New York and Connecticut
Wills, Trusts, & Estates, Probate
During her many years in practice, Linda has drafted the estate planning documents for a wide range of people. She has deftly handled cases including but not limited to: complex familial connections with second and third marriages, foreign spouses, controlling spouses or irresponsible children attempting to dissipate assets, and even special needs beneficiaries requiring special trusts to be able to keep their federal and state benefit coverage and still receive extra goods and services. This breadth of knowledge and experience has given Linda the ability to carefully tailor each client’s estate plan to the specifics of that individual.
Linda has also appeared in the Surrogate’s Courts to represent the named or proposed fiduciaries. She has assisted in the identification and valuation of the decedent’s assets as well as in ensuring that the surviving spouse receives the maximum amount to which he or she is entitled. In addition, she has prepared the federal and state estate and gift tax returns and has negotiated with the tax authorities to resolve trust and estate matters. Linda contributed articles to a monthly publication “Insights and Strategies” dealing with various trust and estate and tax matters. She wrote many sections of a two-volume book, published by West, on estate and gift taxes. In addition, Linda has been a presenter of and contributor to the manuals published for courses sponsored by the state bars to keep attorneys up to date.
New York State Bar Association, Trusts & Estates section
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