Brentwood, New York Estate Planning Lawyers

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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. Read More »
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Janna P. Visconti
Janna P. Visconti
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New York Estate Planning Attorney with 39 years experience

St. John's University School of LawArizona and New York
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Brian Andrew Tully
Brian Andrew Tully
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New York Estate Planning Lawyer with 21 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 helping elders... Read More »
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Suzanne A. Ettinger
Suzanne A. Ettinger
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Free Consultation! Experienced & Dedicated Estate Planning & Elder Law Attorney!

I provide attentive and knowledgeable legal counsel for estate planning and elder law matters. I am dedicated to helping you achieve your goals! Visit my website for more information and call for a free consultation. Read More »
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Elliot S. Schlissel
Elliot S. Schlissel
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New York Estate Planning Lawyer with 40 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 and Suffolk... Read More »
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Stephen Bilkis
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(800) 696-9529 8 E Main St
 Bay Shore, NY 11706
Free ConsultationBay Shore, NY Estate Planning Lawyer with 22 years experience
Estate Planning, Criminal, Divorce and Probate
Touro Law School
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Free Consultation | (800) 696-9529 | Call 24/7 | Stephen Bilkis is the managing Partner of the New York Law firm Stephen Bilkis & Associates, PLLC. Aggressively representing clients in their legal needs.
John Peter Brooke
Claimed Lawyer ProfileQ&ASocial Media
Bay Shore, NY Estate Planning Attorney with 12 years experience
(631) 397-0042 85 W. Main Street
Suite 201
 Bay Shore, NY 11706
Free ConsultationEstate Planning, Bankruptcy, Family and Foreclosure Defense
California Western School of Law
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After working for several Long Island law firms practicing in the areas of bankruptcy, loan modifications, estates, civil litigation and family law, John P. Brooke, Esq. opened his own law office. The Brooke Law Firm serves is a full service law practice dedicated to helping Long Islander's in all the legal challenges that life throws at them. John P. Brooke, Esq. also interned for Senior Federal Judge Leonard Wexler while in law school. John is also currently a Special Assistant Prosecutor for the Village of Ocean Beach on Fire Island.
Joanne Fanizza
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Bay Shore, NY Estate Planning Attorney with 31 years experience
(631) 647-9595 One East Main Street
Suite 1
 Bay Shore, NY 11706
Estate Planning, Elder, Probate and Real Estate
University of Florida
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I am your New York-Florida connection, with offices on Long Island and in Fort Lauderdale. I practice: Estate planning for New Yorkers and Floridians, especially for those contemplating changing domiciles; administration of estates in both states, especially ancillary administrations for decedents with properties in both or either state; real estate transactions in both states, especially New Yorkers buying or selling in Florida. I also practice in the areas of litigation and small business law. I have more than 25 years' experience practicing law in Florida, and eight in New York. My office provides caring service with an...
Howard E. Knispel
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Commack, NY Estate Planning Lawyer with 30 years experience
(631) 864-7589 354 Veterans Highway
 Commack, NY 11725
Free ConsultationEstate Planning, Bankruptcy, Criminal and Elder
New York Law School
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Howard E. Knispel has been practicing law since 1989, having graduated from Eisenhower College of World Studies of the Rochester Institute of Technology with a degree in International Politics in 1981 and New York Law School in 1988 with a Doctor of Jurisprudence. Howard concentrates his practice to Divorce, Family Law, Bankruptcy, Criminal, Traffic and DWI, Real Estate and Wills. Howard has conducted numerous trials, both jury and non-jury. Howard has negotiated and settled hundreds of divorce, custody and support matters. Howard has helped many people get out from crippling debt to get a fresh start....
Rudolph Migliore
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Commack, NY Estate Planning Attorney with 42 years experience
(631) 543-3663 353 Veterans Memorial Hwy
Suite 210
 Commack, NY 11725
Estate Planning, Criminal, DWI and Family
Widener University Delaware School of Law
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Jodi Ann Donato
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East Islip, NY Estate Planning Lawyer with 26 years experience
(631) 654-9008 130 West Main Street
 East Islip, NY 11730
Estate Planning, Divorce, Family and Probate
Touro College Jacob D. Fuchsberg Law Center
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Leonard Anthony Bellavia
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Hauppauge, NY Estate Planning Lawyer with 36 years experience
(631) 224-7000 490 Wheeler Road, Suite 250
 Hauppauge, NY 11788
Estate Planning, Bankruptcy, Business and Real Estate
St. John's University School of Law
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Leonard A. Bellavia, founding partner of the law firm of Bellavia Blatt Andron & Crossett, PC, is a nationally recognized authority in the field of automotive franchise law and represents thousands of automobile dealerships across the country in all aspects of commercial litigation and buy/sell transactions. He has been instrumental in negotiating the sale of hundreds of dealerships and has achieved national recognition for advocating the mass action litigation model on behalf of franchised automobile dealers. Most notably, Len has successfully implemented the mass litigation model in the following actions: • In a settlement to recover reasonable compensation for warranty parts...
Patrick R. Garcia
Claimed Lawyer ProfileBlawgsearch
Bay Shore, NY Estate Planning Lawyer with 36 years experience
(800) 696-9529 8 E Main St
 Bay Shore, NY 11706
Free ConsultationEstate Planning, Divorce, Elder and Family
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Barbara M. Pizzolato P.A.
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Islandia, NY Estate Planning Attorney with 32 years experience
Suite 430, One Suffolk Square
1601 Veterans Memorial Highway
 Islandia, NY 11749
Estate Planning, Business and Probate
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Barbara M. Pizzolato, P.A., is committed to offering you the kind of personalized, customized legal services you expect and deserve. With 28 years of experience in a multitude of jurisdictions and practice areas, Ms. Pizzolato has mastered the tools and strategies inherent in proper estate planning, allowing her to effectively address the legal issues affecting you, your loved ones and your business. In addition, Ms. Pizzolato is dedicated to forging strong personal relationships with her clients. She will work with you in a collaborative way to guide you through difficult and complicated personal and business matters, and work tirelessly...
Elaine Anderson Turley
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Hauppauge, NY Estate Planning Lawyer with 11 years experience
(631) 406-7565 900 Route 111
Suite 220
 Hauppauge, NY 11788
Estate Planning
St. John's School Of Law
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Stephen Bilkis
Stephen Bilkis
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Free Consultation! Skilled New York Estate Planning Attorney!

