Baldwin, New York Estate Planning Lawyers

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Charles Hochbaum
Charles Hochbaum
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Baldwin, NY Estate Planning Lawyer

New York
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Rudolf Karvay
Rudolf Karvay
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New York Estate Planning Lawyer with 26 years experience

Rudolf is a frequent lecturer on estate and trust topics and is a member of the Nassau County Bar Association where he serves on the Surrogate’s Court Committee. He is also a member of the Estate... Read More »
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Mark Nathanson
Mark Nathanson
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New York Estate Planning Attorney with 51 years experience

Brooklyn Law SchoolNew York
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Brian Andrew Tully
Brian Andrew Tully
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New York Estate Planning Lawyer with 20 years experience

Brian Andrew Tully is the founder of Tully Law, PC. He is Certified as an Elder Law Attorney by the National Elder Law Foundation and has been practicing elder law since 1998. Tully Law, PC focuses on... Read More »
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Stephen Bilkis
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Baldwin, NY Estate Planning Lawyer with 21 years experience
(800) 696-9529 805 Smith St
 Baldwin, NY 11510
Free ConsultationEstate Planning, Criminal, Divorce and Probate
Touro Law School
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Charles Hochbaum
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Baldwin, NY Estate Planning Lawyer
(800) 696-9529 805 Smith St
 Baldwin, NY 11510
Estate Planning, Criminal and Personal Injury
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William Thomas Toohey
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Baldwin, NY Estate Planning Lawyer with 17 years experience
(800) 696-9529 805 Smith St
 Baldwin, NY 11510
Free ConsultationEstate Planning, DWI, Divorce and Probate
New York Law School
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Steven Zalewski
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Baldwin, NY Estate Planning Attorney with 31 years experience
(800) 696-9529 805 Smith St
 Baldwin, NY 11510
Free ConsultationEstate Planning, Divorce, Family and Probate
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James Martin Gallagher
Baldwin, NY Estate Planning Attorney with 37 years experience
(516) 223-0993 2249 Derby Rd
 Baldwin, NY 11510
Estate Planning and Bankruptcy
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Susan Lyons
Baldwin, NY Estate Planning Lawyer
(516) 546-2003 2504 Grand Ave
 Baldwin, NY 11510
Estate Planning, Business and Real Estate
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Jerome Murphy
Baldwin, NY Estate Planning Attorney with 36 years experience
(516) 378-1700 2305 Grand Ave
 Baldwin, NY 11510
Estate Planning, Employment, Personal Injury and Products Liability
Brooklyn Law School
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Thomas Patrick Dougherty
Baldwin, NY Estate Planning Attorney with 57 years experience
(516) 223-2621 625 Merrick Rd
 Baldwin, NY 11510
Estate Planning, Business and Real Estate
New York Law School
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Aaron Elliot Futterman
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Valley Stream, NY Estate Planning Attorney with 18 years experience
(516) 323-8559 70 East Sunrise Highway
Suite 513
 Valley Stream, NY 11581
Free ConsultationEstate Planning, Elder and Probate
Hofstra Univeristy School of Law
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Mr. Futterman established the law firm of Futterman & Lanza in Smithtown, New York after working for several years at a premier Long Island Elder Law and Estate Planning firm and after establishing a successful solo practice located in Commack, New York. An adjunct professor at a Long Island based College, Mr. Futterman’s work experience as a Certified Public Accountant with two of the world’s largest public accounting firms enhances his ability to resolve the complex legal issues that arise in his Estate Planning, Tax, and Elder Law practice. The legal and tax experience Mr. Futterman has acquired...
(631) 979-4300 222 E Main St # 314
 Smithtown, NY 11787
Michael A. Markowitz
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Hewlett, NY Estate Planning Attorney with 28 years experience
1553 Broadway
 Hewlett, NY 11557
Estate Planning, Business, Divorce and Landlord Tenant
Touro College Jacob D. Fuchsberg Law Center and Washington University School of Law
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Many of my clients operate large companies. Normally they need a personalized approach that they cannot receive in a large law practice. I listen. I give options. I try to give realistic expectations. I believe success is proper execution after a client makes an informed decision. Examples of reported decisions: Hill v. Estate of Avnet, 13 Misc.3d 1210(A), 824 N.Y.S.2d 754 (Defeated partners' claim against deceased client's estate), Archdeacon v. Town of Oyster Bay, 12 Misc.3d 438, 813 N.Y.S.2d 289 (Suffolk Sup. Ct. 2006) (Reversed town on Article 78), Glazer v. AA Premier...
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Amideo Nicholas Guzzone
Amideo Nicholas Guzzone
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New York Estate Planning Lawyer

