Bay Shore Estate Planning Lawyers

Donna Stefans is the founder and lead attorney at Stefans Law Group, PC. She has over 23 years of experience in elder law, estate and asset protection planning, estate administration, geriatric care management, special needs planning, guardianship, elder law abuse and neglect, retirement income planning and Medicaid optimization. Ms. Stefans is also the President of Stefans Associates, Inc., a full service personal, business, and Trust, Income Tax and Accounting practice. The third major part of Ms. Stefans’ practice is capital management and investments. She has over 30 years of experience in retirement planning, asset protection planning, and wealth management. She...

Melissa Negrin-Wiener is a senior partner at Cona Elder Law. Ms. Negrin-Wiener manages the Government Benefits Department, concentrating her practice in the areas of asset protection, Medicaid eligibility planning, estate planning, special needs planning, mediation, guardianships and Veteran benefits. She supervises the preparation of Medicaid Applications for nursing home care, home health care and community benefits, resolves complex Medicaid issues and represents families facing a reduction in Medicaid home care hours and services.

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...

Mr. Futterman established the law firm of Futterman & Lanza in Smithtown, New York after working for several years at a premier Long Island Elder Law and Estate Planning firm and after establishing a successful solo practice located in Commack, New York. An adjunct professor at a Long Island based College, Mr. Futterman’s work experience as a Certified Public Accountant with two of the world’s largest public accounting firms enhances his ability to resolve the complex legal issues that arise in his Estate Planning, Tax, and Elder Law practice. The legal and tax experience Mr. Futterman has acquired...

Former Assistant District Attorney with 33 years of trial experience in the fields of Criminal Defense, Matrimonial, Family Law, Personal Injury and Civil Litigation. Our firm also handles Real Estate Contracts and Closings, Traffic Ticket Defense, Wills and Social Security Disability Law.

Robert J. Zysk has a highly technical background, including Engineering School studies; former employment as an Internal Revenue Officer and investigator; and facility with the Laws of Taxation and the Internal Revenue Code. During 41 years of private practice, I have developed a broad spectrum of experience and facility in numerous areas of the law, as further indicated in my profile. I represent businesses and entreprenuers in all types of Civil Litigation. Elder Law has emerged as one of my practice areas and I am knowlegeable and draft Faimly Trusts. My practice is thus manifold and flexibile....

The Law Offices of Lawrence Israeloff, PLLC, Tax Attorney. Lawrence Israeloff, Esq., CPA, CFP®, is an experienced solo tax attorney and CPA with offices in New York and Long Island. His practice focuses on federal, state and local individual and business income tax planning, personal financial planning, transactional tax consulting and research, trusts, estates, and gift tax planning, tax return preparation and compliance, tax controversies, business entity formation, planning and compliance, and insurance and retirement planning.

Jack H. Genser, Esq. manages the litigation department of the firm's Elder Law, Estate Litigation and Personal Injury divisions where he directs litigation on behalf of seniors, their families, health care facilities and individuals who have been injured due to the negligence or recklessness of someone else. Mr. Genser is an experienced litigator who has successfully conducted jury and bench trials in Nassau and Suffolk counties as well as all counties of the City of New York. In addition to his in-court expertise, Mr. Genser is well-versed in all areas of alternative dispute resolution, including arbitration and mediation, as a means...

I concentrate in the areas of Special Needs Planning, Trusts & Estates, Guardianships, and Elder Law. I am an advocate for families and individuals with disabilities and hold seminars throughout New York and Long Island on special needs planning. You can find a calendar of my upcoming events on my website. Call my office for a no-obligation consultation or to arrange for me to speak to your organization.

Experienced Foreclosure & Bankruptcy Attorney serving Brooklyn, Queens, Nassau, Suffolk & Kings County. Helping clients with back taxes, tax audits, chapter 7, chapter 11 and chapter 13 bankruptcies.

After graduation from law school, Mr. Tasolides served as an Assistant District Attorney in Brooklyn, New York. His background as a prosecutor makes him particularly effective as he defends the rights of his clients who have been accused of committing white-collar crimes engaging in health care and insurance fraud, and other complex financial crimes, as well as more traditional crimes such as Driving While Intoxicated, substance abuse offenses, and other serious felonies.

