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Prepare for Your Future With Our NYC Estate Planning Attorneys

Choose an Estate Planning Attorney Who Will Put You First

Thinking about the future can be difficult and stressful — but no one wants to leave their assets and family unprotected. Work with our professional estate planning lawyers in NYC and Poughkeepsie to ensure your estate plan reflects what’s best for you.

Working with the professional New York estate planning attorneys at The Law Offices of Diron Rutty can help ensure that:

  • Your assets are protected
  • Your family is provided for
  • Taxes are minimized
  • Special needs trusts are developed
  • Your estate plan is personalized to your needs

Why Do You Need a
New York City & Hudson Valley
Estate Planning Attorney?

Many people find contemplating or planning for their own death depressing. The idea of finality and loss is painful and, therefore, something they try to avoid. However, estate planning is not just about death.

Most people consider estate planning the process by which individuals plan to leave their assets to whom they want, when they want, in the way they want. While that statement is true, it is incomplete since many individuals today still have estate plans that cover short and long-term plans and also provide for their families. Whether they have plans for the way their children should be taken care of, to reduce the burden of taxes on their heirs, maximize retirement income during their lifetime, or plan for a period of incapacity or illness, there is a need to engage in estate planning.

Only through careful planning can you ensure that your assets are distributed according to your wishes. For most people, this means preparing a plan to transfer personal property to family members or charitable causes without delay or unnecessary expense for the recipients of those assets after death. They can also plan for their incapacity, such as if they are in an accident or become ill and can no longer take care of their own affairs. Estate plans are not a single document, but rather a whole collection of documents that one puts together to deal with a variety of circumstances.

The federal estate tax on an individual’s estate could change each year as the IRS announces the estate limit taxes. Setting up an estate plan can help you save money on estate taxes and defer the need to pay estate tax for as long as possible. However, it is important to consult with an experienced estate lawyer in NYC to plan for a smooth transfer of assets to your husband or wife, children, grandchildren, other family members, or your favorite charity.

Estate Planning Attorney in New York City

Why Choose The Law Offices of Diron Rutty
for Estate Planning?

At The Law Offices of Diron Rutty, our goal is to create a comprehensive estate plan that reflects your individualized needs. By providing you with the correct information, you will be able to make the right choices and prepare documents that go hand in hand with your real intentions. Our estate planning lawyers in NYC offer an extensive review of your situation and will assist you in creating an individualized plan. This can involve one or more of the following strategies:

Minimizing or Avoiding NY Estate Taxes

Our estate lawyers in NYC will assist you in creating a plan that can minimize or create the tools to assist you in avoiding estate taxes. The various tools available allow you to set up trusts (bypass trusts, credit shelter trusts, charitable trusts, life insurance trusts, AB trusts) or form a company to hold your family’s wealth, estate tax-free. Setting up an annuity to help you capitalize on your long-term gains is another option our estate lawyers in NYC can implement on your behalf.

Protecting Your Assets

If your goal is asset protection, our NY estate planning attorneys will assist you in preserving your wealth and reducing the risk of losing all your personal belongings to creditors. While addressing your needs, we assist you in setting up asset protection sources, such as trusts, family-owned companies, and annuities. By setting up an irrevocable trust, you are giving up control and access to your assets, allowing the trust assets to remain out of the reach of your creditor or unavailable as your resource for Medicaid planning. However, family members can be beneficiaries of an irrevocable trust, thereby still providing them with financial support that is outside the reach of creditors. The various irrevocable trusts can be created for the benefit of a surviving spouse or other beneficiaries after you, as the owner of a Revocable Living Trust, die and can be designed to offer asset protection for the trust beneficiaries.

Provide for Minors or the Disabled

Having minor children will create many difficult situations and compromises that can be avoided if you give guardianship directions and set up a trust on the children’s behalf. If you are disabled, there may be a need to set up a special needs trust (also known as supplemental needs trust) to avoid losing government benefits such as SSI and Medicaid after inheriting an estate or settling a lawsuit. Our estate planning lawyer in NYC can help you with this.

Get In Touch With Our Estate Planning Lawyer In NYC

Effective estate planning can help you shape the legacy you leave behind for your loved ones. But whether you’re just beginning your estate planning journey or revisiting an existing plan, it’s crucial to seek professional guidance from an estate planning lawyer in NYC.

Remember, estate planning isn’t just about preparing for the future; it’s also about granting you peace of mind for today. With a proper will and trust in place, you can rest assured that your wishes will be honored, and your family will be taken care of in the years to come. In short, you’re in control of your assets, even when you’re not around.

If you would like to discuss your estate planning needs, you can contact our estate lawyer in NYC at 718-324-0404 in New York City, 845-849-9201 in Poughkeepsie, NY, use the form below, or email us at

Don’t hesitate
get in touch today

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