AMIDEO NICHOLAS GUZZONE & ASSOCIATES, P.C. Established and well Respected Law firm serving Suffolk County, Nassau County and all New York Counties for over 50 years Personal Injury / Accident... Read More »
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Suzanne A. Ettinger
Suzanne A. Ettinger
PREMIUM

New York Estate Planning Lawyer with 26 years experience

Touro CollegeConnecticut and New York
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Elliot S. Schlissel
Claimed Lawyer ProfileLII GoldSocial Media
Lynbrook, NY Estate Planning Lawyer with 39 years experience
(800) 344-6431 479 Merrick Road
 Lynbrook, NY 11563
Free ConsultationEstate Planning, Criminal, Divorce and Family
SUNY Buffalo Law School
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Established in 1978, The Law Office of Elliot S. Schlissel is a multi-service firm of five lawyers committed to client-focused, cost-effective legal services in the Five Boroughs of New York City, Nassau and Suffolk Counties. Our law office provides high quality, personalized legal services regarding divorce, family law, foreclosure defense, criminal cases, real estate, personal injury, elder law, bankruptcy, and wills, trusts and estates. Mr. Schlissel graduated from SUNY Oswego in 1972 and attended the Hofstra and Buffalo law schools.
(718) 350-2802 80-30 164th St.
 Jamaica, NY 11432
(631) 319-8262 105 Maxess Rd.
 Melville, NY 11747
Michael Lawrence Pfeifer
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East Meadow, NY Estate Planning Lawyer with 31 years experience
(516) 222-1773 90 Merrick Ave.
Suite 106
 East Meadow, NY 11554
Estate Planning, Elder and Probate
Pace Law School
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As the founder of The Law Firm of Michael L. Pfeifer, P.C., Nassau County attorney Michael L. Pfeifer Esq. offers legal services in estate planning and elder law issues. Since 1987, he has been in the legal field. Attorney Pfeifer was recognized by the New York Law Journal as one of the top rated lawyers in the New York area. He is a graduate of the Stony Brook University and the Pace University School of Law. Mr. Pfeifer is an instructor at the Nassau Academy of Law and a member of the National Academy of Elder Law Attorneys.
Elisha Wellerstein
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West Hempstead, NY Estate Planning Attorney with 5 years experience
(718) 473-0699 791 Bradley St
 West Hempstead, NY 11552
Free ConsultationEstate Planning, Elder and Probate
Touro College
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I am the founding principal of Wellerstein Law Group, P.C. With my years of experience as an accountant and business consultant, I am able to offer the most sound advice when it comes to your legal needs. My focus is on Estate Planning and Elder Law. My knowledge in law and tax matters come together to offer you and your family the best advice while you are planning for your future. I also heads the firm's Seminar Division. I am available for seminar/presentations to educate you and your groups in the basics of ElderLaw and Estate Planning. I can...
(718) 473-0699 60-45 Eliot Ave
 Maspeth, NY 11378
(718) 473-0699 551 Madison Ave
Suite 1101
 New York, NY 10022
(718) 473-0699 160 Remington Blvd
 Ronkonkoma, NY 11779
Lori Nevias
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Rockville Centre, NY Estate Planning Attorney with 23 years experience
(516) 724-0314 24 Princeton Street
 Rockville Centre, NY 11570
Estate Planning, Elder, Personal Injury and Probate
Cardozo Law School
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Lori Nevias is a Long Island based lawyer who practices in courts all over New York, and takes on clients in and out of New York state. A skilled practitioner and compassionate advocate, she has successfully litigated personal injury, malpractice, real estate, civil rights, family law and estate law cases for over 20 years. An insightful counselor with a wide and deep range of experience, she has also successfully advocated for clients in real estate and business transactions, and areas of law ranging from copyright infringement to adoption.
