The 30 Best Charitable trust administration in New York

The Bank of Millbrook Trust Department, located at 44 Front Street in Millbrook, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance. Our team of Trust and Investment Professionals, led by Senior Vice President and Trust Officer Meredith Marsh Tiedemann, CPWA®, is dedicated to providing personalized wealth management strategies for high-net-worth clients. With over 30 years of experience, Mrs. Tiedemann holds the prestigious Certified Private Wealth Advisor® designation and is committed to ensuring the success of your trust. Vice President and Trust Officer Eliot C.L. Clarke, a Millbrook native, brings a deep understanding of the community and a background in real estate and finance to our team. Todd, who recently joined the team, has years of industry experience and manages the daily operations of the department with expertise in client distribution, income payments, and securities trading. Trust Administrator Alison, also a Millbrook native, supports the Trust Officers in various administrative tasks to ensure the smooth operation of the department.

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Empire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.

Susan G. Parker Law Associates, PC is a prestigious institution located on North State Road in Briarcliff Manor, New York. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to clients in need of expert advice and representation. Whether you require assistance with tax planning, financial management, or legal counsel, our firm is committed to delivering personalized solutions tailored to meet your specific needs. Trust Susan G. Parker Law Associates, PC for all your accounting, finance, and legal needs.

Amoruso & Amoruso, LLP is a renowned law firm located at 800 Westchester Avenue, Rye Brook, New York, United States. Specializing in estate planning and elder law matters, our team of experienced attorneys, including Michael Amoruso and Sreelekha Chakrabarty Amoruso, work diligently to create customized, holistic plans that protect your legacy and age with you. We go beyond traditional wills and trusts to consider your life goals, financial objectives, long-term care needs, and tax goals. Our comprehensive estate plans also address asset distribution and family dynamics to ensure your loved ones are well-provided for now and in the future. At Amoruso & Amoruso, LLP, we believe in building long-term relationships with our clients to ensure their estate plans evolve with their changing circumstances. Our attorneys stay up-to-date on the latest developments in elder law and estate planning to provide you with solutions tailored to your individual needs. With our commitment to excellence and compassion, we have helped thousands of clients in New York and Connecticut secure their futures and achieve peace of mind.

Christina M. Martabano, Esq. is a reputable law firm located at 27 Radio Circle Drive in Mount Kisco, New York. Led by experienced attorney Christina M. Martabano, the firm offers a wide range of legal services to clients in the United States. Specializing in various areas of law, including but not limited to family law, estate planning, and real estate transactions, Christina M. Martabano, Esq. provides personalized and professional representation to meet the unique needs of each client. With a commitment to excellence and a dedication to achieving favorable outcomes, clients can trust in the expertise and experience of Christina M. Martabano, Esq. for all their legal needs.

Four Corners Legacy Law, formerly known as Bowers & del Peral, PLLC, is a reputable law firm located at 22 Park Row in Chatham, New York. Led by attorney Morgen M. Bowers, the firm specializes in estate planning, elder law, and probate services. With a commitment to providing personalized and comprehensive legal solutions, Four Corners Legacy Law is dedicated to helping clients protect their assets and secure their legacy for future generations. Contact them today for expert guidance and support in navigating complex legal matters.

Herzog Law Firm, P.C. is a reputable institution located at 7 Southwoods Boulevard in Albany, New York, United States. Specializing in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law, the firm has been serving the Greater Capital Region, Hudson Valley, and Adirondack Regions since 1946. With a team of experienced professionals, Herzog Law Firm offers individualized and knowledgeable counsel to help clients plan for their future. Services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives. The firm also provides valuable resources on topics such as Aging in Place, Life Estates, and Wills vs Trusts. Whether you already have an estate plan in place or are looking to start the planning process, Herzog Law Firm is here to assist. Schedule a free consultation today by calling 518-465-7581 or visiting their office at Corporate Woods in Albany.

Herzog Law Firm, P.C. is a trusted legal institution located at 855 New York 146 in New York, United States. Serving the Greater Capital Region, Hudson Valley & Adirondack Regions, our experienced team specializes in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law. With a history of providing personalized and knowledgeable counsel since 1946, we have served clients in Albany, Saratoga, and Kingston, NY areas. Our services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives.

