New York Trust Reformation Lawyer

Trust Reformation Attorney in New York

There are times when a trust that was specifically designed to provide tax benefits fails to qualify for such for the benefits that were expected with regard to taxation. At such times, Novick & Associates, P.C. can present the case for a reformation of the trust in court and/or before the IRS. These issues require exceptional skill and extensive experience to get under control and resolved for the beneficiaries of a trust. A New York estate litigation lawyer from our firm should be contacted at once if you have run into one of these difficult legal issues. We have over 30 years of experience in all legal issues involving trusts, wills and trust reformation. Call us today at (631) 547-0300!

Trust Reformation: How We Can Help

If you suspect that a trust did not provide the tax benefits a trust was meant to provide, our firm should evaluate the situation immediately and determine how to best approach the matter legally. Reforming the trust so that it provides the tax benefits that were hoped for can be exceptionally important, as heavy taxation can diminish the value of an estate considerably. If, as a beneficiary or fiduciary, you need assistance in clarifying a confusing will or trust document, please contact our firm to review and evaluate the situation so that the best course of legal action can be determined.

All matters involving ambiguous language can lead to problems in taxation matters. Getting these issues resolved for the beneficiaries is often of utmost concern.

Our firm has served New York area residents for decades and has achieved many court victories that set precedent. We know the process, how to best deal with a trust reconstruction, and how to present a case to either the court or the IRS that is compelling, well documented and more likely to get results. We urge you to contact our firm immediately if you are the beneficiary of a trust and have run into trouble getting the tax benefits that were expected to have been provided in the original creation of the trust.