Shane S. Hassin
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Rockville Centre, NY Estate Planning Lawyer with 1 year experience
(516) 536-6067 330 Sunrise Highway
Suite 200
 Rockville Centre, NY 11570
Free ConsultationEstate Planning, Personal Injury and Real Estate
Maurice A. Deane School of Law at Hofstra University
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Mark Nathanson
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West Hempstead, NY Estate Planning Attorney with 51 years experience
(516) 775-7500 672 Wildwood Rd
 West Hempstead, NY 11552
Estate Planning, Business, Landlord Tenant and Real Estate
Brooklyn Law School
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Ellen A. Victor
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Merrick, NY Estate Planning Attorney with 11 years experience
(516) 223-4800 25 Merrick Avenue
 Merrick, NY 11566
Estate Planning, Business and Real Estate
Maurice A. Deane School of Law at Hofstra University
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Theodore Robinson
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Hempstead, NY Estate Planning Lawyer with 44 years experience
(516) 248-6600 26 St. Paul's Place
 Hempstead, NY 11501
Estate Planning, DWI, Personal Injury and Probate
Brooklyn Law School
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When you call this law firm, you get Ted Robinson, not an Associate. This is a personalized law firm that after 36 years has enough experience to know about all kinds of cases so they can be reviewed and handled or referred out to the right expert in any particular field. After 36 years Ted has had experiences in most fields of law and met many, mnay great attorneys to refer to - all with 20 or more years of experience. Ted cares about his clients and they know it.
Vanessa Icolari
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Valley Stream, NY Estate Planning Lawyer
(855) 549-4557 32 W Merrick Road
 Valley Stream, NY 11580
Estate Planning, Business, Elder and Family
Columbia Law School
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The Law Office of Vanessa Icolari handles a variety of Trusts and Estates Law, Elder Law, Family Law, Business Law and Special Needs Planning matters. Vanessa offers free initial consultations, bilingual Spanish/English assistance, and Notary Public services. Vanessa R. Icolari, Esq. is a graduate of Columbia Law School and a member of the New York State Bar Association. Vanessa has been licensed to practice law in New York since 2010, and has worked in a variety of legal sectors including government, judicial, non-profit, and corporate. In college and law school Vanessa interned for an New York...
Eric Andrew Suffin
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East Rockaway, NY Estate Planning Attorney with 10 years experience
(516) 218-2020 2 Lawson Avenue
Suite 6
 East Rockaway, NY 11518
Estate Planning, Appeals, Arbitration & Mediation and Civil Rights
Touro College
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The Law Firm of Eric Andrew Suffin handles the following cases: Employment Discrimination * Sex/Gender Discrimination * Pregnancy Discrimination * Race/Color Discrimination * Disability Discrimination * National Origin Discrimination * Sexual Orientation Discrimination * Age Discrimination * Religious Discrimination * Discrimination Based On A Genetic Characteristic Harassment * Sexual Harassment * Other Types Of Workplace Harassment Retaliation Wage Claims * Unpaid Wage and Overtime Pay ...
New York, NY
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Michael Ettinger
Michael Ettinger
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I think you will enjoy our low-key, no obligation, free consultation.

