• New York City, Brooklyn, & Manhattan Estate Planning Bohm Law Firm For Wills, Trusts, Power of Attorneys, Grantor trusts, Probate, Surrogate Court
  • New York City, Brooklyn, & Manhattan Estate Planning Bohm Law Firm For Wills, Trusts, Power of Attorneys, Grantor trusts, Probate, Surrogate Court
  • Estate Planning Research, Wills, Trusts, and Surrogate's Court

Our Services

Tax & Estate Planning & Estate & Gift Tax Deadlines
Wills
Wills are drafted by an expert attorney, who will ensure your assets will be passed on as you wish without complications [...]
Trusts

Living Trusts, Grantor Trusts, Irrevocable Trusts [...]

tax and estate planning, estate tax, gift tax, transfer tax
Sophisticated Estate Planning
GRATs, GRUTs, CRATs, etc., designed specifically for your circumstances to help minimize taxes [...]

Why Select Tax & Estate Planning Attorney Pinni Bohm?
  • - Free Initial Consultation
  • - Hospital Visits Available, If Necessary
  • - Personal Attention From Knowledgable and Experienced Attorney
  • - LL.M. in Taxation from #1 Ranked Program in Country
  • - Recognized by Cardozo Law School Faculty With Award for Outstanding Achievement in Tax Law
  • - Lead Counsel Approved Attorney
  • - Reviewed Highly on Avvo
  • - Highest Avvo Text rating of "Superb"
    - Was Chosen as Articles Editor for Prestigious Comparative Law Reporter
  • The Lead Counsel Advantage

    •       Professional Experience
    •       Peer Recommended
    •       Spotless Record

    We Accept Credit Cards

Wills



A custom written will permits you to dictate how your assets, personal belongings, and money gets distributed after your death. A will can be simple or complex, depending upon your desired scheme. Pinni Bohm, J.D., LL.M. in Taxation, will work with you to ensure the document is written exactly as you wish. He will also help you understand the relevant tax issues that pertain to your estate, and how to plan around them. Pinni Bohm, J.D., LL.M. (Tax), helps clients with their estate planning goals by applying the knowledge he obtained as part of NYU Law School's #1 ranked LL.M. in Taxation Program. You need someone with the tax & estate planning knowledge to help protect the financial interests of you and your loved ones!

Two elements sometimes included in a will are the Testamentary Trust and the Trust for Minors. The testamentary trust becomes active upon your death, and permits you to exercise control over the assets/funds through an appointed trustee. It is incredibly useful for managing your assets for the benefit of special needs beneficiaries. Trust for Minors is a type of testamentary trust where the appointed custodian manages the assets/funds until your child becomes an adult.

Included in Will Package is Simple Will, Power of Attorney, Healthy Proxy, and a Complete Execution Ceremony.

Will Package
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Trusts



People utilize trusts to ensure their assets are dealt with in the way they deem fit, whether during life and after death. A trust is structured so that the beneficial and legal ownership is split between two or more individuals or entities. For example, the trust assets could be legally owned by you and your best friend, while you are the sole beneficiary. Should you become incapacitated, your friend would be able to continue to manage your assets, as you and he always did, without obtaining any court order, but you would still obtain the benefit of the assets in the form of distributions made for your health, maintenance, and welfare. After death, the trustee could either distribute the assets to your intended beneficiaries outright, or he/she can continue to manage them for their benefit, depending upon how your trust was written.

While trusts are also frequently utilized to minimize taxes via sophisticated estate planning techniques, they could have many other benefits as well. Creditor protection provisions permit you to protect your assets from a child's creditors; control provisions permit you to dictate how the trustee spends the money for the beneficiary's benefit; and management provisions permit you to guide your trustee in investing and managing your assets.

With trusts, your testamentary plan would still very much be carried out, but in a private manner – your assets, testamentary wishes, etc., would not be viewable by the general public, unlike with a will. Additionally, trusts only require a notary to be executed, which makes the execution process MUCH SIMPLER. They are also much simpler to be amended at a later time should circumstances change. There are other benefits as well, such as permitting the assets to be owned by a continuing entity that could sell the property at any time; assets and funds would not be locked up in lengthy probate court proceedings, if necessary, without any objections by potential buyers, which will permit you to obtain the highest price for them. Lastly, trusts can also help your loved ones avoid significant probate costs.

Trust Package includes Living Trust, "Pour-Over" Will, Power of Attorney, Health Proxy, Basic Tax Advice, and Complete Execution Ceremony. $2,500.00 USD.

Sophisticated Estate Planning



The Bohm Law Firm assists people in transferring their assets to loved ones in the most efficient manner, as well as helping with end-of-life matters. Services provided include drafting wills, establishing assorted trusts, and lawfully avoiding Federal and New York transfer taxes. Pinni's extensive knowledge of the transfer tax systems in place at the state and federal level ensures his clients pay as little tax as possible under the law, while achieving all of their personal aims. Let us help you put together all the pieces of the puzzle in the way you desire!

