Estate Planning

Stein Law offers a full-range trusts and estates law practice as a core service to our clients. We represent a diverse client base, from individuals to large, multi-generational families, including owners of closely-held business interests, non-U.S. citizens and foreign individuals with significant international and U.S.-based interests. Whether you plan for healthcare or financial decisions or for the disposition of your assets after death, we provide all the professional assistance you need in a personalized cost effective manner.

We provide individualized planning based upon your situation and goals. We have real expertise in preparing even the most complex will or trust in a manner that you will understand how your assets will be distributed and who has ultimate responsibility for the various facets of your estate plan. Whether your needs are simple or highly complex, and whether estate, gift and other tax reduction is not an issue or a major factor of the plan, whether assets are located domestically or overseas,we will overcome all hurdles to achieve your objectives efficiently, effectively and in the best way possible with an intense attention to detail. Our areas of expertise include the following:

  • Estate Planning, including Wills, Testamentary Trusts and Revocable Living Trusts
  • Estate Planning and Administration for Multi Nationals with U.S. Assets
  • Lifetime Trust Creation and Administration
  • Business Exit/Succession Planning
  • Family partnerships and limited liability companies
  • Charitable Giving
  • Retirement Plan Disposition
  • Probate and Administration
  • Post-Mortem Planning