EpsteinBeckerGreen's Personal Planning practice provides comprehensive counsel and representation to clients in private wealth planning, charitable planning, business planning, the administration of trusts and estates, and elder law. We manage the diverse needs of individuals and families, and we focus on planning issues involved with aging, disability, crisis intervention and multiple marriages. When these disciplines combine, the firm’s attorneys are particularly qualified to maximize financial resources and minimize taxation and other challenges.

In addition, EpsteinBeckerGreen's Personal Planning attorneys represent many non-profit organizations in the development of trusts and planned giving programs, and protect their interests in Surrogate's Court proceedings. We establish and structure charitable trusts and special community trusts for persons with disabilities. We advise charitable organizations about endowment programs, such as the organization and operation of donor-advised funds and supporting foundations. Our attorneys also counsel fiduciaries as individual executors / trustees and trust departments on the administration of complex trusts, estates and guardianships.

When conflicts arise, our attorneys zealously represent clients in all facets of estate litigation, including contested guardianships, will contests and accounting disputes. Where circumstances warrant, our Personal Planning lawyers work with EBG's national litigation team to advocate for our clients in Federal, State and Surrogate's courts throughout the United States.

Issues of aging and disability also dramatically affect American business. In response to such corporate and institutional needs, EpsteinBeckerGreen draws upon the resources of its national Labor and Employment practice, one of the largest in the U.S. limited to the representation of management. We work with companies to design and establish elder care programs and counsel them concerning tax, ERISA, and labor and employee benefits matters affecting older workers.

EpsteinBeckerGreen Personal Planning attorneys counsel and represent health care providers, insurance companies and other major corporations in connection with:

• Assisting in the development of new products and services for financing long-term care
• Developing institutional procedures for compliance with the Patient Self-Determination Act
• Designing and implementing corporate elder care programs
• Counseling corporate employees and other individuals regarding elder law and health care issues
• Developing procedures and guidelines for dealing with requests for refusal, termination or withdrawal of medical treatment for competent and incompetent patients
• Training and education of physicians, social workers and administrators about right-to-die issues
• Providing legal counsel regarding the rights of hospitals and physicians to decline continued medical treatment no longer deemed medically appropriate (the issue of "medical futility")
• Providing legal counsel regarding terminally ill patients’ requests in "aid in dying," discharge planning, Medicare and Medicaid issues, and estate planning for executives and employees