Lindsay is deputy chair of the firm's trust and estate practice and excels in providing comprehensive legal solutions tailored to meet the distinctive needs of individuals, families, businesses, and corporate fiduciaries. Understanding that every client is unique, Lindsay takes the time to understand each client’s goals and concerns while providing a supportive environment where needs are met with respect and sensitivity.
Lindsay focuses her practice in representing fiduciaries, both corporate and individual, in all aspects of trust and estate administration, and assisting individuals in the areas of estate planning and estate and gift taxation, including:
Fiduciary Representation: Managing a trust or estate requires precision, expertise, and adherence to strict legal standards, especially for corporate fiduciaries like banks and trust companies. Lindsay’s extensive experience allows corporate fiduciaries to manage complex trusts and estates with confidence and efficiency, meet their fiduciary obligations while minimizing legal risks, and fulfill their duties while maintaining strong relationships with beneficiaries and protecting assets.
Estate Planning: From wills and trusts to healthcare proxies and powers of attorney, your estate is in good hands Lindsay by crafting personalized estate plans that reflect your wishes and protect your legacy. Estate plans are tailored to each client’s goals and objectives, including: tax planning to retain the most value for future generations; long-term care planning to create a plan that considers potential healthcare needs, Medicaid eligibility, and asset preservation strategies to ensure you receive the care you need without draining your savings; and the use of supplemental needs trusts that provide financial support without jeopardizing eligibility for essential government benefits such as Medicaid or SSI. This comprehensive approach ensures that every aspect of your financial future is addressed and gives you peace of mind knowing your estate is optimized for both current needs and future generations.
Estate Administration: Guiding families through the legal and financial processes following the loss of a loved one, Lindsay handles everything from court proceedings to asset distribution efficiently and compassionately.
Controversies: Even with careful planning, disputes over trusts, estates, and guardianships can emerge and often require court involvement to reach a resolution. These disputes are not only legally complex but can evoke strong emotions. When that happens, Lindsay utilizes skills cultivated by many years in Surrogate’s Court controversies and a background in social work to represent fiduciaries and beneficiaries. When estate or trust matters become contentious, Lindsay will advocate for your rights, guiding you through every step of the litigation process with a focus on achieving the best possible outcome.
Lindsay is deputy chair of the firm's trust and estate practice and excels in providing comprehensive legal solutions tailored to meet the distinctive needs of individuals, families, businesses, and corporate fiduciaries. Understanding that every client is unique, Lindsay takes the time to understand each client’s goals and concerns while providing a supportive environment where needs are met with respect and sensitivity.
Lindsay focuses her practice in representing fiduciaries, both corporate and individual, in all aspects of trust and estate administration, and assisting individuals in the areas of estate planning and estate and gift taxation, including:
Lindsay is deputy chair of the firm's trust and estate practice and excels in providing comprehensive legal solutions tailored to meet the distinctive needs of individuals, families, businesses, and corporate fiduciaries. Understanding that every client is unique, Lindsay takes the time to understand each client’s goals and concerns while providing a supportive environment where needs are met with respect and sensitivity.
Lindsay focuses her practice in representing fiduciaries, both corporate and individual, in all aspects of trust and estate administration, and assisting individuals in the areas of estate planning and estate and gift taxation, including:
Fiduciary Representation: Managing a trust or estate requires precision, expertise, and adherence to strict legal standards, especially for corporate fiduciaries like banks and trust companies. Lindsay’s extensive experience allows corporate fiduciaries to manage complex trusts and estates with confidence and efficiency, meet their fiduciary obligations while minimizing legal risks, and fulfill their duties while maintaining strong relationships with beneficiaries and protecting assets.
Estate Planning: From wills and trusts to healthcare proxies and powers of attorney, your estate is in good hands Lindsay by crafting personalized estate plans that reflect your wishes and protect your legacy. Estate plans are tailored to each client’s goals and objectives, including: tax planning to retain the most value for future generations; long-term care planning to create a plan that considers potential healthcare needs, Medicaid eligibility, and asset preservation strategies to ensure you receive the care you need without draining your savings; and the use of supplemental needs trusts that provide financial support without jeopardizing eligibility for essential government benefits such as Medicaid or SSI. This comprehensive approach ensures that every aspect of your financial future is addressed and gives you peace of mind knowing your estate is optimized for both current needs and future generations.
Estate Administration: Guiding families through the legal and financial processes following the loss of a loved one, Lindsay handles everything from court proceedings to asset distribution efficiently and compassionately.
Controversies: Even with careful planning, disputes over trusts, estates, and guardianships can emerge and often require court involvement to reach a resolution. These disputes are not only legally complex but can evoke strong emotions. When that happens, Lindsay utilizes skills cultivated by many years in Surrogate’s Court controversies and a background in social work to represent fiduciaries and beneficiaries. When estate or trust matters become contentious, Lindsay will advocate for your rights, guiding you through every step of the litigation process with a focus on achieving the best possible outcome.
