The Schreiner Law Group, P.C.

Dear Clients, Friends, and Trusted Advisors,

We work remotely on most days now, and head to our Mineola office for client meetings. Our long term “paperless” digital focus has proven capable and resilient during Covid and thereafter.

Gary has been designated a “Super Lawyer” for over a decade. We have support in the office for mail and packages every day during business hours. We are very happy and proud to announce that Janet Forgione has returned to the firm, as our Senior Paralegal, while Liza Schreiner continues to handle paralegal and office management duties. This allows us to maintain our excellent levels of service efficiently and affordably.

We are ready to help you review, modify or create your estate, tax and business planning and hope this is moving up your list of priorities. The obvious market volatility and the dramatic changes to the values of our financial and non-financial assets do offer opportunities for timely intervention and tax efficient family wealth transfers and planning.

The current estate tax exemption amount, or tax threshold for the imposition of federal gift and estate taxes is $15 million per person, or $30 million per married couple. Accordingly, the focus for most of our clients is to avoid the New York State estate tax, where the exempt amount is just $7.35 million, per person. These amounts are updated each year via indexing to inflation. Careful planning will make sure these benefits are harvested. The generous protected amounts allow us to emphasize long term family objectives in our planning, like maintaining wealth in the bloodline, and protecting our heirs.

We do not charge for our initial review and consultation.