Trusts & Estates

Estate Planning, Estate Settlement, Retirement Planning and Family Asset Transfer Law.

Drawing upon nearly 30 years of experience in trusts, estates and transfers of family assets (from one generation to succeeding generations or from a tax-qualified retirement plan to intended beneficiaries), Martinelli Discenza advises individuals and families on how to achieve their objectives while minimizing taxation. We are well prepared to handle planning and settlement for complex estates. At the time of a client’s demise, we are already familiar with a family’s circumstances and well prepared to assist in the details of settling the estate. We help with estate settlement when planning was done elsewhere as well.

As increasingly complex regulations are applied to transfers from and between tax-deferred compensation programs such as 401(k) plans, profit sharing plans and IRAs, Martinelli Discenza has cultivated the expertise to guide clients through the maze.