Business Details
33 Years
experience
Estate Planning & Probate Lawyers in New York, NY
The Andersen Firm is a dedicated estate planning law practice committed to delivering the Ultimate Client Experience. With offices in New York, Long Island, Fort Lauderdale, and Kingsport, we serve clients globally, specializing in estate planning, asset protection, and probate. Our team of experienced attorneys works diligently to create tailored solutions that address each client's unique needs, ensuring control over wealth distribution and long-term security for families.Founded in 1993, our firm combines decades of expertise with a personalized approach, guiding clients through complex legal matters while maintaining transparency and ethical standards. We prioritize client education, empowering individuals to make informed decisions about their legacies.
Services
Estate Planning
Probate Administration
Asset Protection
Trust Management
Tax Planning
Will Drafting
Guardianship Designation
Long-Term Care Planning
Retirement Planning
International Estate Services
Details
- Year established: 1993
Highlights and features
- We offer over 30 years of specialized estate planning expertise.
- Our attorneys provide personalized, client-focused legal strategies.
- We serve clients globally with four strategically located offices.
- Our practice emphasizes transparency, ethical standards, and education.
- We deliver comprehensive solutions for complex estate and tax matters.
What people say
Knowledgeable and genuine
Excellent help with trust
Peace of mind
Professional and caring
Thorough and patient
Services
Estate Planning
Estate planning involves creating legal documents to manage and distribute assets according to client wishes. Our attorneys design customized wills, trusts, and directives to ensure financial security for families while minimizing tax implications. Services include incapacity planning and guardianship arrangements for minors.
Probate Administration
Probate administration guides executors through court processes for settling estates. We assist with asset inventory, debt resolution, and distribution while navigating complex legal requirements. Our goal is to streamline probate and reduce emotional stress for beneficiaries.
Asset Protection
Asset protection strategies safeguard clients from litigation and creditor risks. We employ legal tools like trusts and LLCs to shield personal and business assets while maintaining compliance with evolving tax regulations and estate laws.
Trust Management
Trust management services ensure proper execution of living trusts and testamentary trusts. We help establish revocable and irrevocable trusts for probate avoidance, tax efficiency, and controlled asset distribution across generations.
Tax Planning
Tax planning optimizes estate and gift tax exemptions to minimize liabilities. Our experts utilize advanced strategies like AB trusts and generation-skipping transfers to preserve wealth for beneficiaries under current federal and state regulations.
People
Will Andersen
President & Managing Partner
Will Andersen leads The Andersen Firm with expertise in estate planning and probate. He combines personal experience with professional knowledge to create tailored solutions, emphasizing client education and long-term security.
Michael Schwartz
Partner
Michael Schwartz specializes in advanced estate planning techniques. With dual legal and tax expertise, he develops complex strategies for high-net-worth clients, focusing on asset protection and intergenerational wealth transfer.
Erin Turner
Director of Client Services
Erin Turner oversees client relations and estate planning coordination. She ensures seamless service delivery, guiding clients through document preparation and implementation of comprehensive wealth management plans.
Angela Hooper
Director of Professional Alliances
Angela Hooper builds strategic partnerships with financial advisors to enhance estate planning services. She specializes in coordinating legal and financial strategies for clients' holistic wealth management needs.
LeeAnne Bowen
Legal Professional
LeeAnne Bowen assists with estate settlement processes, providing compassionate support during probate. Her expertise in administrative procedures ensures efficient resolution of decedents' estates for grieving families.
Questions
What is the purpose of estate planning?
Estate planning ensures your assets are distributed according to your wishes while minimizing tax liabilities. It provides legal control over healthcare decisions and financial matters during incapacity or after death.
Do I need a will if I have a trust?
Yes, a will serves as a backup for assets not included in your trust. It also allows you to name guardians for minor children and specify final wishes outside trust provisions.
How does probate work?
Probate validates a will and oversees estate distribution under court supervision. The process involves inventorying assets, settling debts, and distributing remaining assets to beneficiaries as outlined in the will.
What is asset protection planning?
Asset protection uses legal strategies to shield wealth from potential creditors. Techniques include establishing trusts, restructuring ownership, and implementing insurance policies to safeguard personal and business assets.
Can I update my estate plan?
Yes, estate plans should be reviewed and updated regularly to reflect life changes, tax law revisions, or shifts in financial circumstances. We recommend periodic evaluations to maintain plan effectiveness.
