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Client Reviews

OUR CLIENTS SAY

Annmarie

“Adam is an exceptional attorney. His deep knowledge of the law, combined with his dedication and personal approach, make all the difference. I highly recommend his firm!”

Judith

“Excellent law firm! Adam is a very experienced and trustworthy attorney. His warmth and professionalism put my family at ease with our estate planning needs.”

Heather

“Adam is amazing. He has helped my with my fathers twisted estate. He did so much research and was able to help me understand what’s happening. He is kind and caring and always lets me know what’s going on. I am so happy I found him!”

Catherine

“Adam has been my advocate for several years. I trust him implicitly. His interpretation of my situations have been spot on. I highly endorse him and his choice of character consultants.”

Isabella

“The law firm far exceeded our expectations. We were in a time-constrained situation and needed legal advice and help. The team not only did so expeditiously but …”

Lynette

“Mr. Katz was the first lawyer I’ve had in my life, yo me, he is theee best. He was caring about my case, knowledgeable, compassionate, truthful, and he explained details in a way that I understood what was going on. I’d recommend him to anyone.”

Nicholas

“Katz Law Firm is the best! Mr. Katz handled my case very well! He stood by me, kept me informed and got the job done! I wholeheartedly recommend!”

Luca

“The individual provided good service for our case. He was responsive to emails and answered our calls promptly. While the fees were on the higher side, which is common in the legal field, we are satisfied with the …”

Marcus

“We connected with the lawyer at Katz firm to help us with some easement questions we had with our city. He went the extra mile to meet us on the weekend along with the city’s representative to ensure our …”

Nora

“Highly recommend! The lawyer met with me quickly and far exceeded all of my expectations. He competently and, with ease, answered all of my questions and some I didn’t even know to ask. I would …”

Ethan

“He answered my first call and has been readily available since. Documents were prepared within hours, and the support has been great. I would recommend his …”

Pete

“Mr. Katz has been very considerate with our situation. He makes sure we understand each step and allows us decide how we would like to proceed.My case is still ongoing however, we are thankful to have found him and trust him implicitly.”

Practice Areas

ESTATE & TAX PLANNING THAT PRESERVES WHAT MATTERS MOST.

01
TRUSTS & ESTATE PLANNING

Secure your legacy and protect your loved ones’ future. Expert guidance in wills, trusts, and estate management for peace of mind.

02
TAX STRATEGIES & PLANNING

Navigating probate complexities with ease. Ensure lawful distribution of assets and smooth estate settlement with our professional help.

03
BUSINESS FORMATION

Safeguard your business interests and mitigate risks. Comprehensive legal solutions for contracts, partnerships,

Tax & Estate Planning Lawyers In Cedarhurst, NY
CRAFTING YOUR LEGACY, ONE DOCUMENT AT A TIME
  • Wills
  • Wealth-Transfer Planning
  • Trusts
  • Business Succession Planning
  • Burial Directives
  • Business Formation and Planning
  • Asset Protection
  • Power of Attorney and Gift Riders
  • Property Transfers
  • Probate and Estate Administration
Who We Help

TAX & ESTATE PLANNING THAT GROWS WITH YOU

As Your Life Changes, So Should Your Estate Plan. Our Flexible Solutions Adapt To Your Unique Needs, Providing Ongoing Peace Of Mind.

new-york-tax-and-estate-planning-lawyers-for-young-couples
YOUNG COUPLES
new york tax and estate planning lawyers for young couples
GRANDPARENTS
new york tax and estate planning lawyers for single parents
SINGLE PARENTS
new york tax and estate planning lawyers for blended families
BLENDED FAMILIES
new york tax and estate planning lawyers for married couples
MARRIED WITH CHILDREN
new york tax and estate planning lawyers for life partners
LIFE PARTNERS
new york tax and estate planning lawyers for business owners
BUSINESS OWNERS
Our Process

FROM COMPLEXITY
TO CLARITY - YOUR ESTATE AND TAX PLANNING JOURNEY STARTS HERE

Crafting a lasting legacy that reflects your values and aspirations starts with a purpose-driven plan.

Start Here
1
BOOK A CALL

Start your journey with a personal consultation to discuss your estate planning needs and questions.

2
OUTLINE YOUR GOALS

Define your legacy with clear goals for asset distribution, family protection, and wealth preservation.

3
CREATE YOUR PLAN

Craft a tailored estate plan that aligns with your objectives and provides legal protection for your assets.

4
PERFECT PEACE OF MIND

Finalize a secure, comprehensive plan for future certainty and peace of mind for you and your loved ones.

Let’s Get Started!
LET US HELP YOU PROTECT YOUR LEGACY

BOOK A FREE DISCOVERY CALL

Not Ready to Schedule? You Can Submit a Message.

Start Here
Meet Our Dedicated Estate Planning Attorney

MEET ATTORNEY Adam Katz, YOUR LOCAL Cedarhurst, Ny ESTATE & TAX LAWYER

Our lead estate planning attorney, Adam Katz, is passionate about helping families and individuals navigate the complex world of estate planning with compassion and a personal touch.

With more than 17 years of experience in estate planning and probate law, Adam Katz has helped countless clients achieve peace of mind by crafting comprehensive plans tailored to their unique needs and goals. He takes the time to listen to your concerns, explain your options in plain language, and guide you through every step of the process.

Adam Katz believes that estate planning should be an empowering experience, not a daunting one. He is committed to building long- lasting relationships with clients, ensuring that your plan evolves as your life changes. Whether you’re just starting your estate planning journey or need to update an existing plan, Adam Katz is here to provide the knowledgeable guidance and support you deserve.

At Katz Law Firm, we understand that estate planning is not just about drafting documents; it’s about building relationships and creating a lasting impact.

Serving
New York City and:
  • Hudson
  • Lakewood
  • Poughkeepsie
  • Kingston
  • Long Beach
  • Trenton
  • Princeton
  • Edison
  • Toms River
  • Atlantic City
  • Newburgh
  • Middletown

CRAFTING YOUR
LEGACY, ONE DOCUMENT AT A TIME!

Start Here