Although traditionally viewed as an area of law dealing with the disposition of property after death, estate planning encompasses far more. At Stein Sperling, estate planning is a dynamic process that takes into account your personal, financial, health, and family goals throughout your lifetime and beyond. We create personalized plans to help you achieve your objectives and preserve wealth at every stage of life.

As people live longer, establishing an estate plan becomes essential to provide for your family and beneficiaries, protect assets for pre-retirement and post-retirement, and safeguard yourself in the event of unexpected disability or illness. Our estates and trusts practice offers a broad range of services, including the organization and development of estate plans, drafting pre- and post-nuptial agreements, and step-by-step guidance through the probate and trust administration processes.

We listen carefully to you and explore options to meet your goals, navigating changes in personal, financial, health, and tax circumstances over time. We build close, lasting relationships with a diverse range of clients, including individuals, families, non-profits, entrepreneurs, and businesses.

For business

Stein Sperling’s Estates, Trusts & Probate practice offers comprehensive solutions to protect and transfer assets efficiently. Our attorneys collaborate with business owners to develop succession plans that preserve the business’s value, minimize tax liabilities, and facilitate smooth transitions for future ownership. We address business continuity, leadership transfers, and family dynamics, ensuring that your interests and legacy are safeguarded through strategic planning, advanced tax strategies, and dispute resolution when necessary.

For individuals

Stein Sperling provides personalized estate planning services that evolve with your changing life circumstances. We help you create and maintain comprehensive estate plans that protect your assets, minimize tax exposure, and ensure your wishes are carried out during incapacity or after death. From drafting wills and trusts to addressing probate and asset protection, we guide you through each step of preserving wealth for future generations, safeguarding your financial security, and ensuring your loved ones are cared for according to your wishes.

Estate Organizer

Estate Planning Questionnaire