Monticello Estate Planning Lawyers

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...

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.