Attorney Gary Greenwald and his associates provide expert counseling and legal advice in the areas of estate planning, elder law, special needs planning, trust settlement and probate, and business law. With over 40 years of experience, we provide our clients with the legal precision that ensures their estate or business goals are achieved.
Our estate planning philosophy and approach emphasizes collaboration with our client. This approach welcomes other professional advisors, such as CPAs, into the design phase of their estate plan. After an estate plan is delivered, we emphasize a proactive, ongoing attorney-client relationship. This relationship includes continuing education for the client and a process of regular reviews and updates.
Our estate planning philosophy and approach emphasizes collaboration with our client. This approach welcomes other professional advisors, such as CPAs, into the design phase of their estate plan. After an estate plan is delivered, we emphasize a proactive, ongoing attorney-client relationship. This relationship includes continuing education for the client and a process of regular reviews and updates.
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Estate planning is the process of carefully defining your goals and creating legal instructions that ensure your goals are met. More specifically, an estate plan consists of various legal documents that dictate the distribution of your assets upon your death, as well as important decisions regarding your personal care, should you become unable to speak for yourself.
When the maker of a living trust dies, the person designated as successor trustee is responsible for executing the terms of the trust and filing various tax returns. If you have been selected as a successor trustee, your first responsibility will be to locate the original trust documents. If you cannot locate them, you should check with family members or friends who may know of their location.
There are many issues you will face when owning a business. If you have two or more partners, you should implement a way to define the respective rights of all the partners if one of you retires, becomes disabled, or dies.
If you become disabled or retire, a written agreement can define precisely how your disability or retirement will be determined, who will assume your responsibilities, and how you will be compensated for the value of your interest.It can also provide how, upon your death, your family will be compensated for your share of the business, how the value of your interest will be determined, and how your buyout will be funded.
If you become disabled or retire, a written agreement can define precisely how your disability or retirement will be determined, who will assume your responsibilities, and how you will be compensated for the value of your interest.It can also provide how, upon your death, your family will be compensated for your share of the business, how the value of your interest will be determined, and how your buyout will be funded.
If you want to own a business, one of the most important decisions that you must make is the type of business entity you will use. The most common type of business entity is called a sole proprietorship. It is the simplest and most common type used. A sole proprietorship is owned by one person. With a sole proprietorship, you, personally, are responsible for the payment of income taxes of the business because it is not a separate, taxable entity.
Special needs planning is an important part of your estate planning when you have a child or family member with special needs. There are unique issues and estate planning techniques that should be considered. A "special needs" beneficiary is a person who, because of one or more physical and/or mental disabilities, is unable to be financially self-sufficient.
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