Estate Planning

Robert L. Visnick

 
 

Robert Visnick can assist clients in structuring their business and personal holdings, and transfer property during lifetime or at death, in ways that help to preserve assets, minimize taxes, and reduce or avoid the cost and delay of the probate process. A special focus of his work is assisting clients with taxes Medicaid planning.


He believes it is essential that each estate plan accurately reflects the client's dispositive wishes and addresses those dispositions in a tax-efficient manner. To accomplish this objective, he works extensively with his clients in understanding their wealth transfer needs.  He devises comprehensive plans involving lifetime and post-mortem transfers through the use of wills and trusts, supported by durable powers of attorney and health care proxies. Such estate planning techniques as irrevocable life insurance trusts, family limited partnerships and limited liability companies, planned gifting and qualified personal residence trusts are utilized when deemed appropriate. 


In addition to lifetime planning, Attorney Visnick can handle the administration of trusts and estates, providing sophisticated post-mortem advice when needed. He is always mindful of the goals of the decedent and needs of the beneficiaries. He can personally serve as executor and trustee and is responsible for all aspects of the probate process.


To accomplish this objective, he works extensively with his clients to understand their wealth transfer needs. He devises comprehensive plans involving lifetime and post-mortem transfers through the use of wills and trusts, supported by durable powers of attorney and health care proxies.  Such estate planning techniques as irrevocable life insurance trusts, family limited partnerships and limited liability companies, planned gifting and qualified personal residence trusts are utilized when deemed appropriate. 


In addition to planning, he handles the administration of trusts and estates, providing sophisticated post-mortem planning when needed. He is always mindful of the goals of the decedent and needs of the beneficiaries. Individual attorneys frequently serve as executors and trustees and are responsible for all aspects of the probate process.


Attorney Robert Visnick also provides trust administration and estate settlement services, including probate, asset management and tax return preparation.


 

Highlighted Services

  1. 1.Wills, living trusts

  2. 2.Trusts for children

  3. 3.Realty trusts

  4. 4.Medicaid Planning

  5. 5.Family transition planning

  6. 6.Asset protection

Trusts and Estates

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Robert Visnick advises clients on a wide range of elder law issues, including:

medicaid planning and eligibility

social security and supplemental income program qualification

nursing home, assisted living and other senior housing options

guardianship and conservatorship

tax strategies for the elderly

health and insurance issues

preservation of the personal residence