Trusts and Estates

Mandell, Mandell, Okin & Edelman, LLP is dedicated to helping its clients meet their objectives and goals in planning for themselves, their families, and their future. MMO&E recognizes that each client's circumstances are different. MMO&E represents clients of varying degrees of net worth, in all stages and all walks of life, tailoring plans to ensure that each individual's current needs and long-term objectives are satisfied.

MMO&E is also experienced in working with families and beneficiaries during periods of grief, and strives to make the process of administering the estate of an individual as simple and stress-free as possible.

We handle matters including:

• Estate Planning. After consultation with each client, we draft appropriate documents to fit their needs, such as Wills, Health Care Proxies, Powers of Attorney, Living Wills, and Trusts (including Living Trusts, Life Insurance Trusts, and Irrevocable Trusts). MMO&E also assists with lifetime gift giving strategies and real property and business succession planning. MMO&E continues to work with its clients as their life circumstances change and counsel them when necessary to update estate planning documents.
• Estate and Trust Administration. MMO&E assists its clients with all aspects of estate administration including probate, intestate administration, will contests, administration of the estate, preparation of estate tax returns, accountings, and post-mortem planning, such as disclaimers and renunciations. MMO&E provides counsel to fiduciaries, beneficiaries and potential litigants. MMO&E assists fiduciaries in all phases of estate proceedings from the marshalling of estate assets to the process of distributing assets to beneficiaries. MMO&E assists fiduciaries in trust establishment and administration, as well as trust accountings. MMO&E handles all matters which may arise in the course of administering an estate or trust.