Walsh Markus McDougal & DeBellis LLP has attorneys and staff who assist our clients with estate planning by providing guidance on what is needed to protect them and their assets. Our team tailors each estate plan to meet the particular needs of each client. Whether it is a will, trust, health care proxy, power of attorney, or business succession plan, Walsh Markus McDougal & DeBellis LLP is here to help you navigate the legal and tax complexities of estate planning.
Walsh Markus McDougal & DeBellis LLP also assists clients with administering estates and trusts. The Firm guides executors, trustees, and beneficiaries on what is needed to fulfill a deceased loved one’s testamentary plan by filing documents and communicating with the Surrogate’s Court. When a deceased loved one’s plan is not followed, assets need to be valued, or disputes cannot be resolved, the Firm has extensive experience in estates and trusts litigation in Surrogates Courts in Nassau and Suffolk Counties and New York City.