Services
TRUST AND ESTATES
TRUST AND ESTATES
TRUST AND ESTATES
ESTATE PLANNING:
- Revocable,Irrevocable & Directed Trusts
- Last Will and Testament
- Durable Power of Attorney
- Advanced Health Care Directives
- Guardian Nominations and Memorial Instructions
- Beneficiary Designations and Spendthrift Clauses
- Retained life estates and charitable giving
- Long-term care planning and asset protection
- Trust monitoring and fiduciary oversight
PROBATE AND ADMINISTRATION OF DECEDENT'S ESTATE (NY only*):
- Probating a Will
- Asset Inventories and Protection
- Federal and State Estate Tax Returns
- Beneficiaries Notifications
- Surrogate's Court Appearances
- Creditor Settlements
- Settling an Estate without a Will
*STEVEN YEH is admitted to practice law in the state of New York since 2001.
TAX
TRUST AND ESTATES
TRUST AND ESTATES
PERSONAL TAX PREPARATION:
- Form 1040, Schedule A, 1, 4, 5 and others personal forms
- Schedule C, E, and SE
- 1040ES estimated tax, tax withholding check up & E-File
ENTITY AND BUSINESS TAX PREPARATION:
- Form 1065, K-1, 1099-MISC, and other business forms
- Form 706, 1041, 1041-K1 and other estate, fiduciary and entity returns
CONSULTING
TRUST AND ESTATES
CONSULTING
BUSINESS START-UP & FORMATION:
- Sole proprietorship
- Partnership
- Limited Liability Company (LLC)
- Corporations (C-Corp and S-Corp)
BUSINESS OPERATIONS:
- Shareholder and Member agreements
- Property Leases
- Contract drafting
- Confidentiality and Hold-Harmless Agreements
- Buy-Sell, Business Continuation, Key Person and Non-compete Agreements
PERSONAL:
- College planning
- Wealth creation, preservation and legacy planning
- Insurance and income protection
*Business consulting through SY Associates LLC, a Nevada domiciled Limited Liability Company.
IMPACT INITIATIVE
Plan a more effective legacy and make the world a better place
Are you having difficulties engaging your heirs on money management? Afraid that when you die, all of the money you are leaving to your heirs will end up creating a disincentive for good behavior and get squandered?
You can responsibly pass on your assets to heirs while also promoting good behavior and making a positive impact on both the heirs and the world at large. Given the concerns over climate change, geopolitical risks and rising income inequalities over the last two decades, philanthropy - the act of giving – can be essential in addressing the most pressing issues facing our world. This is also an opportunity to use the act of giving as a tool for responsible transfer of wealth to the next generation, leaving a legacy of positive impact in the world.
Want to make a difference? Consider incorporating an impact initiative in your estate plan. Just schedule a call or meeting and find out how easy it is to make the world a better place.
AMERICAN EDUCATION FOUNDATION
PROGRAM ADMINISTRATION
SY Associates administers programs for the American Education Foundation (AMEDF), a tax-exempt, not-for-profit organization dedicated to the advancement of higher education opportunities for all. Contact AMEDF by clicking below.