Trust and Estates

Estate Planning Attorney

Wills · Trusts Power of Attorney

Effective gift and estate tax planning—and business succession planning—require the assistance of an experienced lawyer. At the Law Offices of Lee David Auerbach, we manage a range of basic to complex estate planning matters. Whether you need a simple will or you have a significant or unusual estate, you need an attorney who will protect you and your financial security. We can also assist you if you have unique and particular ideas for passing on upon your retirement or death.

At our offices, we have a solid background in the law and a creative focus on the future. Contact the Law Offices of Lee David Auerbach for more information on estate planning.

  • Large Firm Skill Small Firm Service
  • Creative · Responsive Forward-looking

Gift and Tax Planning

Attorney Lee David Auerbach has been serving business and individual clients with tax planning and other legal issues for more than three decades.

With our years of experience, we understand all the permutations of the tax code. Our forward-looking approach ensures that all foreseeable situations and conditions are taken into consideration in establishing a unique and flexible plan to fit our clients' visions for their estate.

We use the most recent technology and software programs to alleviate potential controversies with the IRS. We consult frequently with financial experts, trust officers, and other specialists to ensure that our clients' goals and intentions are met. If you are considering retirement or other changes in your personal life or business or commercial activities, contact our offices for a consultation with a highly qualified New York estate planning attorney.

Read about our Probate and Estate Administration practice.