ny attorney who specializes in estate planning

by Alisa Fritsch 8 min read

New York County Estate Planning Lawyers

  • Michael Swaaley, Attorney at Law. Staten Island Law Firm of Michael Swaaley, has over 30 years experience practicing...
  • Law Offices of Vlad Portnoy, P.C.. Law Firm specializing in Trusts & Estates, (asset protection; business succession and...
  • Rys Law Offices.
  • McCanliss & Early L.L.P.. McCanliss & Early has emphasized a small firm...
  • Rowland & Petroff.
  • Scheffer Law PLLC.

Full Answer

What makes a good estate planning attorney?

Northport, NY Estate Planning Attorney with 18 years of experience (631) 239-1702 842 Route 25A Northport, NY 11768 Free Consultation Estate Planning, Divorce, Elder and Family St. John's School of Law Show Preview View Website View Lawyer Profile Email Lawyer George E. Patsis 10.0 (1 Peer Review) (631) 225-4601 152 North Wellwood Avenue

What can an estate planning attorney do?

LAW OFFICE OF INNA FERSHTEYN AND ASSOCIATES, P.C. 1517 Voorhies Avenue, Suite 4, New York City, NY 11235 DIRECTIONS. CALL EMAIL. Since 1998. Here’s The Deal: Law Office of Inna Fershteyn & Associates P.C. was established by Inna Fershteyn. For the past 22 years, Inna has spent her time in the business, establishing herself as the expert in estate planning and …

Do I need to hire an estate planning attorney?

516-876-9873. 380 N Broadway Ste 300, Jericho, NY 11753. Mitchell P. Sandler, Attorney at Law, a local Estate Planning firm with years of experience helping clients in the New York, New York area. Contact Us Visit Website View Profile.

What does an estate planning attorney do?

At Holden Legal Group, LLC, our attorneys provide elite counsel and representation to businesses, entrepreneurs, individuals, and families throughout New Jersey, New York City, Westchester and Long Island in a wide variety of matters relating to real estate, business matters and commercial transactions, matrimonial law, and trusts and estates.

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How do I choose an estate planning attorney?

5 Tips for Choosing an Estate Planning AttorneyMake a list of your specific needs. Before you even begin trying to find an Estate Planning attorney, it's important that you understand your needs. ... Ask friends and family. ... Search locally. ... Take time to interview your prospects. ... Use online Estate Planning services instead.

What are the types of estate planning?

Forms of Estate PlanningWills and Codicils. The Last Will and Testament is a legal document that expresses how the properties of a testator (the party making the will) should be distributed and administered after the death of the testator. ... Trusts. ... Deed of Gift. ... Power of Attorney.

Is estate planning part of probate?

An Estate Plan Begins with a Will or Living Trust A will provides your instructions, but it does not avoid probate.

What is estate planning and guardianship?

Guardianship estate planning statutes allow the court-appointed guardians of the estates of disabled adults to establish estate plans for their wards on petition to the court. Thirty-two states now have statutory provisions that allow estate planning of some sort undertaken by a guardian on behalf of a disabled person.

What are the four must have documents?

This online program includes the tools to build your four "must-have" documents:Will.Revocable Trust.Financial Power of Attorney.Durable Power of Attorney for Healthcare.

Does AARP have estate planning?

Our FREE Personal Estate Planning Kit is a tool for organizing your estate — saving you time, protecting your assets, and helping you establish your legacy.

What are the main steps in estate planning?

The Estate Planning Process: 6 Steps to TakeCREATE AN INVENTORY OF WHAT YOU OWN AND WHAT YOU OWE. ... DEVELOP A CONTINGENCY PLAN. ... PROVIDE FOR CHILDREN AND DEPENDENTS. ... PROTECT YOUR ASSETS. ... DOCUMENT YOUR WISHES. ... APPOINT FIDUCIARIES.

How much does an estate have to be worth to go to probate?

Every state has laws that spell out how much an estate would need to be worth to require the full probate process—anywhere from $10,000 to $275,000.

What should you not put in a living trust?

Assets That Can And Cannot Go Into Revocable TrustsReal estate. ... Financial accounts. ... Retirement accounts. ... Medical savings accounts. ... Life insurance. ... Questionable assets.

What three things should a will accomplish?

A will is the foundation of a strong estate plan and it must include any requirements set by state law.You should include your estate assets, choose your beneficiaries, and nominate a personal representative.Your will does not need to include certain assets that pass outside of probate.More items...•

What are the benefits of estate planning?

