Probate, Estate Planning & Trusts
At Ciminelli & Ciminelli, we are intensely aware that estate planning is a personal and unquestionably individualized matter.
We work with each client to identify wishes and goals, obtain family and financial information, and develop the documents that are required to accomplish our client’s objectives.
In addition to designing personalized solutions to accomplish a client’s wishes, our goal is to maximize tax benefits (estate, gift, generation skipping and income tax) and to minimize the costs of the ultimate transfer of assets to the client’s beneficiaries. We accomplish the goal through careful planning throughout a client’s life and effective administration following death. In addition, we offer counsel to personal representatives, trustees and beneficiaries on how to handle estate administration to optimize all tax benefits. We are prepared to develop succession strategies for small business owners.
We recognize that estate administration can be very intimidating. We explain aspects of the estate plan to the beneficiaries, the personal representative and trustee. We can oversee the collection and distribution of assets, record keeping, estate and income tax return preparation, representation of the fiduciary and probate proceedings, and any resulting related litigation. Finally, we know that it is important to assist our clients in recognizing their estate planning options and help them stay aware of changing rules.