
Practice Areas
Estate Planning and Settlement
Estate planning involves many complex issues, including, but not limited to, family relationships; wealth preservation; changing tax and Medicaid laws; and specialized planning for elderly and disabled care situations. At Nuzzolo Law, we adopt an integrated, future forward approach to estate planning in an effort to address the needs of our clients and provide the best service possible.
Our approach is personal, practical, creative and collaborative. We work with our clients to explain, develop and implement estate plans for all stages of life and varying levels of wealth, in order to meet the estate planning objectives of our clients. We provide our clients with a wide range of planning options, including, but not limited to the following:
Wills
Durable Powers of Attorney
Health Care Proxies
HIPPA Releases
Revocable Living Trusts
Guardianships & Conservatorships
Medicaid Planning
Assistance with asset allocation
Gift planning
Irrevocable Trusts
Special & Supplemental Needs Trusts
Irrevocable Life Insurance Trusts
Generation Skipping Trusts
Estate settlement and trust administration can also be a complicated and emotional process for many families. At Nuzzolo Law, we assist and guide families through estate settlement at probate courts and trust administration.
We provide a range of services to our clients including, but not limited to:
Trust management and oversight
Probate and fiduciary Accountings
Settlement of estate matters with probate courts
Collaboration with tax professionals, when necessary, for estate tax returns and fiduciary income tax returns
Probate Litigation
At Nuzzolo Law, we are skilled in all facets of probate litigation, including will contests or construction actions, interpretation of wills and trusts, trust reformation actions, guardianships and conservatorships, fiduciary accountings, and diverse other legal issues regarding estate administration. Our clients include beneficiaries as well as fiduciaries.
We have the experience and sensitivity to resolve difficult issues that are, or may become, the subject of litigation. Mediation, arbitration, or other forms of claim resolution may be in our clients' best interests, and we explain and participate in those legal processes. We also work collaborate and work with other professionals to provide our clients a team approach to their cases.
We represent clients on a wide range of issues, such as:
Will contests or construction actions (undue influence, lack of competency, omitted children)
Trustee, Personal Representative, other fiduciaries, and beneficiary trust actions
Guardianship/Conservatorship actions (representing adults and minors, as well as family or friends seeking appointment)
Real Estate Partitions (dividing jointly owned real estate interests)
Declaratory actions (seeking court opinion regarding will and trust matters)
Business Counseling
Creating and operating a business involves many complex issues. At Nuzzolo Law, we assist and guide our clients with the process of choosing and forming their business, ongoing legal guidance for their business, and succession/exit planning and sales. We offer integrated and comprehensive business counseling services including, but not limited to:
Entity choice and formation
Acquisitions and/or dispositions
Tax planning
Regulatory issues and annual filings
Contracts (such as, Shareholder Agreements, Employment Agreements, Independent Contractor Agreements, Non-Disclosure/Confidentiality Agreements)
Employment issues
Intellectual property counseling and licensing
Succession planning
Collection
General litigation
Legal counseling for your business should start before you begin to operate your business enterprise. At Nuzzolo Law, we work with you, your tax professional, insurance professional, and other professionals, which may be involved in the creation or operation of your business to provide you with legal services for your specific business.