10 Benefits of Estate Planning#1 – Provide For Your Family. ... #2 – Keep Your Children Out Of Child Protective Services. ... #3 – Minimize Your Expenses. ... #4 – Get Property To Loved Ones Quickly. ... #5 – Save Your Family From The Difficult Decisions. ... #6 – Reduce Taxes. ... #7 – Make Retirement Easier. ... #8 – Plan For Incapacity.More items...•

What are the four major components of a will?

Table of ContentsTestator Information and Execution.The Executor and Their Powers.Guardianship of Dependents.Disposition of Assets.

What are the four important estate planning factors?

The Estate Planning Must-HavesWill/trust.Durable power of attorney.Beneficiary designations.Letter of intent.Healthcare power of attorney.Guardianship designations.

What are the basics of estate planning?

Seven steps to basic estate planningInventory your stuff. You may think you don't have enough to justify estate planning. ... Account for your family's needs. ... Establish your directives. ... Review your beneficiaries. ... Note your state's estate tax laws. ... Weigh the value of professional help. ... Plan to reassess.

What are the main steps in estate planning?

The Estate Planning Process: 6 Steps to TakeCREATE AN INVENTORY OF WHAT YOU OWN AND WHAT YOU OWE. ... DEVELOP A CONTINGENCY PLAN. ... PROVIDE FOR CHILDREN AND DEPENDENTS. ... PROTECT YOUR ASSETS. ... DOCUMENT YOUR WISHES. ... APPOINT FIDUCIARIES.

What is the estate planning process?

Estate planning involves determining how an individual's assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual's properties and financial obligations in the event that they become incapacitated.

Morgan Legal Group P.C

Estate Planning Law Firm Serving Clients in Wills, Trusts, Probate, Estate Litigation, Power of Attorney, Elder Law & Guardianship in NYC, Manhattan, Brooklyn, Queens, Bronx, ... Read More Staten Island and Long Island. 2019 Super Lawyer Rising Star.

Law Offices of Vlad Portnoy, P.C

At the Law Offices of Vlad Portnoy, P.C., we provide personalized solutions tailored to each client’s unique circumstances. We listen and care.

Gallet Dreyer & Berkey, LLP

We offer highly sophisticated, personalized advice regarding estate planning, business succession and related matters.

Venturini & Associates

Commercial & Corporate Litigation, Estates, Taxation, Trusts & Estates.

Maurice Kassimir & Associates, P.C

Providing efficient comprehensive legal services to ensure the accumulation and transfer of wealth.

McCanliss & Early L.L.P

Estate Planning Lawyers at Wall Street Plaza, 88 Pine Street, New York, NY 10005

McLaughlin & Stern, LLP

A Law Firm practicing Estate Planning law. McLaughlin & Stern, LLP, established in 1898, is one of New York's most distinguished law firms. The firm provides a diverse range of ... Read More sophisticated legal services to businesses and individuals

What is the background of a lawyer?

Broad legal background with more than 15 years experience in commercial litigation, corporate transactions, real estate law, and estate litigation. Experience providing counsel to private corporations in a small firm environment has contributed to a broad based legal knowledge. A history of successful trial and mediation experience. An outstanding ability to effectively manage costs in litigated matters. Ability to anticipate legal issues and corporate exposure to adequately protect clients.

Who is Monica Balyasny?

Monica Balyasny is a licensed attorney in the States of Florida and New York. She is fluent in both English and Russian.

What is Regina's legal practice?

Regina advises clients in the areas of Probate, Estate & Trust Administration, Estate Planning, Contested and Uncontested Guardianship matters, Will Contests, Contested Accounting, and Special Needs Planning.

Where did Jeffrey Tyrpak go to law school?

Jeffrey Tyrpak, an Amherst native, attended Fordham University and obtained his BA in International Political Economy in 2010. In 2013, he earned his JD at UB Law School with a concentration in Finance Transactions.

Who is David Badanes?

David Badanes Esq. - Distinguished Long Island divorce lawyer and family law attorney serving Nassau and Suffolk counties. Concentrating in divorce, contested divorce, uncontested divorce, divorce mediation, matrimonial & family law and criminal defense. The Badanes Law Office is committed to providing optimal representation, while exceeding his clients’ expectations. He represents clients in Suffolk County, Nassau County and the New York City area with offices in Northport, Suffolk County and Uniondale, Nassau County.

Who is Jessica Peraza?

