Hill, Ullman, And Erwin
551 Fifth Ave, 24th Floor | New York, NY 10176 | 212.682.3366 | contact@erwinmarcuslaw.com  

Erwin & Marcus, P.C., formed in 2015, is the successor to Hill, Ullman & Erwin P.C., which since 1978 has guided clients through the process of wills, trusts, gift and estate planning. We call this process “Waste Management” because unnecessary and avoidable estate taxes or the failure to protect assets is indeed a waste.  We focus on methods that help individuals and families maximize the preservation of assets and minimize estate and gift taxes. Our mission is lifestyle protection, for you and future generations.  Our goal is simple:  to give you the peace of mind that results from a properly implemented estate plan.

Practice Areas

Wills and Trusts | Estate and Gift Planning | Charitable Planning | Asset Protection | Generation-Skipping Tax Planning | Business Succession Planning | Prenuptial and Postnuptial Agreements

Process

The most efficient way to begin is with a consultation, free of charge.
STEP 1 – LISTEN At the consultation, we will listen to your goals and offer suggestions from a selection of estate planning methods to accomplish your goals. We provide you with all the information needed to make educated choices per your specific situation.
STEP 2 – DRAFT Once engaged, we will discuss and agree upon the specific terms of your estate plan. We will then prepare drafts of your documents and send them to you accompanied by an outline of the content. After careful review and modification as necessary, the documents can be finalized for signature.
STEP 3 – FOLLOW THROUGH Many planning methods require detailed follow through, which is critical to the success of the plan. We are diligent in implementing all of the necessary arrangements, as needed.
Estate Questionnaire We request that each client fill out a simple, confidential questionnaire. This information will help us tailor our recommendation precisely for you. You can download the form here, and send it in via scan or regular mail.

Disclaimer

News

New York State Estate and Gift Tax Law Highlights Effective April 1, 2014

Effective April 1, 2014, the New York State 2014-2015 budget legislation (the “Executive Budget”) makes significant changes to New York’s estate tax and the income taxation of certain trusts. A brief summary follows: Estate Tax Exclusion Increased but Includes a Cliff New York has increased its basic exclusion amount (from $1,000,000 per decedent prior to...

READ MORE >

Quiz

1. Do you have a Will?

2. Are you aware of the benefits of a Revocable Trust?

3. Do you have a Health Care Proxy, Guardianship Directive and Power of Attorney?

4. Have you reviewed the dispositions and fiduciary appointments in your Will?

5. Do you know how the applicable taxes will be paid and who will bear the burden?

6. Do you own your assets jointly with a spouse or significant other?

7. Does your estate plan specifically to protect your children, including any from a prior relationship?

8. Have you named your children as beneficiaries of your life insurance, IRA or 401(k)?

9. Do you own life insurance policies?

10. Have you taken full advantage of gift opportunities?

11. If you own a business, do you have a formal business succession plan?

12. Have you considered asset protection from future creditors or matrimonial claims?

Depending on your answers to these questions, your estate may pay unnecessary taxes,
and you may have failed to protect the people you wish to protect.

Attorneys

John S. Erwin

John S. Erwin, the senior partner of Erwin & Marcus, P.C. was a founding partner of Hill, Ullman & Erwin P.C. in 1978.  He has dedicated his career to the practice of Trusts and Estates. He calls his practice “Waste Management,” referring to his techniques of minimizing gift and estate taxes in order to maximize wealth transferred to family members, loved ones or charities. John is a consultant on estate planning for the Peconic Land Trust of Southampton, New York, where he joins their mission to conserve and protect Long Island’s working farms and open spaces and to leverage funds available from the public and private sector for continued land protection. John also serves on the board of directors for the Southfork Land Foundation. John is a supporter of Empire State Pride Agenda, New York’s statewide LGBT civil rights and advocacy organization. John received a Bachelor of Arts from Westminster College and a Juris Doctor from Union University, Albany School of Law. John is a member of the New York State Bar Association NYSBA Trusts and Estate Law Section.

Jennifer E. Marcus

Jennifer E. Marcus joined Hill, Ullman & Erwin, P.C. in 2010 and became a shareholder in Erwin & Marcus, P.C. in 2015. She designs and implements sophisticated estate planning, with an emphasis on multi-generation planning, asset protection, wealth preservation, corporate succession planning, and charitable giving. Jennifer counsels fiduciaries and handles all aspects of Trust and Estate administration. Jennifer graduated with honors from Stern College for Women of Yeshiva University, and received her Juris Doctorate, cum laude, from the Jacob D. Fuchsberg Law Center of Touro College. She is admitted to practice law in New York and is a member of the New York State Bar Association, NYSBA Trusts and Estate Law Section; American Bar Association, ABA Sections of Tax and Real Property, Trust and Estate Law.

Navjit Pathak

Navjit Pathak graduated with honors from St. Johns University with a concentration in English and a minor in Business Law and earned her Juris Doctorate from New York Law School in 2013. She is admitted to practice law in New York and New Jersey. Navjit is a member of the New York State Bar Association.

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551 Fifth Avenue
24th Floor
New York, NY 10176

Phone: (212) 682-3366
Fax: (212) 682-3367

contact@erwinmarcuslaw.com