Nancy Weissman

Background

About Nancy Weissman

Highly skilled trusts and estates attorney for lottery winners and others with liquidity events. Specialties: Wills and Trusts Estate planning Estate administration Estate settlement Fiduciary representation Real estate Mortgages Refinancing Title clearing Condominium management Per my college charter, I am "duly qualify’d for discharging the Offices of Life with usefulness and reputation." Attorney: lottery winners, trusts and estates, real estate, prenuptial and post-nuptial agreements. Typical services: o Prepare and update estate plans, wills with guardianship nominations, revocable and irrevocable estate planning living trusts, realty trusts, health care proxies and HIPAA authorizations, powers of attorney), directives as to remains, memoranda regarding disposition of heirlooms, pet directives, and prenuptial and post-nuptial agreements. Tax efficiency is a part of the firm's approach to estate planning and it does not wag the dog. o Advise clients on strategies to minimize and resolve disputes arising from trusts and estates, including trust disputes, possible breaches of fiduciary duties, and will contests. o Serve as fiduciary (personal representative, trustee, agent under a power of attorney) and handle trust management and administration. o Assist fiduciaries in petitioning the probate court to have a personal representative appointed for the estate, advise personal representatives and trustees on asset management and distributions to heirs and beneficiaries. o Represent beneficiaries under wills and trusts, and heirs in intestate estates. o Residential and commercial real estate matters, with emphasis on conveyancing (buying, selling, mortgaging) and with particular expertise in title clearing and management of condominium associations. o Choice of entity for managing investment real estate, preparation of governance documents for limited liability companies, nominee realty trusts and related entities.