Jordan J. Riccardi

Overview

Jordan (Jordy) Riccardi concentrates his practice on estate planning, probate and trust matters, corporate law, and real estate law.

Jordy assists clients with estate planning designed to address their individual goals, including planning for incapacity, illness, and the transfer of assets to loved ones. His practice includes the preparation of trusts, wills, powers of attorney, health care surrogate designations, living wills, and related estate planning documents. When appropriate, he works with clients' financial advisors, accountants, attorneys, and other professionals to help coordinate estate planning matters.

Since marital agreements cover both family law and estate planning concepts, Jordy also works in combination with family law attorneys to craft and negotiate pre-nuptial and post-nuptial agreements that aims to embody the understanding amongst spouses.

As a complement to estate planning, Jordy represents clients in trust administration and probate matters, both as fiduciaries and beneficiaries. Probate matters often include summary administration, ancillary administration, and traditional “full” estate administration, although in some cases, no court action is required at all. Trust administration, although similar in many ways to probate, is performed without court participation.

Synchronizing business and personal goals, Jordy also practices corporate and business law. Whether achieving the ambitions of his estate planning clients, or assisting entrepreneurs and company officers, he advises in formation, purchase or sale, contractual matters, managing and operating, and winding up business entities that serve to protect his clients’ investments.

Additionally, Jordy practices real estate law and is an agent for Attorneys’ Title Insurance Fund. In real estate matters, he facilitates, oversees, underwrites title insurance, and closes transactions big and small, simple and complex. He also prepares simple deeds for gifts and conveyances amongst closely related parties.

Where a matter falls outside his practice areas, Jordy refers clients to other attorneys or professionals.