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Benjamin Z. Katz

Benjamin Z. Katz

Life Planning for Your Family the Right Way!
  • Estate Planning, Animal & Dog Law, Real Estate Law ...
  • New York
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Biography

My goal is to form and maintain long term relationships with my clients. I am blessed to be a happy husband, a proud father and a joyful pet owner. I have always felt that a life well lived is one filled with connections to others.

Our lives are plagued with uncertainty. If you are single, married or in a relationship; if you have children, plan to have children or not; or if you have pets or charities that you wish to provide for, you need a plan to address that uncertainty. When you don't have a plan in place, state laws will control what happens to you and your family. I can help you formulate and implement a plan tailored to your needs and choices and then review that plan with you throughout your life to make changes as needed.

Eliminate uncertainty for your family should you become incapacitated or die. Protect and control your assets. But most importantly, leave a legacy of confidence and positivity for all your loved ones.

Presently, areas of practice include Estate Planning, Probate & Administration, Residential Real Estate, Guardianship and Animal Law.

I serve as a Consultant to several mortgage companies, having instructed real estate and mortgage licensees for many years and co-authored and edited several mortgage textbooks including Mortgage Lending Principles and Practices (6th, 7th and 8th edition).

I am a NYS Certified Real Estate Instructor. I am a member of the American Bar Association, the New York State Bar Association and the New York City Bar Association. I serve as a Volunteer Attorney for Free Legal Answers through the ABA as well as serving as a member of the Estate Planning Committee of the Senior Lawyers Division and serve on the New York City Bar Association's Consumer Affair Committee. I am an Attorney Member of the Animal Legal Defense Fund and support several charitable organizations.

Practice Areas
    Estate Planning
    Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
    Animal & Dog Law
    Real Estate Law
    Commercial Real Estate, Condominiums, Easements, Eminent Domain, Homeowners Association, Land Use & Zoning, Mortgages, Neighbor Disputes, Residential Real Estate, Water Law
    Probate
    Probate Administration, Probate Litigation, Will Contests
    Elder Law
Fees
  • Free Consultation
  • Credit Cards Accepted
Jurisdictions Admitted to Practice
New York
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Languages
  • English: Spoken, Written
Professional Experience
Attorney
Benjamin Katz, Esq. P.C.
- Current
Attorney
Law Offices of Benjamin Z. Katz, Esq.
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Education
Hofstra University
J.D. (1994) | Law
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State University of New York - Stony Brook
B.A. (1991) | History
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State University of New York - Stony Brook Logo
Professional Associations
New York City Bar Association
Member
- Current
Activities: Consumer Affairs Committee Member
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American Bar Association
Member
- Current
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New York State Bar Association
Member
- Current
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Publications
Articles & Publications
Mortgage Lending Principles and Practices, 8th Ed.
Hondros Learning
Certifications
Certified Real Estate Instructor
New York State Department of State
Websites & Blogs
Website
Legal Answers
195 Questions Answered
Q. meaning? “I nominate and appoint my children, John A, Jay A, and Cee A, alternate Co- Executor’s of my Will
A: It means that if the primary Executor is unable or unwilling to serve, the children named will serve together in that capacity.
Q. My dad passed on August 20 2021 and my mom passed on June 27 2021, i live in my dads house and have since 1995 this has
A: When there is no Will, it is called Administration. But it works similarly to Probate. If an estate has not been established yet, one will probably be needed. If the house was in both their names and was bought when they were married, the survivor of the two would be 100% owner; your dad it appears. However, an attorney should look at the deed and go over the facts with you before you take any specific action. Without a Will, all your dad’s children would have an equal interest in his property.
Q. How does 'Inherited IRA' work if IRA beneficiary is a rev trust? And rev trust doc lists 2 children as beneficiaries?
A: Yes. A trust can be a beneficiary of an IRA. It is most common for the trust to pay the tax before distributing to the beneficiaries. The trust document should guide the trustee. Depending on whether or not the trust is a see-through trust inherited IRAs must be used up within either 5 or 10 years.
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Social Media
Contact & Map
Benjamin Katz, Esq. P.C.
114 W 27th Street
2nd Floor
New York, NY 10001
Telephone: (646) 775-3455
Fax: (646) 368-8323
Monday: 9 AM - 5 PM
Tuesday: 9 AM - 5 PM
Wednesday: 9 AM - 5 PM
Thursday: 9 AM - 5 PM
Friday: 9 AM - 5 PM (Today)
Saturday: 9 AM - 5 PM
Sunday: Closed
Notice: We are available during the Covid-19 crisis by phone, social platforms and video conferencing.