I am an experienced and accomplished estate planning lawyer. I am dedicated to advocating for the rights and best interests of you and your family! Visit my website for more information, call for a free consultation. Read More »
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Steven Zalewski
Steven Zalewski
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New York Estate Planning Attorney with 32 years experience

New York
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David P. Badanes
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Northport, NY Estate Planning Attorney with 15 years experience
(631) 239-1702 842 Route 25A
 Northport, NY 11768
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.
Joseph A. Bollhofer Esq.
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St. James, NY Estate Planning Lawyer with 34 years experience
(631) 584-0100 291 Lake Avenue
 St. James, NY 11780
Estate Planning, Elder, Probate and Real Estate
Fordham University School of Law and State University of New York - Stony Brook
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Mr. Bollhofer is an attorney, and President of the law office of Joseph A. Bollhofer, P.C. in St. James, New York. He is licensed to practice law in New York and New Jersey. Mr. Bollhofer received his undergraduate degree from the Stony Brook University and his law degree from Fordham University School of Law. Elder Law and Estate and Business Planning, including asset transfer and Medicaid applications, have been primary areas of Mr. Bollhofer's law practice since 1985. He periodically gives lectures in these areas of law to community, professional and continuing education groups. He is a member...
Elliot S. Schlissel
Claimed Lawyer ProfileLII GoldSocial Media
Melville, NY Estate Planning Lawyer with 40 years experience
(631) 319-8262 105 Maxess Rd.
 Melville, NY 11747
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.
Suzanne A. Ettinger
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Smithtown, NY Estate Planning Lawyer with 27 years experience
(800) 500-2525 50 NY-111
#210
 Smithtown, NY 11787
Free ConsultationEstate Planning, Elder and Probate
Touro College
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Suzanne's interest in Elder Law Estate Planning comes from her personal experience as a daughter caring for the needs of her father after he was diagnosed with many health issues including dementia. Suzanne knows first hand how difficult it is for families to navigate the estate planning needs of their loved ones and how important it is to be informed of their options.

