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Estate Planning – Wills, Trusts, and Estates

Estate Planning - Wills, Trusts, and Estates Two of the most important goals of our clients are (1) creating an effective estate plan and (2) protecting and preserving their assets for future generations. The estate planning attorneys at Zerafa & Candela P.C. will work with you to create a custom-tailored estate plan, incorporating your unique family dynamics. From simple wills to complex estate plans, our attorneys are here to help you. We will review your assets to determine what, if any, techniques are available so that your estate can pass to your beneficiaries in the most tax-effective and efficient manner.…

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Probate and Estate Administration

Probate and Estate Administration When a loved one passes away, the probate and estate administration attorneys at Zerafa & Candela P.C. are experienced in representing and working with the family of a decedent and guiding them through the probate and estate administration process. If an individual dies with a will, our attorneys will assist the executor through the surrogate’s court probate and estate administration process, including petitioning the court to appoint an executor and grant letters testamentary, obtaining asset valuations, gathering the decedent’s assets, establishing an estate bank account, preparing and filing of estate tax returns and possible payment of…

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Estate Litigation

Estate Litigation The estate litigation attorneys at Zerafa & Candela P.C. are experienced in representing executors, beneficiaries, and those left out of a decedent’s will. Unfortunately, there are individuals who will prey on others, taking advantage of a situation for their own financial gain. If someone has taken advantage of your loved one, call our attorneys today. Our team includes a certified public accountant and other individuals with extensive tax planning and estate tax experience, which bring a unique perspective in evaluating estate litigation cases, especially accounting and turnover proceedings. Our attorneys understand the unique rules and procedures of surrogate’s…

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Trust Litigation

Trust Litigation The trust litigation attorneys at Zerafa & Candela P.C. are experienced in representing trustees of trusts as well as beneficiaries of trusts in litigation, including: Testamentary Trusts Created in a Will Living Trusts Inter Vivos Trusts Irrevocable Trusts Revocable Trusts We counsel trustees on their many responsibilities, including their fiduciary duty, abiding by the Prudent Investor Act, and balancing their responsibilities to both income and remaindermen beneficiaries. We also counsel beneficiaries on their rights, including the potential removal of a trustee for breach of fiduciary duty, including the duty of care and duty of loyalty. A beneficiary at…

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Guardianships

Guardianships Caring for loved ones when they have become incapacitated can be a complicated and emotionally draining affair. Unfortunately, it is often necessary because, left to their own devices, incapacitated loved ones can jeopardize their own health and financial well-being. The guardianship attorneys at Zerafa & Candela P.C. have the experience and compassion to help guide you through the guardianship process. No two guardianship applications are alike, and our attorneys will carefully tailor a guardianship petition to fit the needs of the incapacitated person. We have a great deal of experience in dealing with guardianships, of varying types, including: Adult…

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Elder Law and Medicaid Planning

Elder Law and Medicaid Planning Skyrocketing medical costs can wipe out your life savings. With the cost of health care on the rise, regardless of your net worth, you should consider protecting your assets for your family. The elder law attorneys at Zerafa & Candela P.C. use proven planning techniques to assist you in preserving your assets. Our attorneys will work with you to ensure you understand the best way to protect your home and life savings. Planning for a disabled family member can be challenging. Oftentimes, our clients have children, grandchildren, or other individuals they wish to leave a…

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Residential Real Estate Transactions

Residential Real Estate Transactions Thinking of buying or selling a home, condo, or co-op? Let the real estate attorneys at Zerafa & Candela P.C. represent you in one of the most important financial decisions of your life. Whether it is negotiating the contract of sale or resolving title exceptions, our attorneys are well prepared to protect your interests. Our attorneys also advise and guide clients with respect to lease and rental agreements. We assist many of our probate and estate administration clients in the sale of property owned by the estate of a deceased loved one and provide guidance on…

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Business Succession Planning

Business Succession Planning Are you a closely held business owner? Are you a general or limited partner in a partnership? If so, have you considered what will happen to the business if you are unable to work anymore, whether due to death, disability, or retirement? Are you concerned about the distribution of your estate between children who work in the family business and those who do not? The knowledgeable and experienced attorneys at Zerafa & Candela P.C. will help guide you through the planning process for the seamless transition of your business ownership from one generation to the next. Carefully…

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