Summit Estate Planning Group is a distinguished Staten Island-based firm specializing in comprehensive estate planning and elder law, recognized for its compassionate, family-centric approach to protecting clients’ legacies. The firm stands out for its active advocacy in the fight against Alzheimer’s and its commitment to treating every client with the care and dedication reserved for their own family.
The practice takes a holistic and educational approach, offering free webinars, workshops, and resources to empower clients in making informed decisions. They focus on providing peace of mind by ensuring that families avoid probate disputes, protect assets, and secure guardianship for minor children according to their wishes. Their attorneys are adept at handling specialized family dynamics and complex financial situations, serving individuals, families, business owners, caregivers, and members of the LGBTQ+ community throughout the New York area.
Services Offered
- Wills and Trusts
- Advanced Estate Planning
- Estate and Gift Tax Planning
- Family-Owned Business Planning
- Asset Protection and Business Planning
- IRA Inheritance Planning
- Remarriage and Blended Families Protection
- Special Needs Planning
- LGBTQ Estate Planning
- Medicaid and Elder Law Planning
- Emergency Medicaid & Nursing Home Planning
- Hospice Care Planning
- Medicaid Planning
- Incapacity Planning and Caregiver Support
- Minor Children & Young Adult Planning
- Pet Planning
- Probate and Trust Administration
- Digital Estate Planning (Crypto, NFTs, Virtual Assets)
- Generational Wealth Transfers
Serving Staten Island, Manhattan, Brooklyn, and surrounding New York areas, the firm provides extensive free resources, including estate planning worksheets, definitions, reports, and elder law materials, reinforcing their mission to educate and support the community in achieving long-term security.
