Estate Planning
We provide representation, advice and drafting services to individuals and couples in need of a wide array of estate planning work. We also provide representation to estates in both probate and intestate administrations.
Estate Planning
Andreozzi Bluestein LLP provides representation, advise and drafting services to individuals and couples in need of a wide array of estate planning work. We also provide representation to estates in both probate and intestate administrations.
Our Firm provides representation, advise and drafting services to individuals and couples in need of a wide array of estate planning work. We also provide representation to estates in both probate and intestate administrations. While our objective is to minimize estate taxes, we will not do so at the risk of depriving you of control of your assets and financial security. We know how important it is to protect and maintain control of the assets that you worked hard to acquire, and our goal is to make sure that your wishes are carried out. Above all, we want you to feel comfortable with your estate and financial plan.
The first step in this process is to evaluate the strategies available to you in light of the current tax law and to identify the planning strategies that will best allow you to pass your assets to your beneficiaries with the least amount of tax. The next step is to prepare draft estate planning documents which are sent to you for your review and comments. Your questions and concerns are of the highest importance to us and we are available in person, by phone or email to address any questions or concerns that you may have about the documents or the process in general. Once all questions have been addressed, the final version of the estate planning documents are prepared and a final meeting is then scheduled to execute these documents and to put your estate plan in place.
Depending on your individual circumstances your estate plan may include a wide variety of estate planning strategies which may include:
Credit Shelter Trusts
Intervivos Revocable Trusts (Living Trust)
Irrevocable Trusts
Trusts for Minors
Latest News
A Taxing Initiative: New York State Suspends Driver’s Licenses for Delinquent Tax Debt
By: Gary P. Bluestein and Gregory D. Verdibello The New York State Department of Taxation and Finance (“DTF”) is becoming increasingly aggressive in its methods to collect tax debt from taxpayers. On August 5, 2013, ...
Read moreAppealing an IRS Audit Report
By Gary Bluestein Sometimes, for a variety of reasons, it is just not possible to settle a case at the examination level. For income, estate or gift tax cases that do not settle at exam, time permitting, the IRS will issue a ...
Read moreBasic Estate Planning
Estate and Gift Tax Planning Estate and Gift Tax Estates and gifts are taxed using a unified rate schedule. Each person has a credit, known as the applicable credit amount that is currently the equivalent of a $2,000,000 ...
Read moreDealing with a Federal Tax Lien
By Gary Bluestein Being a tax column, the focus is usually on intricate tax issues of concern to the tax lawyer or perhaps an accountant. However, in the past, I have attempted to make the articles that I have contributed broader ...
Read moreDealing with Tax Issues in Bankruptcy
By Gary Bluestein Introduction The issues created by the intersection of bankruptcy law and tax law are exceedingly complex and full of pitfalls for the unwary practitioner. Unfortunately for lawyers practicing in only one of ...
Read moreDealing with Wage Garnishments and Tax Liens
By Deborah J. Weber A federal tax lien is created when the following three things occur. Assessment Notice and Demand for Payment Non-payment The lien arises on the date of non-payment and relates back to the date of assessment. ...
Read moreDo You Have Unfiled Tax Returns?
By Deborah J. Weber For various reasons, you may not have filed your federal income tax return for this year or previous years. You may not have filed because you expected a refund and you just haven’t taken the time to ...
Read moreEstate and Elder Law Planning
By Deborah J. Weber, Esq. Estate Planning and Elder Law Planning… What You Need to Know Estate and Gift Tax Planning Estate and Gift Tax Estates and gifts are taxed using a unified rate schedule. Each person has a credit, ...
Read moreFederal Tax Penalties
Overview of Federal Tax Penalties & Abatement in the Collection Defense Area of Practice By Gary Bluestein Although there are approximately 150 penalties contained in the Internal Revenue Code, the primary focus of this ...
Read moreIRS Innocent Spouse Requests
Relief from Joint Income Tax Liability: Then and Now Deborah J. Weber Although we have grown up with joint returns and joint and several liability, our current tax system existed for five years without joint returns (introduced ...
Read moreWe are a law firm built on Experience, Vision & Trust
Whether you need tax counsel for litigation, representation before the IRS, an advocate in tax controversies, or thorough tax analysis and objective consulting, our attorneys have the experience and obtain lasting solutions.