New York Estate Planning Lawyers

I am a native of the Rocky Mountains, having grown up in Evergreen, Colorado. Since settling in New York, I have developed a broad and sophisticated client base. I concentrate my practice in the areas of estate planning, trust and estate administration, and estate and gift taxation. It is important to me to consider each of my client’s values and background as I help them decide which type of estate plan will best fit their needs. I use a practical approach to my practice. Offering the assurance of complete confidentiality and responsive service, I try...

Kimberly Trueman is an attorney at the Law Offices of Robin Burner Daleo, PLLC. She joined the firm in November, 2021. Kimberly received her Bachelor’s degree in Hispanic Literature and Language from Stony Brook University in 2009 where she graduated summa cum laude, Phi Beta Kappa and was the valedictorian of her department. She then received her Juris Doctor from Hofstra University, School of Law in 2012. While attending law school, Kimberly was the recipient of the Honors Scholarship for academic excellence as well as the Linda Carmody-Roberts Scholarship for her commitment to pursuing a career in the Trust & Estates...

In law school, Mr. London specialized in taxation and after graduation joined a large firm in Buffalo where his practice emphasized tax planning for businesses, individuals and estates. Mr. London established his own practice which over the years grew through referrals from clients, accountants and lawyers. His business clients are both small and large U.S. and Canadian companies and credit unions. "When clients have had unusual challenges I have often been able to fashion unique solutions which enabled a transaction to occur. I believe it is not sufficient for a lawyer to tell a client why something can't be done...

As a Senior Associate in Tully Rinckey PLLC’s Real Estate Law practice, Raymond focuses his practice on commercial and residential real estate financing transactions, commercial real estate transactions and development, title review and commitment preparation. He represents developers in subdivision acquisitions, and he represents lenders in commercial and residential mortgage transactions, as well as commercial and residential purchasers and sellers.

Raymond has extensive experience drafting residential and commercial contracts of sale, leases and mortgage documents including, but not limited to: commitment letters, promissory notes, mortgages, security agreements, assignment of rents and leases, environmental compliance and indemnity agreements, unlimited guarantees and UCC-1...

Amy's practice is concentrated in the areas of elder law, estate planning, and trust and estate administration. A major part of Amy's practice involves assisting clients and their families with legal and tax issues including the preparation of estate planning documents, estate tax planning, administration of trusts and estates, long-term care planning, preservation of assets, eligibility for governmental benefits, disability planning and supplemental needs trusts.

Amy O’Connor is Chair of McNamee Lochner's Trusts, Estates & Elder Law Department. With a concentration in elder law, estate planning, and trust and estate administration, her practice encompasses all aspects of trusts and estates law...

As a Partner in Tully Rinckey PLLC’s Binghamton office, Kevin focuses his practice on real estate law and trust and estate law. He represents buyers, sellers and lenders in real estate transactions, and he appears before courts for out-of-area landlords in landlord-tenant disputes. Additionally, he works with clients on matters involving wills and estates.

Prior to joining Tully Rinckey PLLC, Kevin operated his own real estate practice in Binghamton for more than 20 years. As part of his practice, Kevin is as an authorized agent for Stewart Title Insurance Company. He previously worked at several Binghamton-area law firms, which gave him...

Glenn did his undergraduate work at the Boston University School of Management (B.S.B.A magna cum laude), received a Master’s Degree from the Philosophy Department at the University of Chicago and his J.D. from Albany Law School. He has been practicing Law in Schenectady, NY since 1985, initially in the Criminal Defense Arena and for the past 25 years in Trusts and Estates, Elder Law and Real Estate.
Glenn is Co-Vice Chair of the Health Care Committee of the Elder Law and Special Needs Section of the New York State Bar Association; and a Member of the National Academy of Elder Law...

I want to help people, using my training and skills, to protect themselves and their loved ones, legally and to accomplish their financial goals.

I am passionate about business and financial matters (and math!). I find too many people who could have used the assistance of a business attorney and counselor, do not avail themselves of one, and then something unexpected happens, and they find themselves in an avoidable, unwanted situation. I will do my best to help you avoid such circumstances. My practice is limited in scope and much of what I can help you with is located on my...

Stephen R. Silverstein concentrates his practice in the areas of estate and disability planning, estate administration, guardianships and elder law.

He is a graduate of the University of Rochester and the State University of New York at Buffalo School of Law. He is a former bank trust officer, where he worked on administration of estates, trusts and employee benefit plans.

Mr. Silverstein is a member of the Bar Association of Erie County Surrogate’s Court Committee and serves as the Committee’s Recording Secretary. He is also a member of the Bar Association of Erie County Elder Law Committee and...

