Port Washington Estate Planning Attorney

Wealth Management & Legacy Planning

Are you searching for an attorney to help you with estate planning or probate? With over 50 years of combined legal experience, the Port Washington estate planning lawyers at the Law Offices of Steven M. Adler, PLLC are fully qualified to offer you sound legal advice and professional legal services. Attorney Steven M. Adler not only has 25 years of experience in the legal field, but he is admitted to practice in the United States Tax Court, he is also a licensed health and life insurance agent and he is a licensed real estate agent.

His extensive educational background and professional licenses enable him to establish effective estate plans for his clientele, thereby offering his unique insight into how insurance, taxes and real estate laws are interconnected in estate planning. He is joined by attorney Dolores A. Jannuzzi, who brings 25 years of experience in the areas of trusts, estates, business succession planning and elder law to our firm. Together, our legal team has the knowledge and experience to help you create a comprehensive estate plan that can establish a lasting legacy for generations to come.

Port Washington is a hamlet in Nassau County on the North Shore of Long Island. With a community population below 20,000, the area is graced by marinas, yacht clubs and golf courses, making it a choice location to retire or settle down and raise a family. At the Law Offices of Steven M. Adler, PLLC, we take pride in engaging in the time-honored tradition of wealth management and legacy planning for individuals of all different ages and backgrounds. Just a few of our areas of expertise include:

Establish Long Term Security for You and Your Loved Ones

No matter who you are or where you come from, you've worked hard to accumulate your wealth and now it's time to utilize proven strategies to protect your assets and establish long-term security. At the Law Offices of Steven M. Adler, PLLC, we will evaluate your assets, your goals and concerns, and your family structure to create a comprehensive estate plan that will give you peace of mind knowing that all of your affairs are in order should anything ever happen to you.

Based on the details of your situation, we will incorporate a variety of estate planning tools, any of which may include a will, advanced directives such as powers of attorney, life insurance, revocable living trusts, long-term care insurance and more. We will also show you how to shield your wealth from potential creditors' claims and lawsuits and how to save on court costs, legal fees and estate taxes (where applicable).

Professional Representation During Probate Proceedings

During probate proceedings, executors and administrators have a fiduciary duty to adhere to the highest standards of care and to act in the best interests of the beneficiaries and the estate. Personal representatives are charged with notifying creditors, paying debts against the estate, filing final income tax returns and sometimes federal estate tax returns, providing inventories and accountings to the court and much more.

We represent executors and administrators through probate and estate administration. We take the complexity out of the situation and explain a personal representative's duties in simple terms. With our assistance, we can streamline the process so you don't have to worry about sorting through the complicated legal procedures. If you are a beneficiary or an executor facing a will contest or a dispute over how the estate is being managed, we represent individuals in probate litigation on both sides of the fence.

Contact a Port Washington Estate Planning Lawyer Today

Are you ready to get started? As Port Washington estate planning and probate attorneys with extensive experience and a proven track record in Nassau County, we have the experience and credentials you would expect from a reputable law firm.

Contact our office today to get connected with one of our Port Washington estate planning attorneys!

Port Washington Resource Links

About Port Washington
Port Washington Chamber of Commerce
New York State Bar Association

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