Trusts & Estates
Keane & Beane helps families plan for the transfer of wealth to later generations and in the administration of decedents' estates. We counsel a wide range of clients on planning the accumulation, conservation and distribution of an estate in the manner which best accomplishes their tax and non-tax objectives. We plan and draft wills, trusts, family limited partnerships, living wills, health care proxies and powers of attorney to fully address our clients' estate planning needs. We help clients achieve maximum estate & income tax efficiency and represent clients in contested probate, accounting and turnover proceedings.
Many of our clients are owners of closely-held businesses with unique planning questions. We counsel them on business continuation plans, as well as valuation, estate freezing opportunities, deferred payment of estate taxes and the utilization of tax qualified benefit plans to mitigate estate tax consequences.
We are active in the Estate Planning arena. For example, Steven Schurkman and David Glasser have held leadership positions on the Estate Planning Council of Westchester. We regularly present on these issues at the New York State Bar Association and are active in the Associations’ Trusts & Estates Section.
Advantages for Clients
Our attorneys are loyal and accessible to all clients and have a down-to-earth style. At the same time, many are known authorities in the closely related area of Elder Law. For clients with more sophisticated needs, our attorneys draw on the knowledge of related practice areas e.g. Business Transactions to provide the client with a complete perspective.