Weinberg & Jacobs, LLP

Estate Planning & Administration Practice Group

The Estate Planning and Administration Practice Group is co-managed by Mark B. Weinberg and Ronald D. Jacobs. Formulation of an estate plan is a uniquely personal experience in which the client actively participates, while a knowledgeable and experienced attorney provides guidance and legal substance. During an initial interview, our lawyers explore the full range of questions which are important to consider: How can you best provide for your family and other responsibilities in the event of your disability or death? How can you assure care for disabled dependents? How can financial drains on the estate, such as death taxes, be minimized? Who should administer your estate, care for your children, or manage funds for the future?

We have helped many people resolve these questions constructively, thoughtfully and cost effectively. Each attorney in the firm is experienced in drafting wills, trusts, powers of attorney, living wills, discretionary trusts and other estate planning documents. The senior partners of the firm personally participate, either directly or through case review, in the formulation of the plans these documents will implement.

We also serve as counsel to the estates of the deceased, guiding their families through both routine and complex questions about probate, liquidation or transfer of estate assets. We accept as much or as little of the burden as our clients request or require, thereby meeting their needs at a cost level consistent with their financial and service requirements.


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