Trusts & Estates

Contact

Gabe M. Wolosky
Partner
212.643.0099/Ext.275
Email Gabe
Ladidas Lumpkins
Director, Trusts & Estates
212.643.0099
Email Ladidas

We know that you have worked hard for your assets and wealth. Thoughtful gift tax and estate planning can create significant short- and long-term value for families --- allocating existing assets today while maximizing their worth for years to come.

At Prager Metis we understand how important the right estate and trust plan is to you and your loved ones and we also understand the value of discretion, continuity and security. We will work with you on all aspects of your estate and trust plan including comprehensive planning, establishment, implementation, administration, and advisory services, as well as management of monetary affairs, assets, and trusts.

Services Include:

  • Business succession
  • Defective grantor trusts
  • Establishment of estates and trusts
  • Family limited partnerships
  • Federal and state returns for estate tax, gift tax, and fiduciary income tax
  • Judicial and informal fiduciary accountings
  • Pension and IRA distributions
  • Postmortem planning and entity termination
  • Qualified domestic trusts (QDOTs)
  • Qualified terminable interest properties (QTIPs)

Insights & Presentations:

Overview of Domestic and Offshore Asset Protection Trusts

Issues and Opportunities in Estate Planning Under a Republican Regime by Alfred Pruskowski & Ladidas Lumpkins

"Estate Planning in Changing Times" - Estate Planning Council of Westchester - Gabe Wolosky - February 15, 2017

"Heckerling Institute Conference Report" - Estate Planning Council of Westchester - Gabe Wolosky - February 1, 2017

The New-York Historical Society's Planned Giving Advisory Council panel entitled "From Neverland Ranch to Paisley Park: Lessons from the Estates of Michael Jackson and Prince". - Nov 30, 2016

Planning fo Same Sex Couples-Estate Planning Coucil of Westchester - Gabe Wolosky, May 6, 2015

Gabe Wolosky to participate in a Post-DOMA oanel for The Center - March 24, 2014 

Foreign Trusts: An Answer to the Capital Loss Debate-Jack Brister

Congress' Rules for Foreign Trusts Reporting: No More Mr. Nice Guy-Jack Brister