A great lawyer protects you. At Calcagno and Associates we take pride in fighting hard for our clients rights. We leave no stone unturned and understand the devil is in the details. Calcagno and Associates practices law in the areas of Personal Injury, Wills, Trusts and Estates, Bankruptcy, Real Estate, Foreclosure Defense and Business Formations and Litigation. Our law firm has been proudly representing clients in the New York community for over 22 years. Thank you for your trust and confidence in Calcagno and Associates. We consider all existing clients family. Call us 24/7 for...

Kenneth Kraus helps individuals and families prepare their estate plan, including Wills, asset protection Trusts, Supplemental Needs Trusts (SNTs), Powers of Attorney and Health Care Proxies. He also assists with the probate process including the preparation of income, fiduciary, gift and estate tax returns and the sale of real estate. In addition, Ken works with families to help them understand the complexities of long-term care financing, including Medicare, Medicaid, home care and nursing home planning. Given the ever-changing estate and income tax laws and the increasing concern of special needs and long-term care planning, Ken’s depth and breadth of experience...

George Gray is a partner in the law firm of Gray & Feldman LLP, where his practice concentrates in the areas of special needs planning, estate planning and administration, business and tax law. He is a member of the Monroe County and New York State Bar Associations and is active in the Tax and Trust and Estates Sections of these associations. He serves as a member of the Executive Committee of the Monroe County Estate Planning Council and is active on its Program Committee. SPECIAL NEEDS PLANNING: Through his long association with the...

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.

Mr. Bollhofer is an attorney, and President of the law office of Joseph A. Bollhofer, P.C. in St. James, New York. He is licensed to practice law in New York and New Jersey. Mr. Bollhofer received his undergraduate degree from the Stony Brook University and his law degree from Fordham University School of Law. Elder Law and Estate and Business Planning, including asset transfer and Medicaid applications, have been primary areas of Mr. Bollhofer's law practice since 1985. He periodically gives lectures in these areas of law to community, professional and continuing education groups. He is a member...

Practicing since 1991 in Binghamton, Owego, Ithaca, Cortland, Norwich, Broome County, Tioga County, Tompkins County, Chenango County, Delaware County, and Susquehanna County, Pennsylvania, as well as remotely via the internet.

Particularly interested in planning to minimize the erosion of assets due to common threats that we all face, such as incapacity, long term care costs, nursing home expenses, how to distribute your estate, keeping legacy camps in the family, planning for a disabled child, income and estate taxes, probate, and creditors claims.

Mediator and attorney with extensive experience in prenuptial, separation, divorce, custody, visitation, alimony, elder, business, estate and other family law and adult family issues. Serving mediation clients in Westchester, Putnam & Dutchess Counties in New York and Fairfield, New Haven & Litchfield Counties in Connecticut. Disputes are stressful, and it’s important to make sure you’re comfortable with whatever resolution process you choose. During our 30 minute free consultation, I can answer any questions you might have and let you get a sense of what it would be like to work together.

Alycia K. Kimmel practices in the areas of estate planning and estate administration, elder law, real estate and not-for-profit matters. She is admitted to practice in the states of New York and Florida. She practices primarily in Broome County, as well as the following surrounding counties: Tompkins, Tioga, Chemung, Steuben, Chenango, and Schuyler.

Established in 1978, The Law Office of Elliot S. Schlissel is a multi-service firm of five lawyers committed to client-focused, cost-effective legal services in the Five Boroughs of New York City, Nassau and Suffolk Counties. Our law office provides high quality, personalized legal services regarding divorce, family law, foreclosure defense, criminal cases, real estate, personal injury, elder law, bankruptcy, and wills, trusts and estates. Mr. Schlissel graduated from SUNY Oswego in 1972 and attended the Hofstra and Buffalo law schools.

Jeffrey M. Johnstone is Of Counsel in Tully Rinckey PLLC’s Rochester office, where his practice is concentrated in estate planning, trusts, estate administration. He is admitted to practice in New York and Florida, in addition to the U.S. Court for the Western District of New York, the U.S. Court of Appeals for the Second Circuit and the U.S. Tax Court. Prior to joining Tully Rinckey, Jeffrey was an equity Partner with Harris, Chesworth, O’Brien, Johnstone & Welch, LLP. Upon graduating from law school, Jeffrey became associated with the Rochester, New York, firm of Nixon, Hargrave, Devans & Doyle (now the national law...

As the founder of The Law Firm of Michael L. Pfeifer, P.C., Nassau County attorney Michael L. Pfeifer Esq. offers legal services in estate planning and elder law issues. Since 1987, he has been in the legal field. Attorney Pfeifer was recognized by the New York Law Journal as one of the top rated lawyers in the New York area. He is a graduate of the Stony Brook University and the Pace University School of Law. Mr. Pfeifer is an instructor at the Nassau Academy of Law and a member of the National Academy of Elder Law Attorneys.

