Trusts, Estates, and Elder Law

Estate planning

The attorneys at Comerford & Dougherty understand all aspects of estate planning, including the transfer of closely-held business to the next generation, planned giving, and asset protection.  We work with individuals and families in developing comprehensive and flexible estate plans, taking into consideration the impact of estate and income taxes.  We are skilled at drafting basic and sophisticated wills and trusts in addition to powers of attorney and healthcare forms.  When drafting these documents, our attorneys often take into account multiple issues such as family conflict, divorce, remarriage, disability and illness.

It is our practice to work together with our client's accountants, financial planners, brokers, insurance agents and business associates.  Because Comerford & Dougherty is a full-service law firm, we are also able to apply our knowledge from our other practice areas.

Estate administration

We work with individuals and families, from probate through final accounting, to efficiently manage the disposition of clients' estates.  Our attorneys provide advice on federal and New York state estate gift and income tax issues that affect the estate or trust, its beneficiaries, or fiduciaries.

Estate litigation

Our attorneys have represented parties in a broad range of litigation estate matters including contested accountings, probate contests and spouse's right of election.

Elder law

Healthcare lifestyles and residential arrangement choices—along with concerns about how well your finances will be able to cover expenses and how much will be left for your heirs—become paramount as you grow older.  Elder law governs these complicated and often difficult issues and the decisions that have to be made about them:

  • Advance directives
  • Age discrimination
  • Asset protection
  • Conservatorship
  • Driver's license
  • Elder abuse
  • Guardianship
  • In-home help
  • Living wills
  • Long-term care
  • Medical directives
  • Medical insurance
  • Nursing home care
  • Powers of attorney
  • Retirement planning
  • Social Security benefits
  • Tax issues

Whatever the issue—for yourself or for your older relatives—our caring elder law attorneys are experienced in these matters and ready to advise and assist you.

Knowledge. Experience. Personal service. Commitment.

You work directly with our partners and members to ensure wealth preservation, a smooth business succession, and an efficient transfer of family assets.  Your initial estate planning consultation is free.