Wilcenski & Pleat PLLC is a prestigious law firm located at 257 Bay Road in Queensbury, New York. Specializing in various areas of law, including estate planning, elder law, and special needs planning, the firm is dedicated to providing top-notch legal services to its clients. With a team of experienced and knowledgeable attorneys, Wilcenski & Pleat PLLC is committed to helping individuals and families navigate complex legal matters with professionalism and expertise. Whether you are in need of estate planning assistance or require legal representation for a special needs planning issue, Wilcenski & Pleat PLLC is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.

Feinberg Richard J is a well-established law firm located at 254 South Main Street in New City, New York, United States. Specializing in various areas of law, the institution offers expert legal services to clients in need of representation and guidance. With a team of experienced lawyers led by Richard J Feinberg, the firm is dedicated to providing high-quality, personalized legal solutions tailored to each client's unique needs. Whether you are facing a legal dispute, seeking assistance with a contract, or in need of advice on estate planning, Feinberg Richard J is committed to helping you navigate the complexities of the legal system with skill and professionalism.

Salisbury Bank Wealth Advisory is a premier financial institution located at 801 Auto Park Place in Newburgh, New York. As a trusted wealth advisory firm, we provide personalized financial planning and investment management services to help clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Salisbury Bank Wealth Advisory is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Dana Macaluso, CFP, CPWA - UBS Financial Services Inc. is a leading finance institution located in the heart of New York City. Specializing in comprehensive financial planning and wealth management, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and guidance to our clients. Visit us at 1285 6th Avenue to learn more about how we can help you secure your financial future.

Edie Haughney is a Financial Advisor at Ameriprise Financial Services, LLC located in Pearl River, New York, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various areas of finance and wealth management, allowing her to provide comprehensive and specialized financial advice to her clients. With a focus on ethical practices and continuous education, Edie Haughney is dedicated to helping individuals and businesses achieve their financial goals.

Brooklyn Fi is a prestigious finance institution located at 33 Nassau Avenue in New York, United States. With a strong reputation for excellence in the field of finance, Brooklyn Fi offers a wide range of financial services and expertise to individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Brooklyn Fi's team of experienced professionals are dedicated to helping you achieve your financial goals. Visit us today and see how Brooklyn Fi can help you secure your financial future.

Merrill Lynch Financial Advisor Nessa C Boland is a prestigious finance institution located at 560 Lexington Avenue, New York, New York, United States. With a focus on experience, service, and a commitment to clients, the institution aims to provide the highest level of professionalism and responsiveness at all times. Operating under the umbrella of Merrill Lynch Wealth Management, a division of Bank of America Corporation, the 712 Investment Group is a team of 20 wealth management professionals with decades of investment experience. Led by partners like Managing Directors Richard Wald and Travis O'Brien, the team is dedicated to creating custom strategies tailored to each client's goals, liquidity needs, values, and risk tolerance. The institution prides itself on its recognition in various financial industry publications, including Forbes' "America's Top Wealth Management Teams High Net Worth" list. The team at Merrill Lynch Financial Advisor Nessa C Boland works closely with clients to understand their financial goals and develop personalized wealth management strategies. Whether clients are planning for retirement, saving for a home, or funding a child's education, the team is equipped to help clients achieve their financial objectives.

Pauline Yutong Huang is a trusted financial advisor at TD Wealth, located at 987 4th Avenue in New York, United States. With years of experience in the finance industry, Pauline is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Pauline Yutong Huang is committed to providing expert guidance and support every step of the way. Contact Pauline today to schedule a consultation and start building a secure financial future.

H&R Block is a renowned accounting and finance institution located at 213 New York 59, Suffern, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions. Trust H&R Block to help you navigate the complexities of accounting and finance with ease and confidence.

Fiduciary Tax Accountant is a trusted institution specializing in accounting and finance services, located at 4121 18th Avenue in New York, United States. Our team of experienced professionals is dedicated to providing expert guidance and support in managing fiduciary responsibilities and tax compliance for individuals and businesses. With a commitment to accuracy and efficiency, we offer personalized solutions to help our clients navigate the complexities of tax laws and regulations. Trust Fiduciary Tax Accountant to handle all your accounting and finance needs with professionalism and integrity.

