Focus Areas
- Elder Law
- Medicaid Planning
- Guardianships
- Veterans Benefits
Contact Us
Or Reach Us By Phone At:
(516) 280-2522
(631) 569-4334
Estate Planning & Administration
VALERIE A. SHIVERS, P.C. will work with you to develop an estate plan tailored to meet your individual needs. We will ensure that your assets pass to your beneficiaries in the simplest, most cost-effective and orderly way possible.
Our services include:
- Preparation of personalized estate planning documentation such as Wills, revocable living trusts, irrevocable trusts, insurance trusts, and various grantor and personal residence trusts
- Preparation of durable powers of attorney for financial matters
- Preparation of health care proxies for medical treatment decisions and living wills
- Preparation of Supplemental Needs Trusts
- Establishing foundations and other charitable giving programs
- Sophisticated tax and succession planning for owners of closely held businesses
- Preparing family limited partnerships and limited liability companies
- Counseling on estate, gift, income, and generation-skipping transfer tax issues
- Advocating in will contests and other litigation involving estates, trusts and guardianships
- Representing fiduciaries in the administration of estates and trusts
- Pre and post-marital agreement negotiations