TRUSTS AND ESTATES

BESPOKE ESTATE PLANNING

PROBATE + ADMINISTRATION

LARA SASS & ASSOCIATES, PLLC expertly handles the details of planning for both death and taxes, while anticipating and addressing the uncertainties that inevitably arise. We are a preeminent boutique trusts and estates firm specializing in sophisticated estate and tax planning, business succession planning, prenuptial and postnuptial planning, charitable organizations, probate, and trust and estate administration. Most importantly, we serve as trusted advisers to our clients (including founders, owners of closely held businesses, corporate executives, professional athletes, entertainers, artists, real estate owners and developers, and principals at private equity firms and hedge funds), offering the highest level of service to create bespoke solutions for even the most complicated situations. We combine our extensive knowledge of the law with our sensitivity to family dynamics to best preserve our clients' legacies by crafting legal strategies designed to both substantially reduce transfer taxes and offer asset protection benefits.

We have distilled big-firm expertise into a highly specialized, intimate boutique firm setting, providing exceptional client service and value.

SPECIAL MESSAGE: ESTATE PLANNING DURING COVID-19 PANDEMIC

We understand the urgent need to update or draft estate planning documents during this critical health crisis. We are available to meet with clients via Zoom conference and provide draft documents for review through our secure online portal. Once finalized, documents are sent to clients, along with detailed and clear signing instructions, to be executed using remote or mobile notarization and witnessing to get a plan in place as soon as possible, without the need to come to our offices. We can also assist with any estate probate and administration matters. Please read or listen to more by clicking on the link to one of the articles or webinar below.