Bulman, Dunie, Burke & Feld, CHTD’s experienced staff of attorneys and legal assistants have represented and counseled generations of individuals in the formulation and administration of a highly personalized estate plan and in answering tax questions of a personal or business nature. Throughout the existence of the firm, we have handled a wide range of estate, trust and tax problems, with the likelihood that we have addressed a problem such as yours. Here is a brief list of some of the areas in which our attorneys and legal assistants can guide you:
Understanding your goal or concern is the first step. For example, in estate planning the goal is to develop a well-designed and effective estate plan. This begins with a conference where your goals and objectives are developed and a course of action is recommended. From this meeting we prepare customized documents for your situation.
The documents that we prepare address lifetime concerns as well as the disposition of assets at death. Lifetime considerations include incapacity, individual and family financial protection, and long term care. Instruments for asset distribution include wills, both simple and those containing more elaborate estate tax planning provisions, financial powers of attorney for property and medical directives for health care. Sometimes structuring a trust is more appropriate. The trust instruments that we prepare include:
You receive personal assistance with the follow-up and funding of the trusts, including preparation of deeds and other necessary documents.
We assist many of our clients with business planning, intergenerational wealth transfer planning, and marital and divorce tax planning, such as pre-nuptial agreements or separation agreements, and the acquisition or disposition of real estate. We work in conjunction with attorneys in other areas of the firm, such as Family Law, Business Law or Real Estate Law practice groups, to effectively address all aspects of a client’s circumstance, and we interface with the client’s other professional advisers. Please consult the other Bulman, Dunie, Burke & Feld, CHTD, practice areas for more information on our vast array of services.
The time after a family member passes away can be an especially difficult period for families. This is where our experienced professionals especially can be of particular assistance. We help families understand and navigate the complexities of the probate and tax process, and assist with the distribution of non-probate assets, including retirement benefits, and provide overall common sense guidance. We provide in-depth, sophisticated advice on the impact of estate and inheritance taxes and the distribution of assets.
If estate and trust litigation become necessary, Bulman, Dunie, Burke & Feld, CHTD’s cadre of experienced litigators will work with our estate, trust and tax group attorneys to effectively handle contested cases. This enables us to provide our clients with an especially strong team approach, combining our substantive estate and tax knowledge base with the litigator’s trial experience.
We are experienced in preparing complex estate tax returns and fiduciary income tax returns for both estates and trusts (with individual or charitable beneficiaries). We also provide our clients with professional tax advice and representation before the Internal Revenue Service, when needed.
As circumstances require, we assist our clients and their families with disability planning, making the transition to long-term care facilities or handling other special problems for family members, including children. We prepare guardianship cases and represent clients in court who need to assist family members in managing their affairs. This includes handling the court-required administration of a guardianship estate.
At all times, we strive to maintain the highest professional standards and also to give a personal level of service, involvement and understanding to our clients’ planning challenges. Barry M. Nudelman, and Mark W. Shupe are the attorney members of the Estate, Trust and Tax Practice Group at Bulman, Dunie, Burke & Feld, CHTD. A staff of associates and legal assistants supports them.