Lenore S. Davis, P.C. is a law firm based in the Metropolitan New York and New Jersey areas, specializing in estate planning. Our firm is led by Lenore S. Davis, Esq., an attorney with over twenty years of experience, admitted to practice in the States of New York and New Jersey. Ms. Davis holds an L.L.M. in Tax and has a diverse background that includes business and Wall Street experience, giving her a unique perspective and understanding of corporate, financial, and estate planning needs.
Practice Areas
Our practice areas include:
1. Probate and Administration
2. Estate and Financial Planning
3. Guardianship
4. Trusts and Wills
5. Health Care Proxies and Powers of Attorney
6. Elder Law
7. Pet trusts
Probate and Administration
Probate is the process that occurs after a Testator's death, wherein the Will is filed with the court, and the Executor/Executrix is appointed representative of the estate. At Lenore S. Davis, P.C., we assist in the filing of necessary documents, including the Testator's certified death certificate, copies of death certificates of the spouse, or divorce decrees, if applicable. We ensure the process runs smoothly, and the Executor/Executrix obtains Letters Testamentary, granting the authority to handle the Testator's financial affairs.
Estate and Financial Planning
Estate and financial planning is the cornerstone of our firm's services. We work closely with clients to ensure their assets are distributed according to their wishes, minimizing estate tax burdens. We advise clients on the importance of having a comprehensive Will that includes designating beneficiaries, guardians for minor children, trustees for minor/disabled children's money, and executors to carry out their wishes.
Guardianship, Trusts, and Wills
Our firm offers comprehensive guardianship, trusts, and wills services. We help clients identify the most suitable guardians for their minor or handicapped children, taking into account the least disruptive environment for the children and shared values with the guardians. We also assist in setting up trusts, designating trustees, and stipulating the age or circumstances under which beneficiaries receive money outright.
Health Care Proxies, Powers of Attorney, and Elder Law
At Lenore S. Davis, P.C., we understand the importance of health care proxies and powers of attorney. We ensure clients' health care wishes are carried out by designating trusted individuals to make decisions on their behalf. Our elder law services focus on helping clients plan for their golden years by addressing potential long-term care needs, Medicaid planning, and other age-related concerns.
Pet Trusts
Recognizing the importance of pets in our clients' lives, we offer pet trust services. These trusts ensure pets receive proper care and financial support in the event of the owner's incapacity or death.
Why Choose Lenore S. Davis, P.C.?
When you choose Lenore S. Davis, P.C., you are not just paying for paper, but for expertise, advice, and the assurance that your Will accurately reflects your wishes. We strive to provide personalized services, building lifetime relationships with our clients. We ensure your estate planning needs are met and your family's future is secure.
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