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29 Mar, 2024 by George ajami
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23 Dec, 2022 by Lucille demartini
Harold helped us with our will and was able to answer all our questions. His staff is great.They are helpful and friendly.
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30 Aug, 2021 by Jessica d'amico
Christopher handled the sale of our townhome. He made the experience so easy and pleasant. One of the most stressful things you will do, and he answered all our questions before we even paid him a retainer. We will recommend him to all of our friends and family. If we still lived in Staten Island, we would use him for all of our estate needs. Best call we made.
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01 Sep, 2024 by Naomi johnson
If you are looking for an attorney who will be prepared, move with compassion and efficiency then I highly recommend her services. Choose an attorney who cares and has a proven track record. Choose her!
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20 Aug, 2024 by Saba kahsay
Stephanie is the type of lawyer you would want on your side whenever you are facing an unfair justice, She took me under her wings during a time of need and cared enough to further research better terms for my stipulation agreement working strategically with the the opposing attorney to finish the matter outside of court, saving me time, money and unnecessary energy. You won't find a lawyer who is human and cares the way this firm does, I highly recommend it.
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23 Jul, 2024 by Candy johnson
I had a criminal law matter and needed some assistance as I've never dealt with a situation like this before. I reached out to SL Nelson Law Firm to assist me with the matter. Stephanie didn't hesitate to assist. She is extremely patient, knowledgeable and compassionate. She assured me that everything would work out. She kept in touch with me every step of the way. I never felt like I was in the dark, she answered all of my calls and responded to all emails in a timely fashion. She was sure to always answer any and all questions I had. The outcome worked in my favor and I'm extremely pleased with the service provided. 10/10. I would highly recommend Stephanie to advocate for you! I truly value her services! Forever grateful ! Thank you Stephanie !!
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01 Sep, 2024 by Naomi johnson
If you are looking for an attorney who will be prepared, move with compassion and efficiency then I highly recommend her services. Choose an attorney who cares and has a proven track record. Choose her!
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20 Aug, 2024 by Saba kahsay
Stephanie is the type of lawyer you would want on your side whenever you are facing an unfair justice, She took me under her wings during a time of need and cared enough to further research better terms for my stipulation agreement working strategically with the the opposing attorney to finish the matter outside of court, saving me time, money and unnecessary energy. You won't find a lawyer who is human and cares the way this firm does, I highly recommend it.
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23 Jul, 2024 by Candy johnson
I had a criminal law matter and needed some assistance as I've never dealt with a situation like this before. I reached out to SL Nelson Law Firm to assist me with the matter. Stephanie didn't hesitate to assist. She is extremely patient, knowledgeable and compassionate. She assured me that everything would work out. She kept in touch with me every step of the way. I never felt like I was in the dark, she answered all of my calls and responded to all emails in a timely fashion. She was sure to always answer any and all questions I had. The outcome worked in my favor and I'm extremely pleased with the service provided. 10/10. I would highly recommend Stephanie to advocate for you! I truly value her services! Forever grateful ! Thank you Stephanie !!
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05 Jan, 2021 by Joann malcolm
Sarah her team of professionals is great. They made those difficult decisions easy for my family while setting up our trust, living will, and power of attorney. I've recommended Sarah to several friends and family. Their professionalism is top-notch and making signing papers very convenient. Thank you for all your assistance in our family's estate planning.
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18 Dec, 2020 by Tonya hepburn
We had a family trust, wills, and other work is done. Sarah Moskowitz was easy to work with and thorough. We went with her and we are glad that we did. We have recommended her to friends.
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30 Oct, 2020 by Megan fernando
They set up our trust exactly how it needed to be and offered suggestions concerning things we had not even considered. Again, I recommend Moskowitz Legal Group totally and without reservation.
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01 Sep, 2024 by Naomi johnson
If you are looking for an attorney who will be prepared, move with compassion and efficiency then I highly recommend her services. Choose an attorney who cares and has a proven track record. Choose her!
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20 Aug, 2024 by Saba kahsay
Stephanie is the type of lawyer you would want on your side whenever you are facing an unfair justice, She took me under her wings during a time of need and cared enough to further research better terms for my stipulation agreement working strategically with the the opposing attorney to finish the matter outside of court, saving me time, money and unnecessary energy. You won't find a lawyer who is human and cares the way this firm does, I highly recommend it.
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23 Jul, 2024 by Candy johnson
I had a criminal law matter and needed some assistance as I've never dealt with a situation like this before. I reached out to SL Nelson Law Firm to assist me with the matter. Stephanie didn't hesitate to assist. She is extremely patient, knowledgeable and compassionate. She assured me that everything would work out. She kept in touch with me every step of the way. I never felt like I was in the dark, she answered all of my calls and responded to all emails in a timely fashion. She was sure to always answer any and all questions I had. The outcome worked in my favor and I'm extremely pleased with the service provided. 10/10. I would highly recommend Stephanie to advocate for you! I truly value her services! Forever grateful ! Thank you Stephanie !!
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12 Aug, 2024 by Charles
