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Practice Overview

The Law Offices of Steven A. Bloom, PLLC's wealth preservation practice advises individuals, families and business entities regarding a vast range of issues that affect their estate planning goals.

The firm’s practice ranges from all of the traditional aspects of personal estate planning including the preparation of revocable trusts, wills, and irrevocable trusts to hold life insurance or other assets being transferred in trust for family members to sophisticated estate freeze transactions and other wealth transfer techniques.  Some of these techniques include the formation and funding of limited partnerships and other family business entities, charitable lead and reminder trusts and grantor retained interest trusts.

The firm also assists clients with forming charitable organizations, international estate planning and estate administration.

Because our clients include professionals such as physicians, real estate developers and owners of closely held businesses concerned with litigation risk, the firm has extensive expertise in developing asset protection solutions.  These solutions include domestic and international off-shore trusts.