Rottenberg Lipman Rich helps clients establish and preserve their business and personal legacies. Our Wills, Trusts & Estates attorneys provide sophisticated trusts and estates planning for clients, their families and their businesses. Such planning includes the development and implementation of buy-sell succession plans and the preparation of wills and trusts, such as revocable trusts, life insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, education trusts and charitable remainder trusts. The firm also assists clients in protecting their assets in contemplation of long-term medical care and nursing home planning and counsels clients respecting living wills and advanced directives for medical care.

To minimize gift, estate, and income tax exposures, Rottenberg Lipman Rich advises clients of potential tax ramifications and counsels on the distribution of charitable contributions, as well as the establishment of private foundations and not-for-profit corporations. We administer the probate of wills, as well as intestate estates, in addition to preparing income and estate tax returns, representing estates in tax audits, providing post-mortem income and estate tax planning, and preparing accountings and trust administration.

In the event of a dispute, Rottenberg Lipman Rich represents fiduciaries and beneficiaries in estate and trust litigations.