Ronald E. Stiskin is passionate about assisting families and individuals in transition. Whether securing educational services for children with special needs; planning for the future of disabled adults; or helping seniors and their families identify their next steps, Ronald is committed to guiding his clients to their best outcome. Ronald has taken training from the American Bar Association in Advance Directives and Estate Planning for LGBT Adults. He has also been trained in Elder Law mediation. Ronald E. Stiskin graduated from Harvard University in 1986 (B.A. with honors in Sanskrit and Indian Studies) and from Dalhousie Law School, Nova Scotia, Canada in...

With more than 15 years, in the estate and long-term care planning field, James provides counsel to individuals, families and business to guide them to achieve their planning goals by implementing strategies customized for each client's unique circumstances.

James focuses his practice in elder law, trusts and estates, guardianship, special needs planning, and business formation and succession planning.

Matthew Medaglia is an attorney in Staten Island New York. He has received a J.D. as well as a LL.M. in tax law from New York University and a M.B.A. from Baruch University. Before starting his solo law practice, Matthew spent ten years at a fortune 100 company creating risk management solutions. The Law Offices of Matthew F Medaglia were started with the intention of serving clients who are traditionally ignored by the large law firms. Entrepreneurs starting a small family business, working to middle class families approaching retirement, first responders and military personnel who protect us on a daily...

Michael T. Dwan is principal of The Law Offices of Michael T. Dwan. Mr. Dwan handles Real Estate transactions, Estate Planning and Criminal Defense. Mr. Dwan is one of the top trial lawyers in Erie County.

Mr. Dwan is the son of longtime Judge and trial attorney Timothy J. Dwan.

Mr. Dwan received his undergraduate degree from Niagara University, and received his J.D. from the University of Buffalo Law School. He has also served as an adjunct criminal justice professor at Erie Community College and is frequently asked to be a guest lecturer at the University of Buffalo.

Anthony T. Ballato maintains a litigation and general practice for over twenty six years and handles a diverse range of matters including, among others, family law, personal injury, professional malpractice, lemon law, business transactions, cell sites, municipal law, animal law, elder fraud and abuse, real estate, estates and other matters. The litigation matters range from homeowner-contractor disputes to multi-million dollar tort cases. He has been featured in Newsday, The Seattle Times, The New York Law Journal, VerdictSearch and other written publications and has lectured for the Bar Associations of Nassau and Suffolk County as well as appeared on public television...

Jerry has been practicing law for over 30 years and concentrates his practice in the areas of real estate, trusts & estates and business law. Mr. Antetomaso previously worked with the firms of Culley Marks et al. and Pettig, Overbeck and Reid and most recently operated his own practice for over 22 years. As a complement to his work as an attorney, Jerry has extensive experience in dispensing business counsel. From daily operational matters to long term succession issues, his focus is on maximizing value and mitigating complexity. He endeavors to help clients identify what is important to them and...

Anthony Nigro is a member of both the New York State bar and the New Jersey State bar. He focuses on trusts and estates law: estate litigation, probate, administration, wills, trusts, guardianships,powers of attorney and health care proxies. He also enjoys helping small businesses reach their full potential from company formation to trademark guidance. His regional focus is limited to Westchester County, Rockland County, Orange County, Dutchess County, and all of NYC including the Bronx, Queens, Manhattan, Brooklyn, and Long Island. Anthony is a graduate of Fordham University and Pace Law School, cum laude. While in law...

Marreana LaMorticella is an attorney who focuses her practice in HoganWillig’s Corporate and Business Law, Estates, Estates Planning & Elder Law and Real Estate Law departments. Ms. LaMorticella graduated from Niagara University and Syracuse University College of Law. While receiving her J.D. at Syracuse University College of Law, Ms. LaMorticella was part of the Intellectual Property Law Society, Entertainment & Sports Law Society, and Corporate Law Society. Prior to joining HoganWillig as an attorney, Ms. LaMorticella worked as a Law Clerk for Rich Products Corporation. Amongst many accomplishments, Ms. LaMorticella was a Student Attorney for Wohl Family Veterans Legal Clinic and a...

As a Senior Associate at Tully Rinckey, PLLC, Christine is part of the Family and Matrimonial Law group, where she focuses on divorce and child custody cases. She brings a wealth of knowledge and experience in family and matrimonial matters, working as both a private practitioner and public defender. She is also a member of the Tully Rinckey Trust and Estates group, representing persons with a wide variety of estate planning and directives.

