Trusts and Estates Practice Group
The LGT Trusts and Estates Practice Group provides estate planning and administration services to individuals and families residing in New York, Pennsylvania and Florida. We are among the largest and most respected Trusts and Estates practices in Upstate New York.
Estate Planning and Wealth Preservation
Our firm provides creative solutions and individually tailored services to individuals and families in realizing their estate and lifetime planning goals, including estate, generational and gift tax planning, as well as the orderly transfer of closely held business interests and succession planning. The range of estate and tax planning tools include simple and complex Wills, Living Trusts, Powers of Attorney and Advance Health Care Directives. We assist clients in creating and administering Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, as well as Supplemental Needs Trusts to meet the unique needs of disabled family members.
Trust and Estate Administration
Supported by a large team of highly skilled paralegals, our attorneys provide reliable, efficient support in estate and trust administration for executors, trustees and beneficiaries, including representation in contested and uncontested probate and trust matters. Our Group includes several experienced litigators who represent clients in estate controversies.
Charitable Giving and Charitable Organizations
The firm acts as general outside counsel to a number of non-profit entities, public charities and private foundations. We are skilled in planning major charitable gifts, including Charitable Remainder Trusts and Charitable Lead Trusts, Gift Annuities and the formation and administration of private foundations.
Our Planning Team
Our attorneys include four Fellows of the American College of Estate Counsel, representing the top 1% of estate planning practitioners in the nation. Several members of the group have been recognized as Upstate New York Super Lawyers and the practice group ranked by US News & World Report - Best Lawyers as the only first tier Trusts & Estates Law firm in the region.
Our attorneys have served as Chair of the New York State Bar Association (NYSBA) Trusts & Estates Law Section and continue to serve on the Section's Executive Committee.
We are frequent lecturers for accounting, banking, insurance and financial professionals throughout the state, as well as regional community organizations. Members of the Group fequently chair and present continuing legal education programs for fellow attorneys sponsored by the New York State and Broome County Bar Associations.
Practice Group Chair: Jamye L. Lindsey