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Our Office

  • Williamsville Office

    Address

    5820 Main Street, Suite 500
    Williamsville, New York 14221

    Phone

    716-565-9700

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Johanna Oreskovic, Attorney at Law locations:

Reviews & Ratings

  • 5.0/5.0

    Johanna was extremely helpful assisting me as the executor of an estate, keeping me up to date on filings and due dates, and finalizing court submissions.

    — Client

  • 5.0/5.0

    Johanna was wonderful to work with! She is extremely professional, knowledgeable, and was very responsive to any questions/concerns that we had. Johanna always took the time to explain what was happening with our house closing, and the enti...
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    — Client

Skilled New York Lawyer Assists Clients with Estates and Wealth Transfers

Knowledgeable attorney advises clients in the Williamsville area on tax planning and gifting

If your estate is large enough to trigger federal or state inheritance or estate taxes, Johanna Oreskovic, Attorney at Law can help you reduce your exposure through prudent planning, including business succession strategies and wealth transfers to your heirs. I assist clients by structuring business transactions, planning their charitable giving, and advising on tax matters. My aim is to minimize the impact of gift taxes, estate taxes and generation-skipping transfer taxes. Through the strategic use of income- and asset-transfer devices, I work to help you take full advantage of all applicable tax credits, deductions, exemptions and elections. Serving clients and their families in the Williamsville area and throughout New York, I give careful thought and attention to each individual estate.

Trusted New York attorney offers strategic tax advice

You should never make a decision about structuring or transferring assets without understanding the tax consequences involved. I provide tax advice to clients in regard to a wide range of issues. Johanna Oreskovic, Attorney at Law counsels clients on matters related to:

  • Federal estate taxes
  • Federal gift taxes
  • Alternate valuation elections
  • Generation-skipping taxes
  • Revocable, irrevocable, grantor and charitable trusts

Understanding the tax consequences of the financial decisions you make, especially those involving bequests and gifts, can help you preserve your wealth and pass it on to the people and charities of your choosing. It is also important that those who will be the recipients of assets are educated and ready to take on new roles and responsibilities as the family dynamic shifts. Johanna Oreskovic, Attorney at Law offers sound counsel to estate owners and inheritors.

Seasoned professional counsels clients on transferring family assets

When it comes to transferring assets, I offer personalized legal advice based on your unique situation. Some of my clients want to ensure they can pass along their businesses to children and avoid personal liability. Other clients have large estates or considerable wealth they want to share in a way that avoids estate and wealth taxes. At Johanna Oreskovic, Attorney at Law, I take the time to learn about your wishes for the future and strive to meet your needs. I can help with various wealth transfer options, which may include:

  • Special needs trusts
  • Family foundations
  • Life insurance trusts
  • Living trusts
  • A/B trusts
  • Charitable trusts
  • Wills
  • Generation-skipping trusts

Legal advice on transferring your assets can help ensure your wealth is distributed according to your wishes. I will work to resolve your estate and wealth transfer issues so that you can feel secure with the legacy you leave behind.

Contact a skilled New York estate and gift tax planning lawyer

For sound advice on estate and gift tax planning and family wealth transfers in New York, call Johanna Oreskovic, Attorney at Law at 716-271-9995 or contact me online to schedule your free consultation at my Williamsville office.