Ancramdale Estate Planning Lawyers

George H. Roberts, Esq. is the Managing Partner of the Firm and has been practicing estate planning and administration since 1975. His emphasis is on estate planning and administration, elder law and school law. He also provides services in real estate and assists those clients who own a family business. Mr. Roberts was a Town Justice in Lewisboro for many years, and is also a Certified Hearing Officer for the New York State Department of Education.

Jodi B. Zimmerman focuses her practice on Elder Law and Estate Planning matters including the preparation of Wills, Trusts, Probate and Administration petitions and Guardianships. Ms. Zimmerman brings over 20 years of counseling and business experience to her clients and understands the practice of law is about more than just statutes and rules, it's about the people who need quality representation.
In 1984, Ms. Zimmerman earned her BA in Humanities from Florida Atlantic University and, in 2005 graduated from the Hofstra University School of Law.
Ms. Zimmerman is admitted to practice in the State of New York, as well as the United...

Katya's practice focuses on estate planning, probate and estate administration, Medicaid planning, elder law, and business succession matters. In addition, Katya now helps detained asylum seekers to obtain legal status in the United States.

Katya founded her law firm in order to provide her clients with more personal attention in resolving their legal matters in a timely and efficient way. Katya believes that one can enjoy life more fully when one’s affairs are in order, the assets are protected and one’s family is taken care of. Katya enjoys helping seniors and their loved ones in planning for long term...

Tax, Estates and Litigation attorney with 25+ years of experience. Masters of Laws Degree in Taxation. Large practices in Trusts & Estates litigation and Tax Litigation.

Concentrations: Income Taxes, Gift and Estate Taxes, Exempt Organizations, Audits, Tax Controversy, Tax Compliance, Estate Administration, Will Contests, Contested Estate Accountings, General Estates Litigation.