COVID-19 Business Plan Updated June 29, 2020

• We hope that you and your family are healthy and well.
• We are open and continue to service our clients.
• We welcome consultations with new clients.
• We are now working from our home and our office at

20 Corporate Woods Blvd.

Albany, NY 12211

Trusted, Comprehensive Elder Law Services

Counseling Clients Since 1992
In Person Assistance
Desk

In person assistance

Note

Limited paper work

Phone

Phone consultations.

About Us

The Pfeiffer Law Firm, PLLC, founded in 2015 by William Pfeiffer, is a specialized legal and financial planning services firm that focuses on the specific needs of the elderly and individuals with special needs.

Bill Pfeiffer has been advising clients since 1995, first as a staff attorney and partner at AYCO/Goldman Sachs, then in private practice with a local, well-known law firm.

Elder law attorneys are advocates for the elderly and their loved ones. At Pfeiffer Law, we work with our clients on important legal and financial matters which affect older or disabled people. We are broad-based in our knowledge of elder law and planning for issues related to health care, long term care planning, guardianship, retirement, Social Security, Medicare/Medicaid, and other important matters.

ABOUT

Strategies

Estate Planning

  • Simple wills

AVOID PROBATE

  • Revocable Trust
  • Irrevocable Trust

ASSET PROTECTION

  • Income Only Trust
  • Descendents Trust
  • Dynasty Trust

Special Needs

  • First Party Trust
  • Third Party Trust

Decision Making

    • Power of Attorney
    • Health Care Proxy
  • Living Will

TAX PLANNING

    • Gifting Trust
    • Life Insurance Trust
  • Grantor Retained Annuity Trust

BUSINESS FORMATION AND SUCCESSION

    • Operating Agreement
  • Buy Sell Agreement

CHARITY

    • Lead Trust
    • Remainder Trust
  • Life Estate

Contact Us

Contact us for a consultation
Call: 518-407-0347

518-407-0347 [email protected]

Estate Planning

Estate planning is the process of protecting, preserving and distributing your assets both during your lifetime and after your death. This process provides an opportunity for you to make your wishes known and take comfort in the ability to control your decisions and independence. Through the use of wills, trusts, sophisticated estate freezing and discounting strategies, we can help you achieve your objectives. This may include minimizing estate taxes or reducing expenses associated with estate administration. It may also include making sure that your family has sufficient assets to meet their needs after you are gone.

Failing to plan means that your assets will pass according to the laws of intestacy rather than according to your desires and may also delay or decrease the amounts received by your family. Problems often arise when your investment, legal, insurance and tax plans are not well coordinated. We work with your financial advisor, your insurance agent and your accountant to make sure that you are able to maximize the benefits of your comprehensive financial plan. It is critical for the success of your estate plan that your assets are correctly owned and that your beneficiary designations be correctly completed.

Business Succession

We can assist you with business succession planning. This is a unique area where thorough discussions will lead to a planning process that will allow you to pass on your legacy to future generations in a tax efficient manner.

Charitable Planning

Many clients want to transfer assets to charitable organizations either during their lives or through their estates. We can provide recommendations as to how these transfers should be structured in order to capture the maximum benefit from an income tax and estate tax perspective.