Public service has been a very important part of Suzanne's life. Suzanne serves as the attorney consultant to the Long Island chapter of the non-profit organization Every Child Matters. She has been a member of the local PTA...
Jessica Kiely
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Smithtown, NY Estate Planning Lawyer with 13 years experience
(800) 500-2525 50 NY-111
#210
 Smithtown, NY 11787
Free ConsultationEstate Planning, Elder and Probate
The City University of New York School of Law
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Bonnie Kraham
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Smithtown, NY Estate Planning Attorney with 23 years experience
(800) 500-2525 50 NY-111
#210
 Smithtown, NY 11787
Free ConsultationEstate Planning, Elder and Probate
University of Miami School of Law
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Michael Ettinger
Claimed Lawyer ProfileLII PlatinumBlawgsearchSocial Media
Smithtown, NY Estate Planning Lawyer with 39 years experience
(800) 500-2525 50 NY-111
#210
 Smithtown, NY 11787
Free ConsultationEstate Planning, Elder and Probate
Mcgill Law School
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Michael Ettinger is the Author of "Elder Law Estate Planning" and has been practicing Elder Law Estate Planning since 1991. With twelve attorneys and 25 staff members Ettinger Law Firm is New York's largest Elder Law Estate Planning Firm. We provide free consultations for Revocable and Irrevocable Living Trusts, Medicaid Asset Protection Trusts, Medicaid Applications, Special Needs Trusts, Probate, Estate Administration, Estate Tax Planning and all other areas of Elder Law Estate Planning.
Always friendly and personable, our staff will make you feel at ease with whatever issues you are facing and we are happy to give you...
Regina Brandow
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Stony Brook, NY Estate Planning Lawyer with 22 years experience
(631) 675-2540 1352 Stony Brook Rd
 Stony Brook, NY 11790
Estate Planning, Elder and Social Security Disability
Touro College Jacob D. Fuchsberg Law Center
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I concentrate in the areas of Special Needs Planning, Trusts & Estates, Guardianships, and Elder Law. I am an advocate for families and individuals with disabilities and hold seminars throughout New York and Long Island on special needs planning. You can find a calendar of my upcoming events on my website. Call my office for a no-obligation consultation or to arrange for me to speak to your organization.
Daniel Howard Guttmann
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Shirley, NY Estate Planning Lawyer with 32 years experience
(631) 399-1194 944 Montauk Hwy.
 Shirley, NY 11967
Estate Planning, Criminal, DWI and Divorce
State University of New York - Buffalo and Buffalo Law
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Former Assistant District Attorney with 33 years of trial experience in the fields of Criminal Defense, Matrimonial, Family Law, Personal Injury and Civil Litigation. Our firm also handles Real Estate Contracts and Closings, Traffic Ticket Defense, Wills and Social Security Disability Law.
George Evangelos Patsis
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Lindenhurst, NY Estate Planning Attorney with 18 years experience
(631) 225-4601 152 North Wellwood Avenue
Suite 1
 Lindenhurst, NY 11757
Free ConsultationEstate Planning, Elder, Landlord Tenant and Probate
Hofstra University
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After Nearly Two Decades Practicing Law, George E. Patsis Has Served Each & Everyone Of His Clients With The Utmost Dedication, Honorability, Experience & Success. Nothing Is As Important To Mr. Patsis Then His Commitment To Providing The Highest Quality Of Legal Services Within All Areas Of Law. Mr Patsis Is More Than Just An Attorney, He Is Someone You Can Count On. Though Compassionate & Understanding, Mr. Patsis Is Strategic & Expeditious Which Allows Him To Exceed Clients Expectations. At Patsis Law our Long Island Attorneys are always here to help you with your legal...
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Charles Hochbaum
Charles Hochbaum
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Free Consultation! Experienced Estate Planning Attorney! Knowledgeable Advocacy!

I provide trusted and skilled legal counsel in all areas of estate planning. I will work diligently to achieve your needed and desired outcomes! Visit my website for more information or call for a free consultation. Read More »
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Andrew J. Gilbride
Andrew J. Gilbride
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Free Consultation! Dedicated Estate Planning Lawyer! Skilled Legal Advocacy!