With 15 offices and 15 thousand satisfied clients since 1991, we (1) avoid probate, (2) avoid guardianship proceedings, (3) protect assets from nursing home costs, (4) file Medicaid applications, and (5) probate estates.
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Steven Zalewski
Steven Zalewski
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Baldwin, NY Estate Planning Attorney with 31 years experience

New York
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Joseph P. Donlon
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Uniondale, NY Estate Planning Attorney with 16 years experience
(516) 522-8900 626 RXR Plaza
 Uniondale, NY 11556
Estate Planning and Elder
Fordham Univ. School Of Law
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New York estate planning attorney Joseph P. Donlon is the founder of Donlon & Associates, PC. Joe's practice is dedicated to helping clients prevent family strife, reduce taxes, and protect their assets and legacies from lawsuits, creditors, and nursing home costs. He has worked with a wide range of clients during his professional career, from those of modest means with basic needs, to those possessing tens of millions of dollars in assets and requiring sophisticated planning. He is a frequent lecturer and presenter on estate planning topics and is routinely invited to speak before financial institutions, civic groups, and business...
(212) 242-8300 18 E. 48th Street, Ste. 1001
 New York, NY 10017
James Follender
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Valley Stream, NY Estate Planning Attorney with 22 years experience
(516) 825-5356 215 East Merrick Road
 Valley Stream, NY 11580
Free ConsultationEstate Planning, Bankruptcy, Divorce and Probate
Touro College Jacob D. Fuchsberg Law Center
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Jennifer Ann Wynne
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Garden City, NY Estate Planning Lawyer with 15 years experience
(833) 829-2889 1225 Franklin Avenue
Suite 325
 Garden City, NY 11530
Estate Planning and Tax
Hofstra University School Of Law
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Jennifer Ann Wynne is the principal of Wynne Law, P.C., located in Garden City on Long Island. She is an Attorney and Certified Public Accountant, born and raised on Long Island, with significant experience handling a variety of legal matters. Aside from practicing at a tax attorney, she has experience handling all aspects of complex business and commercial litigation, including bench and jury trials and appeals, along with litigation involving employment, labor and education law. She is also familiar with estate planning, Surrogate Court practice and drafting business agreements.

She graduated from...
David P. Badanes
Claimed Lawyer ProfileQ&ASocial Media
Garden City, NY Estate Planning Attorney with 14 years experience
(631) 239-1702 1225 Franklin Avenue
Suite 325
 Garden City, NY 11530
Free ConsultationEstate Planning, Divorce, Elder and Family
St. John's School of Law
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David Badanes Esq. - Experienced Long Island divorce lawyer and family law attorney serving Nassau and Suffolk counties. Concentrating in divorce, contested divorce, uncontested divorce, divorce mediation, matrimonial & family law and criminal defense. The Badanes Law Office is committed to providing optimal representation, while exceeding his clients’ expectations. He represents clients in Suffolk County, Nassau County and the New York City area with offices in Northport, Suffolk County and Garden City, Nassau County.
(631) 239-1702 842 Route 25A
 Northport, NY 11768
Steven M Adler Esq.
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Jericho, NY Estate Planning Lawyer with 29 years experience
(516) 876-1105 390 North Broadway
Suite 200
 Jericho, NY 11753
Estate Planning, Business, Elder and Probate
Brooklyn Law School
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Attorney Adler is a Long Island estate planning lawyer who has the dedication and experience you are looking for in your representative. When you come to the Law Offices of Steven M. Adler, you can have confidence in the help you can receive. Attorney Adler has dealt with all kinds of complications and hardships, and he is ready to stand beside you and assist you at this time. He obtained his Bachelor of Arts degree at the State University of New York at Albany. He later received his Juris Doctorate at Brooklyn Law School. When you come to this law...
