Estate Planning

The Law Office of Robert J. Maher, P.C. has long been an advocate of the importance of having an estate plan in place that meets the needs of its clients now and in the future.  The firm-helps clients prepare wills, trusts, powers of attorney, living wills, standby guardianship documents and health care proxies that protect the family and assets of the client. Mr Maher also helps clients develop a complete and current estate plan that reflects the tax, wealth preservation and personal needs of its clients by working with clients to determine those needs.

(Take a look at our useful quick-start guide on estate planning).

 

Probate and Estate Administration. Mr Maher represents  executors, trustees and other fiduciaries in the probate and estate administration process.

Elder Law. The firm helps clients plan for their own disability and the issues related to planning for nursing home care or for the care of a spouse or special needs child. It creates plans designed to protect a clients wealth and preserve a family’s assets while maintaining eligibility for government programs.

Families with Younger Children. Many associate estate planning with the elderly and/or those with substantial assets. Estate planning also benefits families with young children, families where one or both spouses have children from prior marriages or relationships, families involving same sex marriages,  and single parent families. The Law Office of Robert J. Maher helps clients create plans and draft documents that reflect their wishes regarding the care and upbringing of their children in the event they are incapacitated or unable to care for them.

Immigrants and Foreign Investors. Estate planning is especially important for immigrants to the United States and to the foreign investor who has purchased property in the United States.  Couples where one spouse is U.S. citizen and the other a Lawful Permanent Residents (green card holders) also face estate planning challenges regarding the marital exemption, while  and U.S. citizens with properties in a foreign jurisdiction must grapple with the issue of taxation in two countries. A non-resident alien who dies owning property in the United States or shares in entities that own property in the United States is subject to estate tax.  A non resident alien who owns property may also be subject to a gift tax if the individual transfer the property to a third party.  These taxes can be up to 45% of the value of the real estate.

Guardianship Proceedings. As court appointed counsel and guardian for the incapacitated,  Mr. Maher represents and advocates for those who are unable to make decisions for themselves. 

 

 

Robert Maher is a member of the New York State Bar Association and the New York County Lawyer’s Association, Trusts and Estates Section.  He is admitted to the Federal and State Bars of New York & New Jersey.

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Robert J. Maher Law

52 Duane Street, New York, NY, 10007

212-939-7548

info@robertmaherlaw.com

Mon-Fri 9am - 6pm