After the death of my cousin, we hired Scott Kaufman to help us settle the estate. At the time we had no idea how specialized and intricate Surrogate’s Court proceedings could be. On my way into the courthouse to testify at the kinship trial, I distinctly remember thinking, "I wouldn't want to walk into the courthouse without expert representation."  I'm glad we were in Scott’s capable hands.
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05 Aug, 2024 by Anonymous
Scott and his office staff achieved an excellent result on a tedious 3 1/2 year engagement, which included a genealogy study and ultimately a kinship trial. Both the paternal and maternal relatives were very appreciative of the amount of time and effort that was necessary to conclude this matter. Although not a central point to the representation or the result achieved, the office could have been more forthright and frequent with their updates and case progress, particularly when asked directly about the status of the case.
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09 Apr, 2024 by Brian
Briefed me on what was happening and always got back to me with answers. Friendly face when I arrived in NY. Thanks
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08 Jul, 2024 by Rane p
Finklestein & partners is amazing! 10/10 would recommend to any and all friends
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08 Jul, 2024 by Nicholas derosa
I had a very pleasant experience with Elyssa Fried. I appreciated her advice. She’s definitely an asset to your company and I would highly recommend her.
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08 Jul, 2024 by Alexa carrascal
Staff was so helpful and informative! Would definitely recommend to a friend 👏🏽👏🏽👏🏽
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08 Jul, 2024 by Rane p
Finklestein & partners is amazing! 10/10 would recommend to any and all friends
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08 Jul, 2024 by Nicholas derosa
I had a very pleasant experience with Elyssa Fried. I appreciated her advice. She’s definitely an asset to your company and I would highly recommend her.
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08 Jul, 2024 by Alexa carrascal
Staff was so helpful and informative! Would definitely recommend to a friend 👏🏽👏🏽👏🏽
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08 Jul, 2024 by Rane p
Finklestein & partners is amazing! 10/10 would recommend to any and all friends
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08 Jul, 2024 by Nicholas derosa
I had a very pleasant experience with Elyssa Fried. I appreciated her advice. She’s definitely an asset to your company and I would highly recommend her.
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08 Jul, 2024 by Alexa carrascal
Staff was so helpful and informative! Would definitely recommend to a friend 👏🏽👏🏽👏🏽
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24 Jan, 2024 by Shannon galindez
Look no further, 100% turn to Finkelstein & Partners!
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24 Jan, 2024 by Aiyana-mei tom
Will definitely be use their services in the future!
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24 Jan, 2024 by Dawnna dreas
Professional and knowledgeable! Happy to utilize their services in the future!
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10 Mar, 2021 by Peter
Ms. Toga helped me and my partner put together an estate plan. She was articulate, graceful, insightful and "smartful." I can't speak highly enough for her help, I would also add helpful to the list in the prior sentence.
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07 Jul, 2019 by Andrew
Linda is beyond professional and to the point. My hope for any legal transaction is that it is quick and smooth; and this is what you get with her help. Her attention to detail is phenomenal. I have dealt with many attorney's and very rarely do you come across someone who has your true interest at heart. I wish I had met her earlier. Thank you, Linda!! I will be sure to use you for future business.
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11 Apr, 2019 by Anonymous
I had the pleasure of retaining Linda for a house closing. The sale turned out to be more complicated than anyone expected, with outstanding liens and botched foreclosure proceedings. But Linda was always on top of things and gave sound and valuable advice through out the entire process.
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21 Sep, 2024 by Stephen s
Rebecca and the folks at her office made everything so easy and stress free! Cannot recommend enough!
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11 Mar, 2024 by Yogicat1958
This Lawyer I would use over and over again she was very helpful in the both cases I used her in,she was very Trustworthy.And to talk to her you feel like she cares and treats you like she knows you for years.Even though family court in ulster county is far from helping fathers she at least tells you the facts right up front.
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19 Mar, 2018 by Anonymous
As a parent it is very difficult to watch as your child struggles in life but to watch the effects it is having on your grandchild is devastating . Rebecca took on my very difficult custody case. As a grandparent we have no legal say in our grandchild's life. Throughout the whole legal process Rebecca stayed focused on our fight to not uproot my grandchild but to keep him in the only environment he has known.Rebecca is compassionate , hard working , straight to the point of what needs to be done, and very fair with her services. After entering into this legal nightmare I was very thankful to have Rebecca representing me. I can never thank her enough for all that she has done for us.
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13 Dec, 2019 by Bob
I purchased a home in Westchester and was happy with the services provided by Frank. I anticipate utilizing his services for a NJ condo purchase as well.
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23 Sep, 2019 by Dionne
Frank was so helpful in explaining to all our family members the various options my parents had in preserving the equity value of their home from Medicaid and passing it on with the beneficial stepped up tax basis for us who will someday inherit the home. My parents opted for an irrevocable family trust which Frank established for us at a significant discount in fees from other attorneys we consulted with. Thank you for your patience and help Frank.
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09 May, 2019 by Maria