I am an experienced New York estate planning attorney. My legal knowledge is equal to the compassion I have to make a positive difference in your life! Visit my website for information. Call for a free consultation. Read More »
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Brian Andrew Tully
Claimed Lawyer ProfileLII GoldSocial Media
Melville, NY Estate Planning Lawyer with 21 years experience
(631) 424-2800 532 Broadhollow Road
Ste 123
 Melville, NY 11747
Estate Planning and Elder
Touro Law Center
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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 helping elders and their families find and pay for good long-term care. Our firm helps those who are planning in advance for potential long-term care, as well as those who have an urgent need for care. We also offer a comprehensive service called Life-Care Planning which combines asset protection, public benefits qualification, care coordination, nursing home advocacy and...
Richard Chertock
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Ronkonkoma, NY Estate Planning Attorney with 32 years experience
(516) 771-6900 3505 Veterans Memorial Highway
Suite D
 Ronkonkoma, NY 11779
Free ConsultationEstate Planning, Business, Probate and Real Estate
Quinnipiac University School of Law
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3505 Veterans Memorial Highway, Ste D, Ronkonkoma, NY 11779 Solo Practitioner established in 1987. Member of the Nassau County Bar Association. Resident of Merrick, NY.
Amideo Nicholas Guzzone
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Centereach, NY Estate Planning Lawyer
(631) 588-5000 2450 Middle Country rd.
 Centereach, NY 11720
Free ConsultationEstate Planning, Personal Injury, Probate and Workers' Comp
Brooklyn Law School
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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 Law / General Practice law 631-588-5000 FIRM SIZE: 4 Litigation Attorneys 2 Trial Attorneys 5 Support/Litigation Assistants
George L. Roach
Claimed Lawyer ProfileLII Silver
Smithtown, NY Estate Planning Lawyer with 42 years experience
(631) 360-5600 162 Terry Rd
 Smithtown, NY 11787
Estate Planning, Elder and Probate
St. John's University School of Law
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Carol Ryder Esq.
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Fort Salonga, NY Estate Planning Lawyer with 10 years experience
(631) 848-1204 10 Salonga Woods Road
 Fort Salonga, NY 11768
Free ConsultationEstate Planning, Civil Rights, Elder and Foreclosure Defense
Touro College Jacob D. Fuchsberg Law Center
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Former Wall Streeter with many years of experience in Finance and Business Management. The skills developed there have translated into a great edge in zealously representing legal clients.
Lawrence Israeloff
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Melville, NY Estate Planning Attorney with 27 years experience
(516) 537-4440 445 Broad Hollow Road
Suite 205
 Melville, NY 11747
Estate Planning and Tax
Pace Law School and New York University School of Law
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The Law Offices of Lawrence Israeloff, PLLC, Tax Attorney. Lawrence Israeloff, Esq., CPA, CFP®, is an experienced solo tax attorney and CPA with offices in New York and Long Island. His practice focuses on federal, state and local individual and business income tax planning, personal financial planning, transactional tax consulting and research, trusts, estates, and gift tax planning, tax return preparation and compliance, tax controversies, business entity formation, planning and compliance, and insurance and retirement planning.
David S. J. Neufeld
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Melville, NY Estate Planning Attorney with 35 years experience
(631) 549-1717 225 Old Country Rd
 Melville, NY 11747
Estate Planning, Business and Real Estate
Case Western Reserve University School of Law
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Aaron Elliot Futterman
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Smithtown, NY Estate Planning Attorney with 20 years experience
(631) 979-4300 222 E Main St # 314
 Smithtown, NY 11787
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...
Patricia Ann Rooney
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Amity Harbor, NY Estate Planning Lawyer
(631) 592-4405 Amity Harbor, NY 11701
Free ConsultationEstate Planning, Construction, Elder and Probate
Touro College Jacob D. Fuchsberg Law Center
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Michael James Giusto
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Melville, NY Estate Planning Attorney with 13 years experience
(631) 549-1717 225 Old Country Rd
 Melville, NY 11747
Estate Planning, Business and Real Estate
Benjamin Cardozo School Of Law
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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 Law / General... Read More »
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Rudolf Karvay
Rudolf Karvay
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New York Estate Planning Lawyer with 27 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 Planning Council of... Read More »
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Christine Thea Rubinstein Esq.
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Melville, NY Estate Planning Lawyer with 16 years experience
(800) 200-1529 445 Broadhollow Rd
#CL10
 Melville, NY 11747
Free ConsultationEstate Planning, Elder and Real Estate
Touro College
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Jack H. Genser