Jessica Peraza is an associate attorney working with the firm’s estate and elder law department. She focuses her practice on Estate Planning and Administration, Medicaid and Long-term Care Planning, and Wealth Management. As a law student, she interned for the Hon. Barbara Howe in Erie County Surrogate’s Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations.

Who is Nancy Burner?

Nancy Burner‚ Esq. is the founder of Burner Law Group‚ P.C. established in 1995. Nancy holds the designation of a Certified Elder Law Attorney (CELA), awarded by the National Elder Law Foundation as accredited by the American Bar Association. Since 2014‚ Nancy has been selected by her peers to be included in Best Lawyers in America for Elder Law. Most recently in 2020‚ she was named as the Long Island Elder Law Attorney of the year by this same publication. Inclusion in Best Lawyers is based on a rigorous peer-review survey comprising more than 8.2 million confidential evaluations by top...

Who is Gabriel Katzner?

Here’s The Deal:#N#Katzner Law Group, P.C. is one of the leading law firms in New York, NY. Gabriel Katzner is the founding partner of Katzner Law Group, P.C. He completed his Juris Doctorate with honors at Fordham University School of Law. He has more than 17 years of experience in his legal career. His mission is to deliver inventive and effective solutions and counsel to his clients. Gabriel is currently licensed to practice in New York and California. He brings a reputation for working hard, with passion and compassion, for individuals and families who need assistance with their estate planning. Gabriel treats his clients like family, not just another legal matter, and your concerns when it comes to your estate planning likely mirror his. Katzner Law Group's estate planning practice specializes in helping families enhance their lives today and secure their futures for tomorrow.

What is Morgan Legal Group?

Here’s The Deal:#N#Morgan Legal Group, P.C. is a well-known law firm located in New York, NY. Their team of trained professionals can handle complex legal matters and take pride in providing qualitative personalized service. Morgan Legal Group, P.C. is confident in offering its clients the best of its expertise and works tirelessly to deliver outstanding results along with building a long-term relationship with its clients and their families. They aim to provide exemplary legal service to their clients by dedicating their time, experience, and in-depth knowledge to ensure the most satisfactory results. Russel Morgan is the principal of The Morgan Legal Group. He prides himself on his passion and advice to families, Chief Executive Officers of major corporations, high net worth individuals, multinational corporations, closely-held business owners, and all types of entrepreneurs & charitable organizations. Call them today and receive a free consultation.

What is estate planning lawyer?

Estate planning lawyers help people write instructions for the future handling of their property, finances, healthcare, and the future support and care of their loved ones.

What is a detailed profile of a law firm?

Detailed law firm profiles have information like the firm's area of law, office location, office hours, and payment options. Attorney profiles include the biography, education and training, and client recommendations of an attorney to help you decide who to hire.

Is it a good idea to research your lawyer before hiring?

It is always a good idea to research your lawyer prior to hiring. Every state has a disciplinary organization that monitors attorneys, their licenses, and consumer complaints. By researching lawyer discipline you can:

What kind of lawyer does wills?

The kind of lawyer who does wills practices what’s known as an estate planning attorney or probate attorney. While many general family law practitioners may (12) …

What is an elder law attorney?

An attorney specializing in elder law helps older people and their families or caregivers with legal issues, estate planning and long term care planning. (21) …

What is Pollock law?

The Pollock Firm LLC is a law firm focused on Estate Planning and Probate matters. Our attorneys handle Wills Trusts and Estates in FL, NJ, NY & PA. (26) …

What can a probate attorney do?

A wills and probate attorney can help you understand your estate planning options and draft a last will and testament. If you’re the executor in someone (6) …

Do lawyers charge flat fees for wills?

It’s very common for a lawyer to charge a flat fee to write a will and other basic estate planning documents. The low end for a simple lawyer-drafted will is (8) …

What is estate planning in New York?

Estate Tax Planning. New York and federal estate taxes can take a significant portion of your assets away from the people you leave behind. The right estate plan can avoid unnecessary estate taxes and protect your assets.

Do same sex couples get the same treatment in New York?

Same-Sex partners do not receive the same legal treatment in New York as married couples. Therefore, planning is even more vital. A Last Will & Testament can help you control to whom your assets are distributed upon your passing. Also, A Durable Power of Attorney and Health Care Proxy will ensure that your partner has the legal authority to manage your affairs and make health care decisions for you if you cannot make them for yourself.

Is probate expensive?

The probate process is expensive and estates can be difficult to administer. Planning ahead can save your loved ones the burden of a lengthy probate process.

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