Samuels Miller advises clients of diverse ages, levels of wealth and personal circumstances on estate planning, wealth transfer and business succession.  Our firm prepares all legal documents necessary to put our clients’ plans into effect, including wills, living (revocable) and irrevocable trusts, powers of attorney for property and health care, living wills and other estate, wealth transfer and business planning arrangements.  Our attorneys advise clients concerning the gift, estate, generation-skipping and income tax ramifications of estate, wealth transfer and succession plans.  We provide advice with respect to trust funding, special needs trusts, retirement benefits, long-term care issues, guardianships, Social Security benefits, Medicare and related matters.

Our attorneys represent tax exempt foundations and assist clients in making charitable gifts and bequests.  We organize and advise private foundations.

We welcome clients seeking to minimize estate taxes and avoid probate regardless of the complexity of an individual’s estate.

Samuels Miller Attorneys practicing in this area: