New York Estate Planning Lawyers

Estate Planning Law

450 7th Ave, STE 1908, New York, NY 10123

Clifford A. Meirowitz was chair of the New York County Lawyer?s Association pro bono Elder Law Project and the past chair of the New York County Lawyer's Association Elder Law Committee. Mr. Meirowitz is an adjunct assistant professor at New York University School of Continuing and Professional Studies where he teaches a course in Trusts and Estates and the NYU Wagner School of Lifelong Learning where he teaches an Elder Law class. Mr. Meirowitz is a mentor attorney to the New York Law School Elder Law Clinic. He is a member of the National Academy of Elder Law Attorneys and the New York State Bar Association?s Elder Law Section, where he was a member of the Executive Committee and past vice chair of the subcommittee, Persons Under Disability, and was a past member of the New York City Bar?s Committee on Legal Problems of the Aging. He was named as a 2009 New York Superlawyer. Mr. Meirowitz was appointed in 2004 by the Chief Judge of New York State to serve on the Commission on Fiduciary Appointments. Mr. Meirowitz is a founding member of the New York Presbyterian Hospital's Planned Giving Advisory Council. Mr. Meirowitz testified before the New York City Council Joint Committees on Aging and Health regarding resources available to seniors in New York City. He has chaired and / or presented at various Continuing Legal Education classes for the New York County Lawyers? Association, New York State Bar Association and the City Bar. He has received numerous appointments as court evaluator, guardian and attorney for the alleged incapacitated person in Guardianship proceedings and appointments as Guardian Ad Litem in Surrogate?s Court proceedings.

Estate Planning Law

45 NY-25A a2, Shoreham, NY 11786, USA

Daniel R. Bernard focuses his practice on estate planning, trust and estate administration, estate tax planning, business succession planning, and estate litigation, with an emphasis on estate planning for snowbirds. In fact, Dan literally wrote the book on estate planning for snowbirds, which you can download for free from this site. Dan’s philosophy on estate planning can be described in three words: originality, efficiency, and quality. Originality, in that Dan does not create cookie cutter assembly line style estate plans, where clients are fit into one of two plans the firm has on file. Rather, Dan creates a unique estate plan for each client that fits each client’s unique life. Efficiency, Dan values both his client’s time and money. So, he endeavors with every estate plan to preserve both of these precious resources. Quality, highest quality counsel and representation is the only counsel Dan supplies. Dan has been quoted in The Wall Street Journal, U.S. News and World Report, and Newsday in articles related to estate planning and taxation issues. Dan has been a guest on the “Ask the Attorney” show, the “Dead Celebrity Podcast,”, the “Law You Should Know” radio show and podcast, and The Real Estate Law Podcast to discuss estate planning for snowbirds. Dan holds an advanced law degree, a Master of Laws in Taxation, from New York University School of Law. This allows Dan to better assist clients with advanced estate tax planning. Dan received his Juris Doctor degree from Rutgers School of Law-Newark, where he served as the Senior Managing Editor of the Rutgers Law Record. While in law school, Dan worked as a student attorney in the Rutgers Federal Tax Clinic and interned in the Tax Court of New Jersey and the Morris County Surrogate Court. After completing law school, Dan served a one-year clerkship with the Honorable Barbara C. Stolte in the New Jersey Middlesex County Family Court. Prior to law school. Dan earned a Bachelor of Business Administration degree from Temple University, where he double majored in finance and economics. Dan is admitted to practice law in New York, Florida, and New Jersey.

Estate Planning Law

140 Fell Court, Suite 303, Hauppauge, NY 11788-4360

Gary F. Smith received his Juris Doctor degree from Fordham University School of Law with honors in 1973 and was admitted to the New York State bar in 1974. Since then, he has continuously engaged in the private practice of law on Long Island and in Manhattan. As a corporate attorney in Manhattan, Gary F. Smith was a partner in a midtown law firm. In 1979, he opened his first private law office and has engaged in the private practice of law in Nassau and Suffolk counties since that time.

Estate Planning Law

6304 County Route 17, Savona, NY 34228

Estate Planning Law

192 Main St, Cooperstown, NY 13326, USA

Robert W. Birch began practicing law in Cooperstown in 1986. Bob heads the firm's Real Estate and Bankruptcy practice. Bob graduated from Albany Law School of Union University in 1982. Prior to law school, Bob attended Cornell University's Industrial & Labor Relations School. Bob is admitted to practice in New York State, the Northern District of New York and Florida. He is a member of the New York State Bar Association and the Florida Bar Association; he is the chair of the Otsego County Bar Association and a member of its Real Property Committee. Bob is a former president and active member of the Cooperstown Rotary Club and a Scoutmaster with the Boy Scouts of America Cooperstown Troop 12 and Assistant Scoutmaster for Troop 1254. Bob is also a former Trustee of Friends of Bassett Healthcare. Bob is active in the Christ Church Episcopal Church of Cooperstown, formerly serving as Senior Warden, Vestryman, Chair of the Rector Search Committee, Stewardship Chair and teacher. Bob and his wife have also been Foster Parents for Otsego County and the host family for a number of Rotary exchange students.

Estate Planning Law

440 East 23rd Street, Suite 9F, New York, NY 10010

For S.J. Khalsa, the essence of estate law isn’t found in dry legal texts or lifeless documents. Rather, it is found in the application of estate planning techniques to accomplish some of the most fundamental missions in society—fortifying families, protecting legacies, and ensuring that the dreams parents have for their children are not lost because of poor planning or procrastination. Mr. Khalsa takes the time to get to know you as an individual, to learn about your hopes and preferences; to understand what makes you comfortable and what makes you most proud about your life and family. That’s the foundation. He then combines a superb mastery of the law with the legal experience he has gained since his admission to the Bar in 1974 to create an estate plan that’s not only technically sound, but is animated by your spirit and the values that define you—your work ethic, your devotion to your family, and your generosity. Adding an extra dimension to this expertise, Mr. Khalsa is a recognized authority on the special planning needs of parents of children with special needs. Mr. Khalsa has been in private practice in New York since 1974. Over the years, his areas of practice have included business and commercial matters, the rights of the disabled and those with special needs, nonprofit organizations and education law, in addition to a wide range of estate planning specialties, including: Living Trusts, Asset Protection, Charitable Trusts, Family Limited Partnerships, Business Succession Planning, and trusts for children with special needs. He is a member of the American Academy of Estate Planning Attorneys. He is a past president of the Sikh Lawyers Bar Association and a former member of the Board of Directors of the Asian American Bar Association. Mr. Khalsa has been an arbitrator in the New York City courts and was nominated for the position of Judge of the Civil Court of the City of New York. He is admitted to practice Law in Colorado and New York, the U.S. District Courts in both states and the U.S. Supreme Court. He has served as an aide to the late United States Senator John Sparkman. Mr. Khalsa earned his Juris Doctorate from the Washington College of Law at the American University in Washington, D.C., in 1971. He received his bachelor’s degree in marketing and business administration at the University of Alabama.

Estate Planning Law

1025 Westchester Ave, Suite 403, White Plains, NY 10604

SUSAN HEGQUIST ACCETTA concentrates her practice in the areas of taxation, sophisticated trust and estate planning, estate administration, guardianship and elder law. Ms. Accetta received her B.A. in Economics and Political Science (Magna Cum Laude, Phi Beta Kappa) and a Master of Laws (in Taxation) from New York University and her J.D. from Fordham University School of Law. Ms. Accetta is admitted to practice in New York (1993) and New Jersey (1993) and before the U.S. Tax Court. She has been a lecturer for the New York State Bar Association and other business organizations. Ms. Accetta is a member of the New York State Bar Association (Trusts and Estates Section (Executive Committee) and Elder Law and Special Needs Section). Westchester Countv Bar Association, White Plains Bar Association and the Westchester Women’s Bar Association.

Estate Planning Law

2893 Long Beach Rd, Oceanside, NY 11572-3113

Ms. Panzarella has been a practicing attorney for over 23 years. She obtained her Bachelor of Arts degree from St. John?s University in 1989, with cum laude honors. She then obtained her Juris Doctor from Loyola University School of Law in 1993, with Law Review honors and she also served as the Casenote/Index Editor for the Loyola Law Review. She has been admitted to practice law in the State of New York, Washington D.C. and the State of Louisiana. She began her legal career in 1993 as a trial lawyer for State Farm Mutual Automobile Insurance Company during which time she defended over 1,000 personal injury lawsuits. In 2004 she began her private practice. Since 2004 she has successfully handled hundreds of legal matters for her clients in the areas of Probate & Administration of Estates, Estate Planning, Trust Law, Real Estate ? Residential and Commercial, Personal Injury, Commercial Litigation, Business Formation and Dissolution, Landlord/Tenant, Corporate Law, Contract Law and Legal Name Changes. She has represented clients in the Civil, Supreme and Surrogates Courts of Nassau, Suffolk, Queens, Kings, Manhattan and Staten Island.

Estate Planning Law

6 S Jersey Ave, Setauket- East Setauket, NY 11733, USA

Christine Thea Rubinstein, Esq., specializes in cases involving immigration, along with estate planning, including estate law, probate, estate litigation, Wills, and probate litigation. She also has experience with medical-related law, such as Medicaid asset protection, Medicaid litigation, and special needs planning. She sits on the Senior Citizens Advisory Committee of Suffolk County, due in part to her estate planning and elder law planning experience, which combines financial, real estate, and legal strategies. Rubinstein also handles business planning and succession planning for her clients.

Estate Planning Law

200 Katonah Ave., Katonah, NY 10536

Estate Planning Law

60 East 42nd Street, 3200, New York, NY 10165

Area of Practice: International Estate Planning and Asset Protection Leonardo Heidner is a licensed attorney in Brazil and New York State with over 20 years of combined international legal and private banking experience focusing on high net-worth clientele. In addition to providing consultation services to corporations on a range of global transactions, he has consulted American and International clients on cross-border transactions involving personal and commercial matters. Mr. Heidner has managed extensive non-U.S. and U.S. trust accounts, and served as a Director of the tax and corporate consulting division for an international firm, in addition to practicing tax planning and litigation for an extensive law practice. Heidner has earned a law degree from the Federal University of Rio Grande do Sul and an LL.M degree from Fordham Law School in Corporate, Banking and Finance.