Trust & Estate Planning
Wilchins Cosentino & Novins has earned a reputation for excellence in trust and estate planning for high net worth individuals and owners of privately held businesses.
Comprehensive Trust & Estate Plans
We pride ourselves on developing effective and comprehensive trust and estate plans working in close consultation with our clients. Our trust and estate planning attorneys use estate planning techniques that are most consistent with our client’s goals and objectives. We assist clients in trust and estate planning by preparing the necessary core documents, including wills, revocable and irrevocable trusts, minors’ trusts, durable powers of attorney, health care proxies, realty trusts, as well as asset transfer documentation and beneficiary designations for retirement accounts and insurance policies.
Where appropriate, our trust and estate planning attorneys counsel clients on more complex and sophisticated estate planning techniques, utilizing plans that may involve closely held family entities, qualified personal residence trusts, defective grantor trusts, grantor-retained annuity trusts, private foundations and/or charitable trusts. Our clients frequently designate members of WCN to serve as personal representatives, trustees of various trusts or to otherwise serve in a fiduciary or advisory capacity.
Exceptional Service.
Exceptional Value.
We take great pride in serving our clients with our personalized, concierge approach. In addition to our trust attorneys and estate planning attorneys, WCN has a multi-disciplined team of attorneys who provide counsel in areas that touch on our clients’ estate planning as the need arises including probate litigation, real estate, business law and family law. Together we work as a cohesive team delivering highly effective legal strategies and solutions that are proven and practical.
An Integrated Estate Planning Strategy
Our trust attorneys and estate planning attorneys also work closely with other members of our clients’ professional advisory team including accountants, financial planners, insurance advisors, appraisers and other valuation experts to ensure there is an integrated estate planning strategy by which our clients address some of their most important, challenging and sensitive decisions.
We understand that estate planning is an ongoing process which requires adaptation and revision as circumstances change and as new laws, including tax laws, are enacted. We frequently and regularly communicate with our clients after documents have been signed or plans have been implemented to ensure they are up-to-date and continue to satisfy our clients’ estate planning goals and objectives.
Meet the Attorneys in the Private Client Services Practice at Wilchins Cosentino & Novins
Stephen N. Wilchins
Partner
Eric B. Brenman
Of Counsel
Michael B. Cosentino
Partner
John Donahue
Attorney
Scott A. Joseph
Counsel
Brendan McGrory
Attorney
Robert W. Meshel
Of Counsel
Imelda Monaghan
Partner
Christine Morgan
Of Counsel
Laurel Pawlicki
Attorney
Merek Rubin
Partner
Marjory Selig
Attorney
Beth E. Warach
Attorney
Why WCN for Private Client Services
Right-sized. We are large enough to have the depth of expertise and knowledge, while small enough to be available, accessible and personal.
Concierge Approach. Our clients are assured of our accessibility, personal attention and skilled guidance as we seamlessly and adeptly address their legal needs.
Channel WCN
The Latest in Law
Attorney Stephen Wilchins participates in the final episode of the recent Radio Entrepreneurs FBA Panel Discussion – Winter 2021 Edition – Part Three: “Trusts & Selling Your Business”
https://youtu.be/HifZSlh52NA In the final episode of the Radio Entrepreneurs FBA Panel Discussion, WCN attorney Stephen Wilchins participates on the panel wrapping up the discussion on the subjects of trusts that own and operate a family business and when it is the...
Attorney Stephen Wilchins is back in the recent Radio Entrepreneurs FBA Panel Discussion – Winter 2021 Edition – Part Two: “Trusts & Selling Your Business”
https://youtu.be/NIaRStpflK8 In the second installment of the Radio Entrepreneurs FBA Panel Discussion, WCN attorney Stephen Wilchins continues with the panel discussing the subjects of family trusts that include a business and when it is the right time to sell that...
Protecting Your Legacy from Your Child’s Bankruptcy
Parents who have saved and invested prudently for many years often expect to be able to leave their adult children a substantial inheritance. They hope this will fund their children’s retirement savings, grandchildren’s college tuition, or other goal of...