CONTACT New York City Tax & Estate Planning Bohm Law Firm today for a free consultation with Attorney Pinni Bohm, J.D., LL.M in Taxation.

Categories of Estate Planning are as follows:

Wills

Pour-Over Wills: Distributes any remaining probate assets into an existing trust.
Joint Wills

  • Trusts

    • Revocable Trusts (Living Trusts)
    • Irrevocable Trusts (Living Trusts)
    • Testamentary Trusts: A trust created by your will at your death
    • Asset Protection Trusts: Asset protection used to involve hiding assets offshore, where the local laws did not permit creditors to seize the assets. In recent years, however, U.S. states have begun to adopt similar legislations. Due to the full faith and credit provision of the constitution, it is very likely that even states without such laws must abide by the laws of such states, leading to an excellent way to protect your assets from future creditors.
    • Income Trusts
    • Spendthrift Trusts
    • Educational Trusts
    • Generation Skipping Transfer (GST) Trusts

  • Gifting Plans

    • Irrevocable Life Insurance Trusts
    • GRATs (Grantor Retained Annuity Trusts)
    • GRUTs (Grantor Retainer Unitrust)
    • Pooled Income Trusts
    • Intentionally Defective Grantor Trusts ("IDGT")
    • Qualified Personal Residence Trusts (""QPRT")
    • Bypass or Credit Shelter Trusts
    • QTIP Trusts (Qualified Terminable Interest Property Trust)
    • Crummey Trusts
    • Animal Companion Trusts
    • Trust for Minors
    • Annual Exclusion Gifting
    • Estate and Gift Tax Exclusion Amount
    • Family Limited Partnerships “FLP” Formation
    • Limited Liability Company “LLC” Formation

  • Corporation

    • S Corporation
    • C Corporation

  • Charitable Giving Plans

    • CRATs (Charitable Remainder Annuity Trust)
    • CRUTs (Charitable Retained Unitrust)
    • Charitable Lead Trust
    • Private Foundations

  • Post-Mortem Planning

  • Disclaiming Bequests
         - Within 9 months of decedent's death, it is possible for a beneficiary to disclaim any gift.
         -Purpose is to prevent unforeseen consequences, tax or otherwise, from occurring.
    Handling the Unified Credit
    Basis Adjustments
    Election on Stock Valuations
    Charitable Contributions
    Retirement Plan Distributions

  • Sophisticated Tax Planning

    Utilizing aforementioned structures, New York City's Brooklyn & Manhattan attorney, Pinni Bohm, J.D., LL.M. in Taxation, will ensure your taxes are minimized. Taxes minimized include income taxes, estate taxes, gift taxes, and generation skipping transfer taxes. Regardless of taxes, Pinni Bohm, Esq., will ensure your testamentary wishes are carried out without any complications.

    SURROGATE'S COURT SERVICES

    • Probating Wills
    • Estate Tax Returns, Extensions, & Audits
    • Representing Executors, Administrators, & Trustees
    • Representing Beneficiaries, Heirs-at-law, & Creditors
    • Locating & Obtaining Unclaimed Funds
    • Administering Estates
    • Informal & Judicial Accountings
    • Ancillary Proceedings (decedents residing out-of-state with in-state property, decedents residing in-state with out-of-state property)
    • Will Contests
    • Accountings
    • Contested Administration
    • Kinship Hearings
    • Relief Against a Fiduciary / Removal of Fiduciary Proceedings
    • Spousal Elective Share Disputes
    • Status Disputes (Disqualification, Paternity, and Spousal)

     


Terms of Purchase for all packages are as follows:

- No attorney-client relationship is formed until retainer agreement is signed. If agreement is not signed within two weeks of purchase, money will be immediately refunded to you. (Firm may refund it sooner, in its sole discretion, if written request is made.)
- Paypal will process all payments, and deduct 2.9% + $0.30 from the amount paid. If refunded, Paypal will refund 2.9% processing fees as well.
- All packages sold via Paypal are fixed fee packages, which means you will not incur hourly charges. But you will be responsible for all expenses incurred by the firm, and will be responsible for providing a separate retainer to pay these expenses.
- Paypal will hold money in no-interest account for seven days after retainer agreement is signed by you. At that time, it will be transferred to attorney for use in firm's operations. Funds ensure lawyer will be available to assist you immediately, as required under the purchased package.
- Please contact us prior to purchase for complete terms of purchase.

 

Click to read the portions of the Internal Revenue Code that pertain to estate planning, including provisions on the estate tax, gift tax, and generation skipping transfer taxes.