A friend recommended Frank to my husband and me for an IRS tax audit that was not going well and was previously being handled by our accountant. Frank was able to reduce our liability to 1/3 of the assessment and was successful in obtaining a waiver of the penalties. He reorganized our business and advised of the proper tax reporting going forward to avoid further audits and penalties. We subsequently retain him for a real estate purchase closing that was smooth sailing.
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29 Nov, 2023 by Anonymous
A week ago Friday I received a very difficult call from a cousin living in New York who informed me she had short time to live and had not had an opportunity to get her affairs in order. Her wish was to spend her remaining time in Korea and time was of the essence. The Friday before Thanksgiving weekend (the day after week connected) Cori went to her hospital bed and started the process of getting our POA and last will and testament in order. Less than a week later my cousin is boarding a plane accompanied by a doctor from travel doctors with her affairs in order for whatever may come. Cori represented a incredibly important piece of this formula and I couldn't be more grateful. Thank you so so much Cori for your compassionate and swift advocacy. Best regards, Tom Kang
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26 Jan, 2022 by Anonymous
Cori is a complete gem. She's so easy-going and selfless. Even though she was on vacation she still took time to consult with me. I had a difficult case and she handled it effortlessly. I highly recommend her.
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04 Jun, 2020 by Jessica
Working with Cori was a great experience for us! She made the process very easy and quick! She answered all our questions we had and was very patient with us. I highly recommend her to anyone seeking these services!
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13 Apr, 2021 by Anonymous
Dan was outstanding in terms of explaining the closing procedure, breakdown of financial cost to the seller, working through the CO-OP and broker. I would recommend him on any real estate transaction.
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16 Jun, 2020 by Eric
Dan was the 2nd best part of buying my first home (a close 2nd to owning my first home). Dan came recommended by my friend who had just purchased her first home and he did not disappoint. He was informative, patient, and always made himself readily available whenever I had questions. Dan was on top of everything throughout the process and made it easier for me especially while purchasing a home during a pandemic. I cannot say enough about how great it was to work with Dan. I will definitely be recommending him to all my friends!
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30 Jan, 2020 by Carla
Daniel M. Shlufman, Esq. is an exceptional professional in the real-estate law arena. Daniel was recommenced to my husband and me—first-time property sellers. We had a real estate attorney already in mind when Daniel came highly recommended. We are utterly glad we decided to work with Daniel instead. He remained ahead and atop of every single moving part, throughout the entire selling process, involving selling a NYC property—not an easy task! He is attentive to details, excruciatingly prompt (a most-important skill!). Daniel is an overall talented and knowledgeable real estate attorney. We were well-represented. We were in superb hands; we definitely, without a doubt, recommend Daniel M. Shlufman, Esq., as your representative for your upcoming real estate needs.
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15 Feb, 2017 by Sibert
Kevin Gagliano was my real estate attorney hired as a replacement in a crucial time. He was able to review my contract and arrange for signature within the same week avoiding a contract cancellation. Kevin was always responsive and thorough with all aspects of the negotiation between myself and the banker's attorney. I am glad Kevin was recommended to me by my realtor agent. I recommend Kevin Gagliano for realty legal services for anyone purchasing property.
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08 Feb, 2017 by Robert
The Gagliano Law Firm guided me through my first home purchase flawlessly. I was impressed by the speed and efficiency of Mr. Gagliano. He was always available to answer my questions and he helped me close my transaction seamlessly and stress-free.
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06 Jan, 2017 by Brandon
I used Mr. Gagliano for a home sale and purchase. He was easy to get a hold of, speaks in a way everyone can understand and was amazing at the closing. I would certainly use him again and recommend him to all my friends. Outstanding service!
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04 Apr, 2024 by Daniel pino
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01 Mar, 2024 by Darlene bonsignore
Would recommend for estate planning. Accessable, good lawyers, always knowledgeable
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23 Dec, 2022 by Jonathan harris
My experience was extremely positive. Giovanni and his team helped me to handle all of my mother’s affairs. He advised me when she was still alive from dealing with the LTC Facility to all the steps that needed to be done in preparation for our death, to now getting all the necessary paperwork in order. Giovanni and his team have gone above and beyond my expectations and helped me through a very difficult time. I know my mother would have been happy and pleased. I would highly recommend Silvagni & Como.
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10 Sep, 2024 by Jordana kozupsky bel
Professional, reliable, communicative, helpful, and honest. Wouldn't hesitate to recommend.
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08 Jul, 2024 by David lawrence
Annabelle has been exceptional counsel, both in her judgment and communication. Her work has been very meaningful to myself and my family and I would recommend her highly to others.
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05 May, 2024 by Katrina knisely
From my first consultation with Annabelle in 2020 to receiving my German citizenship almost four years later, I had an excellent experience working with her. While I had low hopes initially of regaining citizenship by descent, Annabelle's knowledge and thorough questions helped establish a clear path. She guided me through every step of my application including obtaining century-old family documents, and set appropriate expectations given covid-related delays. She was always responsive and professional, and made the long process very smooth. I am extremely grateful to her for making a lifelong dream come true.
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25 Nov, 2023 by Crystal
This law firm is very organized. Took care of my family court case and I was very happy with his approach and the outcome. I would definitely use this law firm again.
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25 Aug, 2019 by John
Todd Bennett was a calm and steady voice during an emotionally charged, one year long family court case. Down to earth and blessed with common sense, Todd can communicate effectively with his client, other attorneys, and judges, and summarize mountains of evidence, helping him secure a positive outcome.
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13 Aug, 2019 by Anonymous
Very helpful and knowledgeable with my Estate Planning concerns. I will have him revise and update my pour over will and trust. I discovered there are many fraudulent DIY software out there for creating wills and I simply decided to pay a little extra and get a professionals opinion. After plenty of research I found out how many intricacies exist in creating your estate plan so I decided to play it safe and after talking with Todd, I feel much more confident of hiring an attorney and getting it done right. Now I have piece of mind that I am avoiding common mistakes in my legal documents.
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24 Jul, 2024 by Andrey v
Mr Brill is highly professional, empathetic, fast resolving case attorney that meets your needs . I was very satisfied with his service in a time when I most needed it he was comforting, assuring and eased my concerns on the process of my legal battles. He's very informative and kept me up to date on the progress I highly recommend and trust his expertise. Even after years of having used his services he was willing to help me out recently on obtaining some court documents I needed since I'm now out of state he agreed without hesitation when I go back to visit New York I'll be stopping by to thank him personally.
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16 Dec, 2023 by Samir hasan
Peter and David are amazing lawyers and can’t recommend them enough! Very respectful and trustworthy
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27 Mar, 2023 by Jeff s
I retained Peter to handle a SORA reduction. I’m pleased to say that David was the attorney for my case. David did an amazing job in court and had my level reduced from a 3 to 1. Very professional though the entire time. Kudos to the Brill Group.
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18 May, 2024 by Helal garadi
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12 Mar, 2024 by David egan, cpa, cgma
James is a great attorney to work with and talk to. He is down to earth and very knowledgeable. Highly recommend!
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30 Mar, 2023 by T c
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18 Apr, 2022 by Lauren
I worked with Mr. Buitrago on a personal injury case after a car accident, and had an excellent experience. He and his associate were professional and very easy to communicate with. He made the whole process very smooth, and then achieved an outcome that was beyond my expectations and that I was highly satisfied with. I would wholeheartedly recommend him!!!
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03 Sep, 2020 by Stephanie
Reliable. Marcelo was with me every step of the way during a difficult time. Anytime you needed him, he was always there ready to respond and guide. Marcelo was reliable, dependable, and trustworthy. He always made sure to remain objective, never trying to lead with any false promises but instead striving for only the best. I am so grateful to have had him on my team and because of that we were quite successful in the end. I can't thank Marcelo and his office enough for the outstanding work he provided during my case.
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06 Oct, 2015 by Ruben
Marcelo was an excellent attorney and he was very involved in every aspect of my case. He took his time to respond to all my questions I had along the way. He was never too busy to take a call. He fought very hard to get the best settlement possible for me and I appreciate everything he did. I would recommend him to anyone looking for a personal injury attorney.
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08 Nov, 2023 by Svetlana and leonid
Mr. Steven Guerra is an amazing lawyer. He is very knowledgeable, professional , always gives appropriate advice, and explains in great detail all the questions we have, without us feeling like we are rushed !! ( This was important to us because English is not our first language). Mr.Guerra also works with your time frame and responds promptly to any emails and/or phone calls. He takes care of all the guessing and our concerns and uncertainties, which made it easy and a positive experience to work with Mr.Guerra ! Thank you Mr.Guerra for all of your time and your help !!! We could not have done anything without you!
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08 Jun, 2023 by Jeffrey
Steven is by far the most competent, caring and efficient attorney I've met in a long time. I highly recommend Steven for any and all legal issues within his knowledge base.
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03 May, 2022 by Sam
Mr. Steven Guerra is such a brilliant lawyer. I am so grateful for his passion, dedication, and professionalism. Mr. Guerra took his time explaining every item we discussed. Thank you, Steven!
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29 Aug, 2023 by Sean
Bankruptcy is a scary and depressing situation. Mr. Kanzer and his associate Gernaldi walk you right through it. They have been doing this a long time. They help you out all the way through. They always get back to yo promptly.
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29 Aug, 2023 by Anonymous
Excellent service, Mr Kanzer and Mr Gennady delivered the service that they promised.
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07 Mar, 2023 by Orest zapototsky
Was very peaticular on each creditor, always answers my calls,no extra charge for not planning visit. Very low cost compared with previous time. Even with my high income made it go through. Excellent job in reasonable cost .
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21 Sep, 2018 by Shelley
Meg is a knowledgeable, compassionate lawyer. She created an irrevocable trust to protect my mother’s assets in case Mom needs Medicaid. The process has been unexpectedly complicated. I am impressed with Meg’s knowledge of elderlaw, income tax, real estate taxes, etc. Meg patiently explained the options to me, and she tactfully explained the trust to my mother, who is having memory problems. Meg kept my mother’s preferences in mind when she created the trust. I highly recommend Meg as an honest, reliable, intelligent lawyer.
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25 Mar, 2017 by Eugene
I am an attorney in New York City and my family and I needed a Long Island-based attorney to handle my grandmother and grandfather's estate planning. Based on her stellar reviews, we hired Meg and we were so glad that we did. Meg is an accomplished elder law and estate planning attorney, and I was impressed with her command of her practice area. Equally notable was the patience and thoughtfulness that she demonstrated in explaining each issue and concept to my grandparents. Meg is a wonderful attorney and a true pleasure to work with. I would not hesitate to recommend her services.
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10 Apr, 2016 by Renne
Meg Rudansky is without doubt the best attorney I have ever worked with. She has handled my families estate and estate planing with great wisdom and great heart. Meg compassion in taking care of my elderly father's care and finances are beyond words. I would and I have recommend Meg to so many people who are facing such a hard road of becoming the caretaker to their parents. I am forever grateful.
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26 Jan, 2023 by Nora ch
Nikon and Steven were great in helping my husband and I with our closing. Very knowledgeable. Young and tech savvy (as opposed to some other lawyers we’ve worked with who sent us hand written edits to our contracts…) Very prompt at replying. Highly recommend.
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10 Jan, 2023 by Georgia
As a real estate client, this firm helped us draft up legal documents in no time at all. They got back to us quickly and made it a seamless operation, especially as we were facing time constraints. I highly recommend and will work with this law office again. Thanks, Nikon and Team. You couldn't have chosen a better partner than Steven Simicich! Good luck Guys! I'll def. be back soon.
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14 Feb, 2021 by J park
Professional and friendly. Nikon is passionate about what he does and is very communicative with his clients. Would like to work with him again.
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08 Jul, 2024 by Bj ringuette
9 months ago, I reached out to Joseph at J.S. Fritzon Law to see if he would be able to help me litigate a case between an abusive employer and myself. He told me in the beginning it would not be a very big case however he would be happy to take the case based on the information that I provided. Over the next 9 months he was attentive to the case he was responsive to me and he treated me like a human being. In the end he got a decent settlement for me. I would highly recommend using this person. He is a patient attorney and very effective. My former employer was hedge fund billionaires. They had no intention of treating me like a human being. Joseph made them
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08 Jul, 2024 by Jahmeylia glasgow
The best lawyer by far .. I highly recommend his Services you won’t be disappointed
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08 Jul, 2024 by Leonard clefmont
Mr. Fritzson knows the law better than any person I have ever met. But it was his preparedness that truly won me over. He filed three motions before I even knew and I was back in the arms of my family. He called my mother 2x a day. He worked tirelessly on my behalf. And when all was said and done, he helped me win my appeal case and go home. I am choked up just thinking about how much he saved my family. My mom now carries his picture with her in her purse and she invited him to Thanksgiving.
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21 Aug, 2023 by Christopher allen custom clothiers
I wouldn't trust anyone besides Kris for my will and estate planning. He is super knowledgeable and a great guy to work with. The entire office makes you feel like family!
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18 Jun, 2023 by Marco castano
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17 Apr, 2023 by The d'orazios
Very knowledgeble attorney. Organized office.
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15 Nov, 2022 by Allison
Stephen was an excellent resource and guide as I moved through my trademark process. He helped me understand the ins and outs of trademarking and still kept it simple for me. Thanks!
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02 Nov, 2022 by Carlos
Stephen is an excellent resource for us and his reasoned approach has helped us avoid litigation. He works with opposing attorneys very well, understands our position and fights for us to receive what we're owed or damaged. As a creative agency, it's extremely helpful for us to have an attorney that specialises in Intellectual Property, because most of our work involves IP transfers. His knowledge of the industry is a perfect match for our business. Stephen's manner is very friendly, he is extremely communicative and goes above and beyond for us every time, and his rates are fair compared to other attorneys we've worked with. We love having him in our corner and look forward to working with him again.
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13 Oct, 2022 by Marla
Stephen was a pleasure to work with on my trademarking, start to finish. He is extremely responsive, knowledgeable and thorough!
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12 Jan, 2023 by Nicholas
Katz Law Firm is the best! Mr. Katz handled my case very well! He stood by me, kept me informed and got the job done! I wholeheartedly recommend!
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13 Dec, 2021 by Eli
I've been a client with the Katz Law Firm for almost 6 years, on 3 unrelated matters, and all of the fees have been reasonable, with my consent and all services were timely, high quality and with no extra or hidden fees. I referred friends and family who also are happy with this firm. If anyone posts anything negative about the quality service, client care or fees, they are making it up and are probably competition or someone who was trying to do something shadey and the firm didn't want to help them since they don't take on cases if a person is up to no good. I heard them once turn down a large case because of this and was impressed. Thank you Katz Law Firm, and I hope more people leave you the good reviews you deserve!
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28 May, 2021 by Jacob
Adam is an exemplary attorney, someone who anticipated all my needs and had all the answers. I always felt comfortable talking to him. His kindness, sensitivity, and expertise made this process a pleasant experience. Highly recommended.
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What an Estate Planning Lawyer Can Do for You

An estate planning lawyer helps individuals plan for the management and distribution of their assets after death or during incapacitation. Their services involve drafting important legal documents, such as wills, trusts, powers of attorney, and healthcare directives. Estate planning attorneys work to ensure that your assets are transferred according to your wishes, minimize tax liabilities, and avoid probate court. They also help clients plan for potential long-term care needs and protect their estate from being diminished by healthcare costs.

By working with an estate planning lawyer, you can have peace of mind knowing that your loved ones will be cared for and that your estate will be managed efficiently and according to your desires.

When Should I Hire an Estate Planning Lawyer?

Hiring an estate planning lawyer is beneficial in many situations, especially when you want to ensure that your assets are handled properly after death. Common reasons to hire an estate planning lawyer include:

  • Drafting a will: If you want to clearly define how your assets will be distributed after death, an attorney can draft a legally sound will.
  • Creating a trust: For those looking to avoid probate or provide for loved ones over time, setting up a trust can help manage the distribution of assets.
  • Planning for incapacity: An estate lawyer can help draft powers of attorney and healthcare directives so that your financial and medical decisions are made by someone you trust if you become incapacitated.
  • Minimizing estate taxes: If your estate is large, a lawyer can help create strategies to reduce or eliminate federal and state estate taxes.
  • Special circumstances: If you have minor children, blended families, or complex assets like businesses, an estate planning lawyer can create tailored solutions.
  • Guardianship or conservatorship: If you want to designate guardians for minor children or ensure proper care for incapacitated adults, an attorney can help.

Hiring an estate planning lawyer is especially important if your estate is complex or if you want to ensure that your wishes are properly followed.

What Does an Estate Planning Lawyer Do?

An estate planning lawyer provides a range of services designed to help you organize your affairs and ensure your estate is managed according to your wishes. They can:

  • Draft wills and trusts: Creating legally binding documents that dictate how your assets will be distributed and managed.
  • Create powers of attorney and healthcare directives: Appointing someone to make financial or medical decisions for you if you become incapacitated.
  • Minimize taxes: Developing strategies to reduce estate taxes, gift taxes, and other financial liabilities for your heirs.
  • Help avoid probate: Structuring your estate plan to avoid probate, which can save time and money for your beneficiaries.
  • Advise on long-term care planning: Helping you plan for potential healthcare needs in the future, including Medicaid planning and protecting assets from being depleted by nursing home costs.
  • Assist with beneficiary designations: Ensuring that life insurance policies, retirement accounts, and other financial instruments are correctly designated.
  • Handle probate and estate administration: If a loved one has passed away, an estate planning lawyer can help guide you through the probate process or act as an executor.

How Are Estate Planning Lawyers Paid?

Estate planning lawyers typically charge for their services in one of several ways, depending on the complexity of your estate and the type of services you need. Common payment structures include:

  • Flat fee: Many estate planning services, such as drafting a will or trust, are charged on a flat-fee basis. The fee covers all work related to preparing the document.
  • Hourly rate: For more complex planning, such as estate tax strategy or trust administration, lawyers may charge by the hour. Rates vary based on the lawyer’s experience and location.
  • Retainer: Some lawyers require a retainer for more complex cases, such as ongoing trust management or estate administration. The retainer is an upfront payment that covers future legal services.

