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