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Twomey Latham’s practice ranges from routine wills to sophisticated estate and tax planning. A significant portion of our practice is devoted to the preparation of wills, trusts, durable powers of attorney, and other estate-planning documents.
The firm’s estate planning attorneys have extensive experience in the administration of probate and trust estates, the preparation of required income, estate, gift, and inheritance tax returns, and the administration of guardianships.
An individual’s estate plan often calls for more than a traditional will or trust. Our attorneys seek to address the client’s long-term objectives and circumstances in structuring a tax-efficient estate plan. We routinely advise clients on the selection and implementation of planning tools such as revocable living trusts, life insurance trusts, irrevocable trusts, gifting programs, family limited partnerships, deferred compensation arrangements, gift and estate tax planning for retirement benefits, and charitable planning. We also advise and implement succession plans for the transition of families and closely held businesses.
Our Long Island estate planning lawyers focus on providing clients in-depth knowledge of our diverse range of practice areas.
The law firm of Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP has announced that Jesse Frost has joined the Firm as Associate Attorney. He concentrates his practice in trusts and estates, counseling individuals and their families throughout the process of estate planning and estate administration. Prior to joining the Firm, Mr. Frost was an […]
***PROPERTY SCAM ALERT*** Local Police Departments are warning real estate agencies, realtors, brokers, attorneys, and property owners about a significant increase in reports of attempted real estate fraud. The typical scenario is that someone claiming to be the legal owner of a piece of property reaches out to a real estate agent/broker to sell the property, […]
What is a trust? Often time people think that trusts are reserved for the ultra-wealthy only. For many of us the word “trust” makes us think of trust fund kids who have seemingly won the genetic lottery. However, a trust can serve many different purposes and are, therefore, not reserved solely for ne’er-do-well grandsons. A […]
One of the primary questions people have about trusts is, what is the difference between an irrevocable trust and a revocable trust (sometimes called a “living trust”)? The surface level answer, not to be flippant, is one is revocable, and one is not revocable, or in another word, one is irrevocable. To dig a little […]
In a landmark decision from the Appellate Division Second Department, Partner, Christopher Kelley achieved a winning result for our client establishing in a case of first impression who really is a “stranger” when considering the “Stranger To The Deed rule.” The “stranger to the deed rule” holds that when a grantor executes a deed that […]
Bernadette Tuthill, Partner, is the VP of the North Fork Breast Health Coalition and a Co-Chair of the annual 5K Walk For Breast Cancer Awareness to raise funds for the Coalition’s programs, including grants, and free services and products for breast cancer survivors and thrivers on the North Fork. This year’s walk, which took place […]
Partner Bernadette E. Tuthill is Vice President of the North Fork Breast Health Coalition (NFBHC) and Co-Chair of the organization’s 23rd Anniversary 5K Walk for Breast Cancer Awareness to raise money to support the services provided by the NFBHC to residents of the North Fork diagnosed with Breast Cancer. The North Fork Breast Health Coalition […]
Most people should have a will, but it’s rarely the most significant estate planning document an individual holds. Many of a typical household’s assets, such as retirement accounts, can be transferred outside of a will by naming beneficiaries, and documents such as the financial and medical powers of attorney can be more powerful in determining […]
John Shea is a Senior Partner with the firm practicing in the areas of commercial litigation, corporate counseling, real estate transactions and development, environmental law, construction contracts and litigation, and estate planning for high net worth individuals. He has Martindale-Hubbell’s highest rating for attorneys (AV Preeminent), and has been recognized by Martindale as one of […]
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East Hampton, NY 11937
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Hauppauge, NY 11788
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Southampton, NY 11968
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Southold, NY 11971