Before joining Tully Rinckey, Christine spent 10 years as a Court Attorney and Referee to the Hon. Patricia Gallaher, acting state Supreme Court Justice and Family Court Judge...

Michael M. Marques is the founder and principal attorney of The Marques Law Firm, PLLC. The firm focuses on estate planning, wealth preservation, tax audit, business formation as well as internet, eCommerce and personal injury. Michael was previously with the Law Offices of Kiepura & Associates, a sophisticated boutique law firm focused on personal and corporate tax and finance law. Michael has represented numerous clients on a wide range of issues from comprehensive estate plans to large Internal Revenue Service and state audits.

I am dedicated to providing quality and affordable legal representation to all of my clients. I care about each and every client's individual needs and goals and work vigorously to allow my clients to realize their goals. I am available to my clients 24/7 should they need me. I treat my client's cases as if they were my own and will never stop fighting on their behalf. I am honest with all of my clients and will always advise my clients as to what is in their best interests.

Gina Raio Bitsimis is an attorney at Burner Prudenti Law, P.C. She joined the firm in February 2021 of counsel having previously worked over twenty-five years in prominent Trusts and Estates law firms. Gina’s practice includes all Surrogate’s Court proceedings to appoint an Executor or Administrator of an estate, preparation of fiduciary accountings, and preparation of New York State and Federal estate tax returns. In addition, she is well versed in real estate transactions. As a result of her proficiency in all matters of Trusts and Estates, Gina dedicates her time to educating and counseling clients on timely and sensitive matters....

Marc Weissman is a partner of the firm. His practice focuses on estate administration and litigation, commercial transactions, corporate matters, commercial leases, private mortgage loans, purchase and sale of a business, corporate restructuring, purchase and sale of real estate and the financial aspects of divorce litigation.

As a partner at the firm, Marc acts as counsel to many of our corporate clients, including banking institutions and insurance carriers. Marc represents institutional lenders in making secured loans to New York City Taxi Medallion Owners. Marc has developed strong relationships with his clients, their staff and the vendors they do business with.

In addition...

Ellen Makofsky has concentrated her practice in Elder Law and Trusts and Estates and Probate and Estate Administration for over three decades. The National Elder Law Foundation has named her a certified elder law attorney(CELA). Ms. Makofsky is a past President of the National Academy of Elder Law Attorneys, New York Chapter and completed a third term as Secretary of the New York Bar Association (NYSBA), the largest voluntary Bar in the United States. She served as Chair of NYSBA's Committee on Legal Education and as Co-Chair of NYSBA's Women in the Law Committee and is Chair of...

Jason Snyder focuses his practice on wills, trusts, estate administration, and real estate law. Upon graduating from law school, Jason went right into solo practice. After drafting wills for several clients, he quickly realized a passion for estate planning and helping seniors plan for the future. He later worked for several law firms in Rochester, where he performed estate planning, estate administration, and all facets of real estate transactions. Jason received his Juris Doctorate from the University of Buffalo School of Law and a Bachelor of Science from the Rochester Institute of Technology. Jason is admitted to practice law in New York State...

Named a Super Lawyer for 2023, Michael Ciarlo has been practicing Real Estate law since 1999, providing successful and experienced results for his clients. During this time, his extensive knowledge of commercial, business, and real estate litigation has benefited the clients of the firm. He has a wide range of experience negotiating, analyzing, resolving, and litigating all aspects of real estate, business, co-op, condo, and landlord/tenant matters. Mr. Ciarlo brings a significant depth of understanding to his role in advising large and small businesses, co-ops, condominiums, landlords, tenants, and individuals in their disputes and litigation. Mr. Ciarlo graduated from New...

Joseph Klein is a founding partner of Korsinsky & Klein, LLP. He manages the firm’s elder law group, which includes handling all aspects of elder law planning and Medicaid planning. He has extensive experience with complex trusts and estates and regularly practices in the Surrogate’s Court in New York State. He is a graduate of Brooklyn Law School and is admitted to both the New York and New Jersey Bars. In addition to being an attorney, Mr. Klein is also a licensed Certified Public Accountant in New York State.

Joseph is an active member of the New York State Bar Association...

Klose & Associates offers various legal services to individuals and businesses, including business entity formation, contract preparation and negotiation, litigation, buying and selling personal and business assets, and wills and estate matters. Our clients have sought representation for business, environmental, insurance, intellectual property trademark and copyright), personal injury, professional malpractice (accountant, legal, medical), real estate and probate or estate matters. Clean Sweep Divorce. (www.cleansweepdivorce.com) I didn’t set out to become a divorce coach, but looking back, I realize my passion for problem-solving and helping others guided me to this promising and rewarding profession. As a lawyer, I enjoy the intellectual challenge of untangling...