Heckscher, Teillon, Terrill & Sager, P.C.
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About Us

Heckscher, Teillon, Terrill & Sager provides a broad range of sophisticated estate and tax planning services including the following:

Personal, Estate and Tax Planning

  • Wills, trusts, domestic and international planning, including: wills, living trusts, life insurance trust and other types of trusts, gift and retirement planning; asset protection planning; marital agreements; powers of attorney; living will; and family partnership agreements.

Closely-Held Business Planning

  • Business continuity planning, succession and liquidity planning.

Trust and Estate Administration

  • Settlement of decedent's estates and administration of trusts, including preparation of accounts and federal and state death tax and fiduciary income tax returns, income tax and situs planning and trust modifications.

Fiduciary Matters

  • Representation of individuals, banks and trust companies and individuals serving as trustees and executors.

Fiduciary and Tax Litigation

  • Representation of executors, trustees and beneficiaries in disputes involving wills, trusts, taxation of estates and trusts and related matters.

Tax-Exempt and Charitable Organizations

  • Formation and representation of private foundations, public charities and charitable trusts.

Minors and Incapacitated Person

  • Guardianships and special needs trusts for minors and incapacitated persons, including planning for and administration of court awards and litigation settlements, and dispute resolution.