Trusts & Estates

Trusts & Estates

Led by Former Westchester County Surrogate, Honorable Anthony Scarpino, Dorf Nelson & Zauderer's Trusts & Estates attorneys' depth of experience is evidenced by their innovative, pragmatic, and hands-on approach to protecting and preserving each client's financial legacy.

Our Approach

The seasoned attorneys in our Trusts & Estates Group apply the firm's philosophy of probing for innovative solutions beyond the obvious or legal answers to resolve disputes related to wills, trusts, estates and fiduciary issues relating to Surrogate's Court and Supreme Court matters. We represent and counsel individuals, families, and businesses, in simple or complex tax and financial planning, estate and trust administration, and litigation matters.

Our team understands that sensitivity is essential when handling these matters because of the many family and personal issues involved and guide our clients through the often difficult and emotional court or alternative dispute resolution proceedings.

Key Service Areas

  • Preparing last will and testament
  • Establishing and managing trusts
  • Drafting powers of attorney
  • Drafting health care proxies and advance directives
  • Probate filings and court appearances
  • Asset collection, valuation and distribution
  • Resolving debts and claims
  • Trust administration
  • Fiduciary guidance and compliance
  • Will contests
  • Trust disputes
  • Claims of undue influence or lack of capacity
  • Breach of fiduciary duty cases
  • Accounting proceedings