Sanjoy Augustine CPA, PLLC is a reputable accounting and finance institution located at 2 Strawtown Road in West Nyack, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Sanjoy Augustine CPA, PLLC for all your accounting and finance needs.

Northern Financial Services, located at 120 Factory Street in Watertown, New York, is a finance institution dedicated to helping individuals and families plan for their financial future. As a fiduciary, we prioritize our clients' needs and desires, offering personalized advice, services, and products to help them achieve their financial goals. Our team at Northern Financial Services actively manages assets and provides guidance every step of the way to ensure our clients are involved in their financial planning process. We are committed to making a difference in the lives of our clients and their loved ones, striving to enhance their financial well-being and future.

Rosibel Hernandez is a reputable healthcare institution located at 877 Stewart Avenue in Garden City, New York, United States. Specializing in providing top-notch medical care, this facility is led by a team of skilled doctors and healthcare professionals dedicated to improving the well-being of their patients. With a focus on personalized and comprehensive healthcare services, Rosibel Hernandez offers a wide range of medical treatments and preventive care options to meet the unique needs of each individual. Patients can trust in the expertise and compassion of the staff at this institution, making it a trusted destination for quality healthcare in the Garden City area.

Whitman Hall is a prestigious institution located at 500 Circle Road in Stony Brook, New York, United States. This iconic building is known for its stunning architecture and rich history. Whitman Hall is a hub of academic excellence, offering a wide range of programs and resources to support students in their educational journey. With state-of-the-art facilities and dedicated faculty, Whitman Hall provides a dynamic and stimulating environment for learning and growth. Whether you are a student, faculty member, or visitor, Whitman Hall is sure to leave a lasting impression with its vibrant community and commitment to excellence.

Freedom Financial Solutions is a leading accounting and finance institution located at 766 Sergeant Palmateer Way in Wappingers Falls, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you need assistance with tax planning, wealth management, or retirement planning, our experts are here to help. Trust Freedom Financial Solutions to guide you towards financial freedom and success.

Jules Martin Haas is a prestigious law firm located at 488 Madison Avenue in New York City, United States. Specializing in various legal services, the institution is known for its expertise in areas such as estate planning, probate, and trust administration. With a team of highly skilled and experienced lawyers, Jules Martin Haas is dedicated to providing top-notch legal representation and guidance to clients in need. Whether you require assistance with drafting a will, navigating the complexities of probate court, or managing a trust, the professionals at this institution are committed to delivering personalized solutions tailored to your unique needs. Trust Jules Martin Haas to handle your legal matters with professionalism, integrity, and diligence.

Ettinger Law Firm is a renowned institution specializing in elder law and estate planning services. Located at 1 Huntington Quadrangle in Melville, New York, this firm is dedicated to providing expert legal guidance and support to individuals and families in need of estate planning assistance. With a team of experienced lawyers, Ettinger Law Firm offers personalized solutions tailored to meet each client's unique needs and goals. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the professionals at Ettinger Law Firm are here to help. Trustworthy, reliable, and committed to excellence, Ettinger Law Firm is your go-to destination for all your elder law and estate planning needs.

Pergolizzi & Associates LLP is a reputable law firm located at 911 Avenue U in New York, United States. Specializing in various legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized attention to each client. With a strong commitment to integrity and professionalism, we strive to achieve the best possible outcomes for our clients in a wide range of legal matters. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Miller Gesko Inc is a finance institution located at 237 Main Street in Buffalo, New York, United States. Our specialized wealth and personal business management firm is dedicated to serving the affluent. We understand that each individual's journey is unique, which is why we believe in taking the time to truly listen and understand your goals and priorities before offering tailored wealth management solutions. At Miller Gesko Inc, we are committed to guiding you and your family towards financial success by creating a personalized strategy that aligns with your values and aspirations.

HD Financial Specialists is a leading finance institution located at 6049 Transit Road in East Amherst, New York. Our team of experts is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experienced professionals are here to help. With a focus on integrity and client satisfaction, HD Financial Specialists is committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Estate & Financial Planning Associates is a trusted finance institution located at 1200 Jefferson Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing comprehensive estate planning and financial services to help individuals and families achieve their long-term goals. Whether you are looking to create a will, establish a trust, or develop a personalized investment strategy, our dedicated team is here to guide you every step of the way. Trust Estate & Financial Planning Associates to help secure your financial future.