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A Way Better Approach More than a law firm, Phillips Lytle is a trusted legal and business advisor. Not only do we strive to be absolute authorities who are ultra-responsive

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Trust and Estate Administration

A substantial portion of our trusts and estates practice consists of assisting individual and corporate fiduciaries serving as executors, administrators and trustees, as well as beneficiaries of trusts and estates,

Succession Planning for Closely Held Businesses

Owners of closely held businesses often face difficult and complex decisions regarding succession planning. Our attorneys stand ready to assist business owners in developing a plan to ensure a smooth

Special Needs Planning and Guardianship

Special consideration must be given when planning for the needs of individuals with disabilities. Our attorneys assist families to create personalized plans that provide financial protection for children, grandchildren and

Medicaid Planning

As the costs of long-term care continue to increase, Medicaid planning has become a touchstone for consideration in clients’ estate plans. Our attorneys are experienced in Medicaid planning, including the

Florida Trust and Estate Planning and Administration

The laws related to trust and estate planning and administration in the states of New York and Florida can differ. Attorneys in our Trusts and Estates Practice Group are licensed

Estate, Gift and Generation-Skipping Transfer Taxes

Proper tax planning is a vital part of the trust and estate planning and administration processes. Our attorneys provide advice and assist with the preparation of tax returns and required