Trusts & Estates

Expertise

For over 90 years, attorneys at Satterlee Stephens Burke & Burke LLP have designed sophisticated estate plans for their clients to minimize estate taxes, provide for the continuity of family businesses, structure retirement plan benefits and analyze life insurance programs. Each year, we administer more than 100 trusts and estates for our U.S.-based and offshore clients utilizing state of the art software programs for fiduciary accounting and tax return preparation.

Working in cooperation with the firm's tax practice, our trusts and estates attorneys have developed particular expertise in the area of estate planning for non-U.S. citizens and offshore residents. These services include the establishment and administration of tax saving trusts in various countries and the structuring of asset sales and investments in the United States to achieve the client's objectives. We also analyze the inter-relationship of the laws of foreign jurisdictions with the United States. As a result of our extensive activities in this area, we are well known to many institutions and leading families in foreign jurisdictions.

In formulating financial plans, we analyze all of a clients assets and liabilities and suggest a variety of strategies to achieve the clients estate and family goals employing techniques like gift planning, charitable giving, trust arrangements, retirement planning, and generation-skipping transfers. Satterlee regularly represents fiduciaries, beneficiaries, and other parties in connection with the probate and settlement of estates and litigation involving wills, trusts and family rights.

Commercial Law Affiliates

Satterlee Stephens Burke & Burke LLP is a charter member of Commercial Law Affiliates (CLA), the world's largest organization of independent business and commercial law firms. Through the firm's affiliation with CLA, our trusts and estates attorneys are able to call upon the expertise of other well-respected lawyers throughout the world.

Contact Us

For further information on our trusts & estates and international taxation practices, we invite you to come in to our offices and meet with a practice group member. We welcome the opportunity to work with you.

New York Office:

230 Park Avenue
New York, New York 10169
Phone: (212) 818-9200
Fax: (212) 818-9606/7

New Jersey Office:

47 Maple Street
Summit, New Jersey 07901-2518
Phone: (908) 277-2221
Fax: (908) 277-2038

World Wide Web Site:

http://www.ssbb.com