such as drafting wills, trusts and advising on tax matters, but also includes the analysis and planning for government benefits such as Medicaid, Medicare and Veteran’s benefits. There is a particular focus on planning for long term care, which includes not only the use of these government benefits, but also identifying and advocating for housing, social and other financial needs...
Read More
ESTATE & TRUST ADMIN
Estate and Trust Administration falls into four basic categories:
-
Administration of Assets Passing Under Wills: If you are an executor or a beneficiary of a Will, we will help you determine the assets and debts of the estate, navigate your way through the court system and determine how to effect distribution of the estate
-
Administration of Estates Without Wills: If you are eligible to serve as an administrator or to receive assets of an estate without a Will, we will help you navigate your way through the court system, determine who the beneficiaries are and how the assets must be distributed under NY law
-
Trust Administration: If you are a trustee or beneficiary of a trust, we will help you determine your rights and obligations under the terms of the trust and NY law
-
Tax Advice: Regardless of what form of administration is required we will provide you with the tax advice you need to best meet your objectives.
