Experienced Estate Planning Representation

Estate planning is a way to ensure that the benefits of your life's work and savings are efficiently and expediently passed to your heirs. Different clients are motivated by differing factors. These can include the desire to minimize taxes, the desire to protect a beneficiary with special needs or substance abuse or gambling problems, or the desire to protect an estate from an untrustworthy son or daughter-in-law. Furthermore, an effective estate plan can minimize taxes and handle issues such as prepaying funeral expenses. The goal is to make things as simple as possible for your loved ones.

Too many people put off the estate planning process because of the misconception that it is complicated. In reality, most client needs can be met with a few simple estate planning documents such as a Last Will and Testament, Powers of Attorney, and a Living Will. Bennett & Wyatt, LLC, also offers assistance with the establishment of trusts, guardianships, estate and trust litigation, and any other issues that need to be dealt with.

Most Trust and Estate attorneys focus their guidance on "after death" planning, fail to pay appropriate attention to "during life" planning. The attorneys at Bennett & Wyatt, LLC, will ensure that each client not only contemplates the issues faced after death, but also those that might impact his or her estate during life. After all, it makes little sense to spend the time and effort to create a sterling estate plan in the event of death and then not have a good plan for management and preservation of one's estate in place in the event of incapacity or long term care needs. Some attorneys view this planning to be the responsibility of an "elder law" attorney; however, this distinction is old fashioned and not very useful. In the long run, "elder law" attorneys and "trust and estate" attorneys often use the same tools and toolkits to resolve client needs, most notably Powers of Attorney, Living Wills, and Trusts .

Bennett & Wyatt, LLC, offers experienced and skilled assistance with all estate planning needs, including:

  • Charitable giving — Charitable trusts allow people to minimize tax burdens while creating highly individualized benefits for their heirs.
  • Estate and gift tax matters — From the preparation of estate tax returns to handling audits by taxing authorities, Bennett & Wyatt, LLC, can help you minimize taxes and preserve the value of the estate for your heirs.
  • Family business planning — When it comes time to pass on the ownership of a family business, errors can be tremendously costly. Having effective business succession counsel can help protect the business from harm during that transition.

Decades of Estate Planning Experience

At Bennett Law LLC, attorney Dana A. Bennett has been offering skilled estate planning representation since 1996. She holds an LL.M. in taxation from New York University School of Law. Attorney Jason L. Wyatt has more than 11 years of experience in the area of trusts and estates, largely focused on estate planning. He also holds an LL.M. (Master of Laws) in taxation from New York Law School. Both attorneys' experience and skill set allow them to craft estate plans that fully serve clients' needs. They achieve these goals by getting to know clients, their goals and the context of their circumstances.

Estate Planning Attorney Serving Monmouth County and Throughout New Jersey and New York

When estate planning questions or estate and trust administration issues arise, turn to Bennett & Wyatt, LLC, for experienced counsel that offers the guidance you need to make the right choices. To schedule an initial consultation with an estate lawyer, call 732-268-7520 or contact the office online.