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Succession Planning for the Closely Held Business Owner:

Many business owners have created very profitable businesses. However, most closely held businesses fail to survive past one generation because of estate taxes...
 
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Shareholder Agreements:

Shareholder Agreements are necessary to provide for the orderly transition of a business with multiple shareholders....

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Distribution Planning for Retirement Accounts and IRAs:

Many individuals generate large retirement assets through contributions and appreciation. In most cases, an individual is required to withdraw minimum distributions based on IRS tables beginning at age 70 ½ . Because these minimum distributions are relatively small, significant retirement assets may be left at death...

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Asset Protection:

Asset protection is an important part value of the estate planning process. In a very litigious society, people need to protect their assets from the claims of creditors...

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Retirement Planning:

An essential element of retirement planning involves pensions, an area which many small business owners neglect. We work with pension actuaries to help you design and implement a pension plan that suits your needs...

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Creating Customized Estate Plans to Preserve Family Wealth.

The attorneys at the law firm of Maurice Kassimir & Associates, P.C., are committed to providing clients with efficient and comprehensive legal services to assist in the accumulation, preservation, and transfer of wealth.

This involves carefully listening to our clients in order to understand their goals and objectives, so that a customized plan can be created and tailored to their needs. Contact us about putting together your customized estate plan.

Since the law firm's inception in 1991, the lawyers at Maurice Kassimir & Associates, P.C. have helped hundreds of clients save millions of dollars in gift and estate taxes and to avoid the financial and emotional pitfalls of failing to plan. The firm's attorneys work closely with a client's existing attorneys, accountants, insurance agents, and other advisors to develop the optimum estate plan.

Staying Informed on Changes in Estate and Tax Laws and Keeping Clients Informed.

By focusing exclusively in the area of estate planning, Maurice Kassimir & Associates, P.C.'s attorneys are able to stay abreast of the latest developments in the law, and often anticipate new legal developments-to their client's advantage. The attorneys at Maurice Kassimir & Associates, P.C. have the sophistication to provide their clients with the most current estate planning opportunities. They develop a detailed knowledge of each of their clients' financial and family situations, and are able to recommend changes in planning in a timely fashion to preserve and maximize the family's wealth.

Some of the estate planning tools employed by the firm include wills; revocable trusts; charitable contributions; family and business entities including family limited partnerships, (FLPs), limited liability companies (LLCs), and other forms of closely held corporations, grantor trusts, life insurance trusts, assets, protection strategies, and other structures and plans to reach family objectives.

At Maurice Kassimir & Associates, P.C., our lawyers serve individuals, closely held businesses, private foundations, estates, trusts, and their beneficiaries in the New York Metropolitan area, including Nassau and Suffolk Counties on Long Island, northern New Jersey, southern Connecticut, and upstate New York, as far as Albany. A good many of the firm's clients spend their winters in Florida, in such communities as Miami, Ford Lauderdale, Palm Beach, and Boca Raton.

Contact the attorneys at Maurice Kassimir & Associates, P.C., for state-of-the-art estate planning designed to preserve your family's wealth and direct it to the persons you desire.

 
   
 
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