Practice Area
Estate & Tax Planning
Secure your legacy and protect your family's future with a comprehensive, individualized estate plan.
Planning Today for the People You Love Most
Estate planning is one of the most important steps you can take to protect your family and preserve the wealth you have worked a lifetime to build. At Bouklas & Associates PLLC, we provide highly personalized estate planning counsel to individuals and families throughout New York City and Long Island.
Our attorneys understand that no two families are alike. We take the time to understand your unique circumstances, your goals, and your concerns — and then we craft a plan that reflects them. Whether you are creating your first will or restructuring a complex trust arrangement, we bring the same level of care and expertise to every engagement.
A well-designed estate plan does far more than distribute assets after death. It protects your family from unnecessary taxes, avoids the delays and costs of probate, provides for loved ones with special needs, and ensures that your health care and financial decisions are in trusted hands if you become incapacitated.
Our Estate & Tax Planning Services
Wills & Testamentary Trusts
A properly drafted will is the foundation of every estate plan. We prepare wills that clearly express your wishes, name guardians for minor children, and establish testamentary trusts to protect beneficiaries who may not be ready to manage an inheritance outright.
Revocable Living Trusts
A revocable living trust allows your estate to pass to your beneficiaries without going through probate, saving time and expense while keeping your affairs private. We help you fund your trust properly so it works as intended.
Irrevocable Trusts
Irrevocable trusts are powerful tools for reducing estate taxes, protecting assets from creditors, and qualifying for Medicaid. We advise on a full range of irrevocable trust structures, including SLATs, GRATs, ILITs, and Medicaid Asset Protection Trusts.
Powers of Attorney
A durable power of attorney designates a trusted person to manage your financial and legal affairs if you become unable to do so. We draft powers of attorney that are comprehensive, durable, and tailored to your specific needs.
Health Care Proxies & Living Wills
A health care proxy names someone to make medical decisions on your behalf. A living will expresses your wishes regarding end-of-life care. Together, these documents ensure your wishes are honored and relieve your family of difficult decisions.
Estate Tax Planning
For larger estates, minimizing federal and New York State estate taxes is a critical planning objective. We employ a range of strategies — including gifting programs, charitable planning, and trust structures — to reduce your estate tax exposure and maximize what passes to your heirs.
Why Choose Bouklas & Associates
- Decades of experience in New York estate and tax law
- Individualized plans tailored to your family's unique circumstances
- Clear, plain-language explanations of complex legal concepts
- Ongoing counsel as your life and the law evolve
- Serving clients in Manhattan, Long Island, and throughout New York
Schedule a Consultation
Ready to create or update your estate plan? Contact our office to schedule a confidential consultation with one of our estate planning attorneys.