One of the most constant responsibilities clients face throughout personal and professional milestones is securing their family’s and business’s future. As life changes, estate plans must evolve accordingly. At Yohanan Mateus Law, we understand the importance of creating a meaningful legacy while protecting the people and assets clients care about most.

Our experienced Trusts & Estates attorneys take the time to understand family and business dynamics, design tailored estate plans, and develop and update related documents to optimize asset preservation and long-term administration.

Integrated Planning Approach

Our Trust & Estate attorneys bring extensive experience in personal estate planning, business succession planning and tax planning for business owners and high-net-worth individuals. We recognize that estate, gift and income tax planning, along with succession planning, must be holistically coordinated to achieve long-term financial objectives.

Each estate plan is thoughtfully designed to reflect current law, individual family circumstances and a client’s long-term goals, while remaining flexible to adapt to life’s changes.

Experience & Professional Recognition

Yohanan Mateus Law’s Trust & Estate attorneys are widely respected in the field and maintain active membership in the American College of Trust and Estate Counsel (ACTEC), a prestigious national organization. Our attorneys focus exclusively on estate planning and administration and collaborate closely with colleagues on tax, business and charitable planning matters.

We are well-equipped to guide clients through trust and estate administration, incapacity planning and the complexities that arise following a death, ensuring thoughtful stewardship of assets and wishes.