Estate & Succession Planning

Perlson LLP works collaboratively with you, your attorneys, bankers, and other advisors to craft a strategic estate and succession plan that reflects your wishes and values. Whether your goals are to protect your family, assets, or philanthropic interests, our team evaluates the ramifications of your best options and designs a plan to help achieve your goals and instill your values in future generations.

Our estate and succession planning clients have access to JP Wealth Management, Inc., a registered investment advisory firm. Using our combined knowledge and insights, we prepare a detailed plan designed to help you meet your financial goals. Our estate and succession planning services include:

  • Establishment of objectives
  • Gift and estate plans
  • Retirement planning
  • Financial planning
  • Use of trusts in gift, estate and asset protection planning
  • Family partnerships and LLCs
  • Irrevocable life insurance trusts
  • Succession planning for family owned businesses


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Company Info

Perlson LLP
977 North Broadway
North Massapequa, NY 11758

Phone: 516-541-0022
Fax: 516-541-7760