Lawrence Cohen represents clients in all aspects of elder law, estate planning, crisis Medicaid planning and probate matters. His practice also includes over 25 years of experience working hand in hand with clients and families to successfully resolve their catastrophic accident or personal injury matter.

A caring and experienced legal adviser who strives to simplify the complex legal process for his clients, Lawrence sets himself apart as a compassionate and thoughtful attorney with large law firm credentials.
Within the legal arena, Lawrence is known as a goal-oriented strategic thinker, who works tirelessly to gain a deep understanding of his client’s overarching...

I focus my practice on Elder Law, Estate Planning, Trust Administration, Asset Protection, and Medicaid qualification. I started my legal career as a litigator, where I passionately advocated for my clients. Following this, I worked for a well-known Elder Law practitioner in Suffolk County, where my responsibilities included Probate and Estate Administration, Guardianship, and Estate Planning. Just before joining Grabie & Grabie, I served as the Director and In-house Counsel for a community guardianship program in Nassau County. In this position, I oversaw a team responsible for managing the personal and financial affairs of over 60 individuals who were unable to...

Adam’s practice is concentrated in wills, trusts, estate planning, sophisticated tax planning and generation-skipping transfer planning for high net-worth families, as well as elder law planning. Adam also advises fiduciaries in administering estates and trusts, including the preparation of estate and gift tax returns. Further, he represents fiduciaries and beneficiaries in estate and trust litigation in the Surrogate’s Court. Finally, he represents taxpayers who need a tax lawyer, either for tax consulting or to assist with tax disputes of many different aspects with the Internal Revenue Service (IRS) and New York State (NYS). ? In addition to being an attorney...

New York estate planning attorney Joseph P. Donlon is the founder of Donlon & Associates, PC. Joe's practice is dedicated to helping clients prevent family strife, reduce taxes, and protect their assets and legacies from lawsuits, creditors, and nursing home costs. He has worked with a wide range of clients during his professional career, from those of modest means with basic needs, to those possessing tens of millions of dollars in assets and requiring sophisticated planning. He is a frequent lecturer and presenter on estate planning topics and is routinely invited to speak before financial institutions, civic groups, and business...

I founded this law firm to provide my clients with creative, personalized legal services. Hiring my firm means that your case or transaction receives exclusive, undivided attention. You will never deal with paralegals or junior attorneys. The same attorney personally takes your calls, answers your questions, and attends all court proceedings.

Former Wall Streeter with many years of experience in Finance and Business Management. The skills developed there have translated into a great edge in zealously representing legal clients.

As an Elder Law/ Trust and Estates Attorney, I bring to my practice a strong background working in the field of aging, specifically in Home Care, Geriatric Case Management & Entitlements Advocacy.

I have been in practice since 1987. My office concentrates in the following areas; Criminal law, personal injury, will trusts and estates, real estate (residential and commercial), guardianships and general litigation

Cassandra H. P. Donovan is an accomplished Attorney with a comprehensive background in complex civil litigation. She utilizes her diverse professional background and legal experience to represent clients in various phases of the litigation process. Ms. Donovan’s practice currently focuses on business litigation, trusts and estate, family law, civil litigation and insurance defense. Ms. Donovan has an extensive complex litigation background. For more than a decade, Ms. Donovan defended and managed an extensive caseload, on behalf of major corporate clients, in the Upstate New York Asbestos Litigation. Furthermore, Ms. Donovan has successfully defended officers and directors of housing...

Andrew Lamkin is principal in the law firm of Andrew M. Lamkin, P.C., where he focuses his practice in the areas of elder law, estate planning and special needs planning, including Wills and Trusts, Medicaid planning and estate administration. He is admitted to practice law in New York and New Jersey. Andrew is a member of the New York State Bar Association, Nassau County Bar Association, Suffolk County Bar Association and New Jersey State Bar Association. Andrew is also a member of the Elder Law and Trusts and Estates sections of the Nassau County Bar Association, the Elder Law and Probate...

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...