It’s important to discuss fees with your lawyer upfront to avoid unexpected costs.

How Much Does an Estate Planning Lawyer Cost?

The cost of hiring an estate planning lawyer depends on the complexity of your estate and the services you require. Here are some general guidelines:

  • Simple wills or powers of attorney: A straightforward will or power of attorney may cost between $300 and $1,500, depending on your location and the lawyer’s experience.
  • Trust creation: Establishing a trust, such as a living trust or revocable trust, can cost between $1,000 and $3,000 or more, depending on the complexity of your assets and estate planning needs.
  • Comprehensive estate planning packages: Some lawyers offer packages that include wills, trusts, powers of attorney, and healthcare directives, which may range from $2,000 to $5,000 or more, depending on the estate’s complexity.
  • Hourly rates: For ongoing services like estate administration or tax planning, lawyers may charge hourly rates ranging from $150 to $500 or more, depending on the lawyer’s experience.

Always get a clear estimate of costs during your initial consultation to ensure the services fit within your budget.

Top Questions to Ask an Estate Planning Lawyer

Before hiring an estate planning lawyer, it’s important to ask questions to ensure they are the right fit for your needs. Here are key questions to ask during your consultation:

  1. What is your experience with estate planning?
    Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services.
  2. How will you charge for your services?
    Clarify whether the lawyer charges a flat fee or by the hour and ask for a detailed estimate of costs.
  3. What strategies do you recommend for my estate?
    A good lawyer should be able to explain the best strategies for minimizing taxes, avoiding probate, and ensuring your assets are distributed according to your wishes.
  4. How often should I update my estate plan?
    Ask how frequently you should revisit your estate plan, especially if your financial situation or family dynamics change.
  5. Do you offer ongoing support or updates?
    Some lawyers provide periodic reviews or updates to ensure your estate plan stays current with changes in your circumstances or the law.
  6. How will you help my beneficiaries if something happens to me?
    Ensure the lawyer is willing to guide your heirs through the estate administration process or help manage your trust after you’re gone.

How to Check the Credibility of an Estate Planning Lawyer

To ensure you’re hiring a credible estate planning lawyer, follow these steps:

  • Verify their state bar license: Check with your state bar association to confirm that the lawyer is licensed and in good standing, with no history of disciplinary actions.
  • Look for estate planning certifications: Some lawyers are certified as estate planning specialists, which indicates they have extensive knowledge in this area of law.
  • Read client reviews and testimonials: Online reviews on sites like Avvo, Google, or Martindale-Hubbell can provide insight into the lawyer’s professionalism and client satisfaction.
  • Ask for references: A credible lawyer should be able to provide references from previous clients who can speak to their expertise and client service.
  • Check for membership in professional organizations: Lawyers who are members of organizations like the National Academy of Elder Law Attorneys (NAELA) or the American College of Trust and Estate Counsel (ACTEC) often have a strong reputation in the field.

What Should I Prepare for My First Consultation?

To get the most out of your first meeting with an estate planning lawyer, it’s important to come prepared. Here’s what you should bring:

  • List of assets and liabilities: Provide a detailed inventory of your assets, including real estate, bank accounts, retirement funds, investments, and personal property, as well as any debts you may have.
  • List of beneficiaries: Be ready to discuss who you want to receive your assets and in what proportions. This includes naming guardians for minor children if applicable.
  • Existing estate documents: Bring copies of any existing wills, trusts, powers of attorney, or other relevant estate planning documents.
  • Questions about your estate goals: Write down your goals, such as avoiding probate, reducing taxes, or setting up charitable donations, so your lawyer can tailor a plan to meet your needs.
  • Information on medical and financial decision-makers: Be prepared to discuss who you want to appoint for healthcare and financial decisions if you become incapacitated.

By being well-prepared, you can ensure a productive consultation and begin building a comprehensive estate plan that meets your needs and protects your loved ones.

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