Deborah Ellie Kaminetzky
Claimed Lawyer ProfileBlawgsearchSocial Media
Cedarhurst, NY Estate Planning Attorney with 26 years experience
(516) 374-0074 132 Spruce Street
 Cedarhurst, NY 11516
Estate Planning, Business and Divorce
New York Law School
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Deborah Kaminetzky is the founding member of Kaminetzky Law & Mediation, P.C. Prior to starting the firm Ms. Kaminetzky was an associate at a local litigation firm where she primarily practiced matrimonial and family law. Deborah is a member of the New York State Council on Divorce Mediation, Family and Divorce Mediation Council of Greater New York, National Association of Divorce Professionals, American Bar Association (Dispute Resolution, General Practice, Solo and Small firm Division and Law Practice Management Sections), New York State Bar Association (Business, Dispute Resolution, Estate, Family Law and General Practice Sections), Nassau County Bar Association...
Lance Howard Meyer
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Lake Success, NY Estate Planning Lawyer with 12 years experience
(516) 488-2255 3 Dakota Drive, Suite 300
 Lake Success, NY 11042
Free ConsultationEstate Planning, Criminal, Divorce and Family
Maurice A. Deane School of Law at Hofstra University
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I am dedicated to providing quality and affordable legal representation to all of my clients. I care about each and every client's individual needs and goals and work vigorously to allow my clients to realize their goals. I am available to my clients 24/7 should they need me. I treat my client's cases as if they were my own and will never stop fighting on their behalf. I am honest with all of my clients and will always advise my clients as to what is in their best interests.
Arnold M. Bottalico
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Garden City, NY Estate Planning Attorney with 26 years experience
(516) 543-1329 1225 Franklin Avenue
Suite 325
 Garden City, NY 11530
Estate Planning, Foreclosure Defense, Insurance Claims and Probate
Maurice A. Deane School of Law at Hofstra University
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Over twenty-three years of diversified legal experience. My practice areas include: Foreclosure Defense, Estate Planning, Real Estate, and Personal Injuries. Call for free consultation!
Rudolf Karvay
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Garden City, NY Estate Planning Lawyer with 26 years experience
(800) 939-0235 100 Garden City Plaza
 Garden City, NY 11530
Free ConsultationEstate Planning, Elder, Probate and Tax
Brooklyn Law School
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Rudolf is a frequent lecturer on estate and trust topics and is a member of the Nassau County Bar Association where he serves on the Surrogate’s Court Committee. He is also a member of the Estate Planning Council of Nassau County. COMMUNITY WORK He is active in his community and currently serves as the President of the Board of Trustees of Bleuler Psychotherapy Center a not for profit mental health clinic located in Forest Hills, New York. He also serves on the Professional Advisory Committee of the Long Island Community Foundation and is a volunteer attorney...
Lori Somekh
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Bellerose, NY Estate Planning Lawyer with 22 years experience
(718) 740-3300 247-67 Jericho Tpke.
 Bellerose, NY 11426
Estate Planning, Elder and Probate
St. John's University School of Law
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Ms. Somekh enjoys serving her clients’ elder law needs especially those affecting their health and wealth. She has served in guardianship cases as court evaluator, court-appointed counsel, temporary guardian and guardian-ad-litem. She has served as a Judicial Hearing Officer for the State of New York, where hearing appeals of real property tax reductions cases. Prior to building a successful elder advocacy firm, Ms. Somekh was assistant vice president of First Northern Mortgagee Corp., and an associate of Cullen & Dykman, one of New York City’s oldest and largest law firms.

