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— Estate & Asset Protection Planning
Estate & Asset Protection Planning.
Wills, trusts, asset protection, estate tax and succession planning for New York families, business owners and property investors.
New York Estate & Asset Protection Planning Attorney
Preserve What You Have Built
Wealth is built over decades and can be lost in a single lawsuit, tax event, or poorly drafted document. At IX Legal, our Estates & Tax Group, led by Stephen A. Bonfa, LLM, designs estate and asset protection plans for families, business owners, and real estate investors across New York, New Jersey, and nationwide.
— Areas of focus
How We Help
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Asset Protection Trusts — shielding personal and business assets from creditors and claims.
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Estate & Gift Tax Planning — lifetime gifting and strategies coordinated with our Tax Law practice.
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Powers of Attorney & Health Care Proxies .
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Business Succession Planning — alongside our Corporate Law team.
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Probate & Estate Administration .
Protecting Real Estate Holdings
Property is often a family’s largest asset. We work with our Real Estate Law attorneys to title and structure holdings — through LLCs, trusts, and entity planning — so they pass efficiently and stay protected.
Attorneys can also learn the fundamentals from Stephen Bonfa’s CLE, Drafting Estate Plans for Beginners.
Plan ahead with confidence. Call 1 646-762-6387 or get in touch with us to book your consultation.
— Frequently Asked
Questions, answered.
A will covers the basics, but a trust can avoid probate, keep your affairs private, and manage assets for heirs over time. We recommend the simplest structure that meets your goals.
Before any claim or creditor issue arises. Transfers made after a problem appears can be undone, so planning early is what makes it effective.
Yes. New York's estate tax has a 'cliff' that can tax the entire estate once it passes the exemption by a small margin, so lifetime planning matters.
Stephen A. Bonfa, LLM, Partner and Chair of our Estates & Tax Group, works directly with clients on every plan. See upcoming estate planning events →
If the outcome materially affects your finances, business, property, or family, it is worth a single conversation. Most first calls take fifteen minutes and end with a clear recommendation — engage now, wait and monitor, or handle it yourself.
We offer flat fees for defined work, hourly billing for open-ended matters, and contingency arrangements where the law allows. Every engagement letter states the fee model, scope, and what triggers additional charges before you sign.
Timelines vary by matter and by the other side's cooperation. On the first call we will give you a realistic window based on matters like yours, and we update you at every meaningful milestone rather than waiting for you to ask.
Yes. From our offices in New York City (Wall Street), Astoria, Queens, and Melville, Long Island, we serve clients throughout New York and New Jersey, and nationwide on matters that are federal in nature or where we can associate with local counsel. Most communication is remote by design. Contact our offices →
— Related Practice Areas
— Begin
Speak with counsel.
Most matters begin with a single conversation. Tell us the situation; we'll tell you the strategy.