ESTATE PLANNING & PROBATE
In our Estate Planning practice, we represent clients ranging from modest to multimillion-dollar estates. We assist families in ensuring that their assets are transferred according to their specific intentions, are protected from creditors and unnecessary tax consequences, and are preserved for the next generation.
McKenzie & Associates, P.C. counsels our Estate Planning and Probate clients to implement their wealth transfer wishes, and guiding them through the estate administration process to foster cordiality among family members.
In Our Probate practice, we counsel families through the estate administration process, helping them to implement estate plans, or guiding them through the intestacy process. We efficiently administer the probate process while aiming to maintain cordiality and civility among family members. We have also litigated contentious matters such as identification of heirs at law, will contests, paternity contests, accountings, breaches of fiduciary duty, and equity matters—at one time our firm maintained the largest case portfolio of equity matters then-pending before the Suffolk County Probate and Family Court. Our ability to bring intrafamily disputes to resolution is evidenced by the fact that we frequently serve as court-appointed personal representatives, guardians, or conservators in such matters.
Click below to learn about some of the probate cases in which we have assisted families, corporate trusts, and other entities.