The Wolf Law Group, P.C.
114 Old Country Road, Suite 116
Mineola, New York 11501
mail@ebwolf.com
P. 516.877.9653
F. 516.877.9660
www.e-risa.com

Estate Planning & Estate Administration

Under our overly complex and sometimes incomprehensible tax system (income, gift, estate and generation skipping tax), dollars earned are often no measure of dollars kept; and furthermore in our hyper-litigious society, the legal form in which an asset is maintained can make the difference between keeping or losing it. Thus, the process of “entitization”, or creating vehicles such as trusts, LLCs, family limited partnerships and corporations to accumulate and protect wealth and to transfer equity to the next generation, has become a focus of wealth preservation planning.
Wealth Protection
Wealth Preservation
Estate Administration
Tax Compliance
  • Family Limited Partnerships
  • Shareholder, Partnership and LLC Operating
    Agreements (Buy-Sell)
  • Formation of LLCs and LLPs
  • Crummey and Dynasty Trusts
  • Spendthrift and QTIP Trusts
  • Irrevocable Life Insurance Trusts
  • Offshore Trusts
  • Special Needs Trusts
  • Rabbi and Secular Trusts
  • Wills and Revocable Trusts
  • Credit Shelter and QTIP Trusts
  • Sales to Defective Grantor Trusts
  • Crummey and Family Trusts
  • S Corporation Trusts
  • Generation Skipping & Dynasty Trusts
  • GRITS, GRATS and GRUTS
  • Recapitalizations and Partnership Freezes
  • Qualified Personal Residence Trusts
  • Charitable Trusts (CRUT, CRAT, NIMCRUT)
  • Probate and Administration Proceedings
  • Administration of Testamentary Trusts
  • Post-Mortem Tax Planning (Disclaimers,
    QDOTs)
  • Estate Tax Returns 706
  • Gift Tax Returns 709
  • Estate & Trust Fiduciary Returns 1041
  • Fiduciary Accounting
  • Estate Administration Recordkeeping
  • IRS, Estate, Gift and Pension Audit
    Representation


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