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Choose a knowledgeable, experienced estate planning attorney.

No matter how big or small your estate, determining what will happen to it after your death is crucial for all involved. By answering critical questions now—such as who will receive what assets, who will succeed you in your business, to which charities will you give—you can preserve your wealth, minimize your taxes, and protect your beneficiaries.

Experienced in all matters of estate planning

Our estate planning attorneys have decades of valuable experience in helping our clients create their estate plans. From the straight-forward, such as wills and power of attorney documents, to more complex matters of estate administration and tax planning, we are able to translate complicated legal documents so you’ll feel confident about the future of your estate.

  • Estate planning: Last will and testament, trust planning, power of attorney, advance health care directive
  • Trust administration: Creation, administration, and termination
  • Tax planning
  • Business succession planning
  • Medicaid planning
  • Trust planning: irrevocable life insurance trusts, retained annuity trusts, qualified personal residence trusts, and revocable “living” trusts
Over the years, I’ve confidently referred many clients to Trevett Cristo for estate planning, because they take great care of my clients and help them preserve the wealth they’ve spent their lifetimes accumulating.

Rochester-area CPA

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