Oyster Bay Estate Planning Attorney

Guiding Clients through Estate Planning & Probate

The town of Oyster Bay is the easternmost town of the three towns in Nassau County, and it is the only town in Nassau County which extends from the North Shore to the South Shore of Long Island. As of the 2010 census, nearly 300,000 people called Oyster Bay their home. Oyster Bay has a strong community and many of its residents consider it as one of the finest towns in the entire nation. With pristine beaches, beautiful waterfronts, sprawling landscapes, historic sites and fine shopping, Oyster Bay is a wonderful place to live and raise a family.

At the Law offices of Steven M. Adler, PLLC, we have been servicing the town of Oyster Bay and the surrounding communities for over 25 years and we have helped countless clients achieve their estate planning goals. Our Oyster Bay estate planning lawyer takes pride in offering personalized service and a detailed approach to each of our client's cases, no matter how large or small their estate is. Estate planning is for everyone, especially for those who have a family, own a home, or have any measurable assets. You don't have to be a millionaire to need an estate plan, and in actual fact, working class families need estate planning as much as anyone else since their family's have more to lose from court costs and taxes if they don't plan ahead for their estate.

What makes up an estate plan?

Estate planning arranges for the disposition of your assets upon your death; however, it also involves managing your wealth while you're still alive. A good estate plan will generally be composed of a number of important documents including: a will, a revocable living trust, a kids protection plan, advanced directives such as a durable power of attorney or a living will, life insurance and other documents. Overall, an estate plan aims to preserve the maximum amount of wealth possible for your intended beneficiaries while providing you flexibility until your death. One of the biggest concerns in the estate planning process is federal and state tax laws, which we will take into full account when strategizing a unique plan that is tailored to you.

Help for Executors, Administrators & Trustees

When someone passes away with a will, an executor is named in the will and the estate is probated, which is the process of settling an estate. If the decedent did not have a will, then the court shall appoint an administrator to settle the estate. In the contexts of trusts, when the grantor passes away, the trustee is responsible for managing the trust assets according to the directions in the trust agreement.

Our firm has extensive experience representing clients during probate and administration proceedings. We understand how estate administration is a complicated job, which can be very overwhelming for the average person, especially when he or she does not have a lot of available free time on hand. We gladly assist personal representatives in every aspect of the administration process from start to finish.

With over 25 years of experience to offer you, we are confident that our legal services will go above and beyond your expectations. Please contact our office to schedule an appointment by calling (516) 740-1184 today!

Oyster Bay Resource Links

Town of Oyster Bay
About Oyster Bay
Map of Oyster Bay

Get Our Help Today