Here to Help You Get Out of a Messy Situation
New York Trust Administration Attorney
Trust Administration Services in New York
Have you recently lost a loved one and are now the successor Trustee responsible for handling their estate?
At the Law Office of Jonathan P Rubin PLLC, we specialize in providing comprehensive trust services tailored to the unique needs of our clients in New York. Trusts are a fundamental tool in estate planning, offering a variety of benefits that can help you manage your assets, protect your loved ones, and achieve your long-term financial goals.
Free Consultations! Reach out to the Law Office of Jonathan P Rubin PLLC today at (585) 584-6093, or contact us online to arrange your initial consultation.
Understanding Trusts
A trust is a legal arrangement in which one party, known as the trustee, holds and manages assets for the benefit of another party, the beneficiary. Trusts can be tailored to meet various objectives, from providing for minor children or dependents with special needs to minimizing estate taxes and ensuring a smooth transfer of assets.
Types of Trusts
At the Law Office of Jonathan P Rubin PLLC, we assist clients with several types of trusts, including:
- Revocable Living Trusts: These trusts allow you to retain control over your assets during your lifetime. You can modify or revoke the trust as your circumstances change. Upon your passing, the assets are distributed to your beneficiaries without the need for probate, ensuring a quicker and more private transfer.
- Irrevocable Trusts: Once established, these trusts cannot be altered without the beneficiary's consent. They offer significant tax advantages and can protect your assets from creditors and legal claims.
- Charitable Trusts: These trusts allow you to support your favorite charitable causes while enjoying tax benefits. You can create a lasting legacy and make a positive impact on the community.
Trust Administration
Administering a trust involves various responsibilities, including managing the trust assets, ensuring compliance with legal requirements, and distributing assets according to the trust's terms. Our team at the Law Office of Jonathan P Rubin PLLC is adept at handling all aspects of trust administration. We ensure that fiduciary duties are met, financial records are meticulously maintained, and beneficiaries are kept informed throughout the process.
Why Choose Us?
The Law Office of Jonathan P Rubin PLLC is dedicated to helping you navigate the complexities of trust creation and management. Our experienced attorneys take the time to understand your individual needs and develop a customized plan that aligns with your goals. We pride ourselves on our commitment to providing personalized, attentive service to each client.
Contact Us
If you are considering setting up a trust or need advice on managing an existing one, contact the Law Office of Jonathan P Rubin PLLC today. Our knowledgeable New York trust attorneys are here to guide you through every step of the process, ensuring that your assets are protected and your wishes are honored.
Schedule a consultation to discuss how we can help you achieve peace of mind and secure your legacy.
Client Reviews
We Fight to the End for Our Clients
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If you need a lawyer who will go above and beyond for you, Jonathan P. is the one to call
I cannot recommend Jonathan P. highly enough! I was facing a six-point ticket, which was incredibly stressful and could have ...
Israa M. -
If I ever need an attorney for anything in his area of expertise, I will without hesitation call on him.
Jonathan helped with a traffic violation and was able to get points off my license. His office was so professional, you would ...
Oyinbo A. -
I don't have any words to explain my joy.
I don't have any words to explain my joy. I used this attorney twice let me tell you, my lawyer knows what his doing he ...
J.S. -
Very professional and happy to have him on my side! Happy with the end outcome!
Jonathan was wonderful. He was prompt in his response when I emailed him or sent him a message. He was understanding of my ...
H.P. -
Mr. Ruben was amazing! He was very prompt and informative and got me the outcome that I was looking for.
Mr. Ruben was amazing! He was very prompt and informative and got me the outcome that I was looking for. I would definitely ...
Vera F. -
Jonathan takes great care of his clients.
Jonathan takes great care of his clients. Great communication and most importantly a good result!
Antony F. -
He was efficient and understanding.
He was efficient and understanding. I’d recommend 10/10 if ever in need of great services.
Casey C. -
Really great communication and great results.
Really great communication and great results. Thank you
Susan P.
