Estate Planning & Asset Protection
Planning ahead with wills, trusts, powers of attorney, health care proxies, living wills, charitable planning, and asset protection strategies.
Millman Law Firm provides legal guidance for individuals, families, fiduciaries, and businesses with estate planning, probate, estate disputes, tax planning, business matters, and intellectual property issues.
Guiding individuals, families, and businesses through estate planning, administration, disputed legal matters after the loss of a loved one, business transactions, intellectual property concerns, and estate and tax planning with practical solutions, clear communication, and careful attention to each client’s goals.
Planning ahead with wills, trusts, powers of attorney, health care proxies, living wills, charitable planning, and asset protection strategies.
Guiding families through probate and estate administration after the loss of a loved one, including representation in Surrogate's Court, asset collection and transfer, estate accountings, and distributions to beneficiaries.
Protecting the rights of beneficiaries, heirs, executors, and trustees in disputes involving wills, trusts, fiduciary duties, and estate assets.
Guiding clients through New York will contests and probate disputes involving questions of testamentary capacity, undue influence, fraud, coercion, and compliance with statutory execution requirements.
Counsel for heirs, beneficiaries, executors, trustees, and personal representatives in inheritance-related disputes.
Extensive experience representing clients in IRS audits, administrative appeals, Tax Court litigation, and estate and corporate tax planning, including strategies designed to preserve wealth and minimize tax exposure.
Representing businesses in entity formation, contract preparation and negotiation, acquisitions and sales, commercial transactions, and ongoing corporate legal matters.
Providing intellectual property counsel on trademarks, copyrights, licensing arrangements, royalty matters, proprietary information, and the protection of business opportunities.
Legal problems are often personal, stressful, and unfamiliar. Millman Law Firm starts by listening carefully, learning the facts, and understanding what the client wants to accomplish.
From there, we explain the legal options in plain English and work toward a practical solution.
Serving clients throughout Westchester, Rockland, Putnam, Dutchess, and Orange Counties, as well as New York City, through in-person and virtual consultations.
Millman Law Firm advises clients who are planning ahead, handling legal matters after the loss of a loved one, or facing a dispute. In each situation, we work to protect the client’s interests and reduce confusion.
Admitted in New York and Florida, Paul M. Millman has practiced for over 45 years and advises clients on estate, trust, tax, business, and intellectual property matters.
Susan E. Herzog concentrates in estate planning, probate, trust administration, and guardianship matters.
Discuss an estate, probate, tax, litigation, corporate, or intellectual property matter with us.