Ms. Somekh graduated from Pennsylvania State University in 1981 and received...
(718) 740-3300 247-67 Jericho Tpke.
 Bellerose, NY 11426
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Andrew J. Gilbride
Andrew J. Gilbride
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New York Estate Planning Lawyer

Touro College Jacob D. Fuchsberg Law CenterNew York and U.S. District Court, Southern District of New York
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Elliot S. Schlissel
Elliot S. Schlissel
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New York Estate Planning Lawyer with 39 years experience

Established in 1978, The Law Office of Elliot S. Schlissel is a multi-service firm of five lawyers committed to client-focused, cost-effective legal services in the Five Boroughs of New York City, Nassau... Read More »
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Robbie L Vaughn
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Mineola, NY Estate Planning Lawyer with 10 years experience
(516) 858-2620 393 Jericho Turnpike, Suite 208
 Mineola, NY 11501
Free ConsultationEstate Planning, Bankruptcy, Business and Consumer
Touro College
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Call The Law Firm of Vaughn & Weber, Pllc, at 516-858-2820 for help with your specific legal issue. Robbie and John are caring and dedicated New York lawyers. They provide their clients with fine legal service at a reasonable fee. They assist Suffolk County, Nassau County, Queens and Brooklyn residents with their Family Law Matters, Real Estate Closings, Real Estate Litigation, Collection Matters, Uncontested and Contested Divorces, Landlord-Tenant Matters, Foreclosure Defense, Loan Modifications, Foreclosure Settlement Conferences, General Civil Litigation and Bankruptcy Filings. They look forward to providing you with answers to your specific legal questions. You can call Robbie L. Vaughn...
Marc Howard Weissman
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Garden City, NY Estate Planning Lawyer with 18 years experience
(516) 248-7844 1050 Franklin Avenue Suite 300
 Garden City, NY 11530
Free ConsultationEstate Planning, Elder, Personal Injury and Probate
Rutgers School of Law-Newark
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Elliot D. Samuelson
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Garden City, NY Estate Planning Lawyer with 57 years experience
(516) 584-4685 300 Garden City Plaza
Suite 444
 Garden City, NY 11530
Estate Planning, Arbitration & Mediation, Civil Rights and Elder
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Since 1961, Attorney Elliot D. Samuelson has represented clients in divorce and family law cases. With more than 50 years of experience in the field, he is a strong advocate capable of reaching fair settlements, as well as winning verdicts when litigation is in the best interests of his clients. More information is available by calling (516) 584-4685 or visiting www.samuelsonhause.net.
Suzanne A. Ettinger
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New Hyde Park, NY Estate Planning Lawyer with 26 years experience
(516) 327-8880 3000 Marcus Ave
#1E7
 New Hyde Park, NY 11042
Free ConsultationEstate Planning, Elder and Probate
Touro College
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Reena Gulati
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Lake Success, NY Estate Planning Attorney with 22 years experience
3000 Marcus Avenue
Suite 1E5
 Lake Success, NY 11042
Estate Planning, Business and Real Estate
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Result oriented attorney. Stratigically guiding clients in their legal matters.
Adam C Neal
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Mineola, NY Estate Planning Lawyer with 5 years experience
(347) 598-3990 170 Old Country Road
Suite 600
 Mineola, NY 11501
Free ConsultationEstate Planning, Criminal, DWI and Traffic Tickets
Fordham University School of Law
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"Finding the right attorney can be stressful and confusing, and lawyers are often only needed when something unexpected or tragic has happened. Whatever problem you face, whether you or someone you know was arrested, received a traffic ticket, was injured in an accident, or something else, Adam C. Neal Law is here to handle the problem so you don't have to." Adam C. Neal, Esq. is a graduate of both Fordham Law School and Columbia University and spent many years as a prosecutor for the Nassau County District Attorney's office. He has handled thousands of criminal cases, appearing in...
(347) 598-3990 106 West 32nd Street
 New York, NY 10001
Peter Arcese
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Garden City, NY Estate Planning Attorney with 28 years experience
(516) 742-8735 Of Counsel, Donlon & Harold P.C.
350 Old Country Rd, Ste 101
 Garden City, NY 11530
Estate Planning, Arbitration & Mediation and Elder
New York University School of Law and Maurice A. Deane School of Law at Hofstra University
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David Bythewood
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Mineola, NY Estate Planning Attorney with 34 years experience
(516) 741-0066 85 Willis Avenue,Suite J
 Mineola, NY 11501
Free ConsultationEstate Planning, Appeals, Business and Civil Rights
Maurice A. Deane School of Law at Hofstra University
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Brian Stephan Devery
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Mineola, NY Estate Planning Attorney with 14 years experience
(516) 433-0480 393 Jericho Turnpike
Suite 208
 Mineola, NY 11501
Estate Planning, Bankruptcy, Business and Foreclosure Defense
Maurice A. Deane School of Law at Hofstra University
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I am an attorney who practices in the areas of Real Estate, Foreclosures, Short Sales, Loan Modifications, Bankruptcy, Wills, Trusts & Estates, Civil Litigation and Small Business matters. My law firm consists of myself and my wife and we have been in practice since 2003. We pride ourselves on treating clients with the respect they deserve and the service they need.
Michael W. Alpert
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Garden City, NY Estate Planning Lawyer with 20 years experience
(516) 280-7288 226 Seventh Street
Suite 302
 Garden City, NY 11530
Estate Planning, DWI, Real Estate and Traffic Tickets
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Principal attorney Michael W. Alpert is an Ivy-League graduate of Cornell University School of Industrial and Labor Relations. Graduate of Hofstra University School of Law. Admitted to practice in all New York State Courts and Eastern and Southern District of New York.
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Stephen Bilkis
Stephen Bilkis
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Baldwin, NY Estate Planning Lawyer with 21 years experience

Touro Law SchoolNew York
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Janna P. Visconti
Janna P. Visconti
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New York Estate Planning Attorney with 38 years experience

St. John's University School of LawArizona and New York
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Estate Planning Lawyers in Nearby Cities

Estate Planning Lawyers in Nearby Counties

FAQ Lawyers Get Listed

Baldwin Estate Planning Legal Aid & Pro Bono Services

Nassau/Suffolk Law Services Committee
(631) 232-2400
Islandia, NY

Nassau County Department of Senior Citizen Affairs
(516) 227-8900
Uniondale, NY

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.

Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.

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