Estate Planning & Financial Administration

In the practice of Estate Planning & Financial Administration, Hurwitz & Fine, P.C. offers a full range of estate services including estate planning, retirement planning, wills and trust agreements, Medicaid and Medicare planning, powers of attorney, asset preservation, estate and trust accounting procedures. The firm recognizes that each estate plan must be unique, tailored to meet the needs, concerns, and goals of each client. Responsible attorneys develop and nurture a close working relationship between attorney and client, and deliver these services with a minimum of tax exposure.

Succession Planning is an area that coincides with Estate Planning and is a substantial area of practice. Hurwitz & Fine, P.C. has represented many closely held businesses, a significant segment of which are family businesses. The firm has developed successful strategies for its clients in matters involving succession planning, buy/sell agreements, deferred compensation plans, pension planning, and providing income for a surviving spouse.

The area of family business succession requires a knowledge of corporate law, estate and gift taxation, and perhaps above all, people skills. Many times an attorney is placed in a contentious situation where some members of the second generation are involved in a family business, and some are not. The question of how to be "fair" to all heirs frequently presents itself. Our attorneys are committed to developing and nurturing a close working relationship between attorney and client, and delivering these services in a cost efficient manner, considering tax effects.

Hurwitz & Fine, P.C. has represented many closely held businesses and has developed successful strategies for its clients in matters involving succession planning, buy/sell agreements, deferred compensation plans, pension planning, and providing income for a surviving spouse. Lawrence C. Franco is the leader of this practice group. To send an e-mail to Mr. Franco, click here.