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Melville, NY Estate Planning Lawyer with 24 years experience
(631) 390-5000 225 Broad Hollow Road
Suite 200
 Melville, NY 11747
Estate Planning, Elder, Health Care and Medical Malpractice
University of Connecticut School of Law
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Jack H. Genser, Esq. manages the litigation department of the firm's Elder Law, Estate Litigation and Personal Injury divisions where he directs litigation on behalf of seniors, their families, health care facilities and individuals who have been injured due to the negligence or recklessness of someone else. Mr. Genser is an experienced litigator who has successfully conducted jury and bench trials in Nassau and Suffolk counties as well as all counties of the City of New York. In addition to his in-court expertise, Mr. Genser is well-versed in all areas of alternative dispute resolution, including arbitration and mediation, as a means...
Jeanette Grabie
Claimed Lawyer ProfileLII Silver
Smithtown, NY Estate Planning Lawyer with 17 years experience
(631) 360-5600 162 Terry Rd
 Smithtown, NY 11787
Estate Planning, Elder and Probate
Touro College Jacob D. Fuchsberg Law Center
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Dennis McCoy
Claimed Lawyer ProfileLII Silver
Smithtown, NY Estate Planning Lawyer with 12 years experience
(631) 360-5600 162 Terry Rd
 Smithtown, NY 11787
Estate Planning, Elder and Probate
Touro Law School
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Denis O'Leary
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Melville, NY Estate Planning Lawyer
(631) 549-1717 225 Old Country Rd
 Melville, NY 11747
Estate Planning, Business and Real Estate
Maurice A. Deane School of Law at Hofstra University
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Janna P. Visconti
Claimed Lawyer ProfileLII Gold
Smithtown, NY Estate Planning Attorney with 39 years experience
(631) 360-5600 162 Terry Rd
 Smithtown, NY 11787
Estate Planning, Elder and Probate
St. John's University School of Law
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Daniel Alexander Jimenez
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Bohemia, NY Estate Planning Attorney with 11 years experience
(631) 244-1534 80 Orville Drive
Suite 100
 Bohemia, NY 11716
Free ConsultationEstate Planning and Elder
Touro College
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Daniel A. Jimenez's primary areas of practice are Estate Planning, Estate Litigation, Special Needs Planning and Guardianship. He handles a wide range of complex matters affecting the disabled and senior communities. Daniel has spoken in front of the public and fellow attorneys on many occasions regarding Guardianship and the importance of putting the appropriate lifetime planning devices in place for the benefit of special needs children. Daniel is a graduate of Touro College, Jacob D. Fuchsberg Law Center. In 2005 Daniel was selected as a Legal Fellowship winner by the Association of the Bar of the City of New York. Daniel is...
Jennifer B. Cona
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Melville, NY Estate Planning Lawyer
(631) 390-5000 225 Broad Hollow Road
Suite 200
 Melville, NY 11747
Estate Planning, Elder, Health Care and Social Security Disability
University of Connecticut School of Law
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Jennifer B. Cona is the managing partner of Melville based Genser Dubow Genser & Cona LLP (GDGC), one of Long Island's leading Elder Law and Estate Planning firms. She is among Long Island's most accomplished women, exemplifying leadership in business and community outreach. Ms. Cona's work involves representing, counseling and assisting seniors and their families with a complex range of legal issues, including the preservation of assets, Medicaid planning, estate planning, wealth transfer strategies, administration of estates, estate litigation, guardianships and disability planning. Under Ms. Cona's direction, the firm has expanded its practice to include health care facility representation. Currently, GDGC...
Moriah R. Adamo
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Melville, NY Estate Planning Lawyer with 12 years experience
225 Broad Hollow Road
Suite 200
 Melville, NY 11747
Estate Planning, Collections, Elder and Health Care
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Elizabeth Lambert Gullo
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Melville, NY Estate Planning Attorney with 10 years experience
(631) 424-2800 532 Broadhollow Road
Suite 123
 Melville, NY 11747
Estate Planning and Elder
Touro College Jacob D. Fuchsberg Law Center
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As an Elder Law/ Trust and Estates Attorney, I bring to my practice a strong background working in the field of aging, specifically in Home Care, Geriatric Case Management & Entitlements Advocacy.
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Jeanette Grabie
Jeanette Grabie
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New York Estate Planning Lawyer with 17 years experience

Touro College Jacob D. Fuchsberg Law CenterNew York
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Dennis McCoy
Dennis McCoy
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New York Estate Planning Lawyer with 12 years experience

Touro Law SchoolNew York
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Brentwood Estate Planning Legal Aid & Pro Bono Services

Long Island Association for AIDS Care
(631) 385-2451
Hauppauge, NY

Suffolk County Office for the Aging
(631) 852-1420
Riverhead, 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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