Amy Nett’s Personal and Estate Planning services included or related to all forms of traditional and exotic estate planning including: Advance Health Care Directives, Bare Trusts, Business Planning Agreement, Charitable Lead Trusts, Charitable Remainder Trusts, Charitable Trusts, Codicils, Complex Wills, Constructive Trusts, Credit Shelter Trusts, Discretionary Trusts, Express Trusts, Family Trusts, Family Wills, Generation-Skipping Trusts, Grantor Retained Annuity Trusts, Health Care Power of Attorney, Health Care Proxies, Holographic Wills, Honorary Trusts, Incentive Trusts, Interest in Possession Trusts, Irrevocable Life Insurance Trusts, Irrevocable Special-Needs Trusts, Irrevocable Trusts, Joint Wills, Last Will and Testament, Letter of Instruction, Life Insurance Trusts, Limited Interdiction, Living Trusts, Living Wills, Long-Term Care and Planning, Marital Deduction Planning, Marital Trusts, Nonqualified Retirement Plan, Oral Wills, Personal Residence Trusts, Pour-Over Wills, Power of Attorney, Probate, Protective Trusts, Purpose Trust, Qualified Retirement Plan, Remainder Trusts, Resulting Trusts, Reversionary Interest Trusts, Revocable Living Trusts, Revocable Trusts, Simple Wills, Small Estate Administration, Special Needs Trusts, Spendthrift Trusts, Spousal Limited Access Trusts, Supplemental Needs Trusts, Survivor Benefit Plan, Testamentary Trusts, Totten Trusts, Trusts, Trusts for Minors/Minor’s Trusts, and Will Contests among many others.
Further, Amy Nett’s services included or related to all forms of estate and trust administration, all related aspects of estate, gift and income tax, and trust construction and related litigation. Amy Nett's focus in this area emphasized a symbiotic relationship between wealth enhancement to individual beneficiaries as well as business succession planning. Through the collective effort of its Partners, Nett & Nett, PC is able to coordinate the corporate activities, ownership and governance of its business clients with the individual estate and financial planning goals of their management and principal and minority stockholders. Nett & Nett, PC uses its business acumen, problem solving abilities and legal experience to specifically tailor plans to meets the finite client objective. Nett & Nett, PC’s approach to estate planning and business succession includes a thorough audit of a client’s lifetime and testamentary planning needs as well as any pre or non-existent business succession and corporate governing documentation. At its core, Nett & Nett, PC’s philosophy in regards to this comprehensive, goal oriented approach to traditional estate planning and business succession boils down to a single word: “proaction”.
Estate administration was an integral facet of Amy Nett’s law practice. Ms. Nett regularly provided the full range of legal administrative services to Nett & Nett’s individual and business clients; including corporate fiduciaries. Ms. Nett endeavored to work at the speed of business and with the mindset that assets of an estate belong to the beneficiaries and the job of the fiduciary is to comply with all legal requirements and distribute the assets as promptly and proficiently as possible.
In addition to estate administration, Ms. Nett regularly administered trusts for our clients, offering a full range of tax preparation (with CPA participation), asset custody, and accounting services for individuals acting as fiduciaries.
In addition to estate planning and administration, Amy Nett is an accomplished estate liitgator with over two decades of experience in complex estate litigation. Ms. Nett litigated a broad range of complex issues and cases involving trust, will, shareholder agreements or other document construction effecting an estate or beneficiary.