Advice
for a lifetime.


Keeping your business safe for the future. Preserving your legacy through succession. Protecting your family for generations. Estate & Trusts planning creates enduring legacies that last lifetimes. Whether through drafting wills, succession planning or estate settlements, Underberg & Kessler has been providing a full range of estate and trust services since we were founded more than 80 years ago. We will assist you with a sensitivity and thoroughness that ensures that your estate planning goals and objectives are achieved. 

Our Estates & Trusts Group has experience in private practice, in Corporate Trust Departments and the Estate and Gift Tax Bureau of the Internal Revenue Service. We represent corporate trust departments, individuals, families, businesses and charitable organizations. We assist in the administration and settlement of estates, trusts and guardianships. And we advise clients on charitable giving, Medicaid planning, business continuation and life insurance. 

Our Estates & Trusts services include: 

  • Drafting of wills and trusts 
  • Administration of estates and trusts 
  • General estate planning 
  • Tax planning 
  • Business succession planning 
  • Retirement planning 
  • Charitable giving 
  • Medicaid planning 
  • Elder care planning

Relevant Experience

Underberg & Kessler’s Estates & Trusts Group has considerable experience in counseling clients and implementing a broad range of estate planning vehicles, including: 

  • Wills containing non-tax planning testamentary trusts 
  • Wills containing tax planning testamentary trusts 
  • Powers of attorney, health care proxies and living wills 
  • Revocable living trusts, both with and without estate tax planning provisions 
  • Irrevocable life insurance trusts 
  • Qualified personal residence trusts 
  • Charitable remainder and lead trusts 
  • Grantor retained annuity or unitrusts 
  • Defective grantor trusts 
  • Dynasty trusts 
  • Family limited partnerships and limited liability companies 

In addition we provide assistance and planning guidance with respect to: 

  • Medicaid planning 
  • Elder care planning 
  • Gifting programs 
  • Educational trust planning

Our Team

Rochester, NY
Corporate & Business, Estates & Trusts, Tax
Rochester, NY
Banking, Corporate & Business, Environmental, Estates & Trusts, Municipal
Rochester, NY
Corporate & Business, Estates & Trusts, Real Estate
Rochester, NY
Corporate & Business, Estates & Trusts, Tax
Canandaigua, NY
Corporate & Business, Estates & Trusts, Real Estate