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112 results for Estate Planning Law in New York, NY
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Kunal Phatangare, Esq.
Providing services: Legal Consulting, Corporate Law, Immigration Law, Bankruptcy Law, Negotiation, Business Consulting, Commercial Lending, Copyright Law, Estate Planning Law, Startup Law
New York, NY
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Michael Williams
Providing services: Accounting, Financial Accounting, Personal Tax Planning, Small Business Tax, Tax Preparation, Tax Advisory, Financial Planning, Tax Law, Estate Planning Law, Bookkeeping
New York, NY
Summary: I am a CPA (licensed in NY and CA) with broad experience in many aspects of accounting, auditing, tax, and business and financial management. I am presently a partner at Prager Metis CPAs, LLC (https://pragermetis.com/), an accounting and consulting firm. We assist our clients in a way that they can continue on their own path toward economic success through carefully thought out financial, accounting, and business solutions.. Over the years I have found that I have a knack for taking our complex (which gets more complex year after year) tax law and breaking it down in to terms my clients understand. I have found that most do not want to be bothered with the technicalities of the law, they just want to pay the lowest legal tax and have confidence that the people advising them are doing the right thing.... my team and I do our best to give our clients that confidence. My firms has specialties in the areas of taxation (compliance, planning and examination), business management, business consulting and accounting and auditing. My goal is to provide my clients with the tools to provide them financial accounting and business solutions in a format that can understand at a cost that is fair. I work with closely held and family owned enterprises who operate in many ventures including the arts, distribution, professional services, real estate, and other industries. I also work with not for profit organizations. I often advise new and existing businesses on the accounting and tax implications of formation of a business structures and operational issues.
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Kaliopi Vasiliou
Providing services: Criminal Defense Law, DUI Law, Estate Planning Law, Family Law, Legal Consulting, Trust and Estate Litigation, Wills Planning Law
New York, NY
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Jonathan Suarez, JD. LLM.
Providing services: Criminal Defense Law, Business Law, Estate Planning Law, Family Law, Immigration Law, Notary, Personal Injury Law, Wills Planning Law, Divorce Law, Corporate Law
New York, NY
Summary: Www. jonsuarezlaw.com
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Juan Carlos Guerrero
Providing services: Personal Tax Planning, Tax Law, Estate Planning Law, Wealth Management, Tax Advisory
New York, NY
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Si Yang
Providing services: Business Law, Corporate Law, Estate Planning Law, Legal Consulting, Startup Law, Wills Planning Law
New York City Metropolitan Area
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Drew Jacobs
Providing services: Business Law, Estate Planning Law, Entertainment Law, Legal Consulting
New York, NY
Summary: As a versatile attorney specializing in trusts/estates, business/contracts, & sports/entertainment transactions, I bring a unique blend of legal expertise and real-world experience to serve my clients' diverse needs. My approach is characterized by innovation, client-centric service, and a deep understanding of the intersections between law, business, and sports. As founder and managing attorney of Jacobs Counsel LLC, I develop work with a wide variety of clients, including growing businesses and high-performing individuals. In the business realm, I represent companies ranging from Silicon Valley tech startups to pre-Series B marketing technology firms and many other businesses in-between. I serve as outside general counsel to a myriad of companies, handling a spectrum of legal needs at a fraction of big law firm costs. In the individual realm, I represent high-performers as they protect their business, wealth, and family. My strategies address complex needs, from basic will drafting to multi-generational wealth transfer strategies. I also handle a variety of general transactional matters for athlete, creator, and entrepreneur clients. My focus on commercial deals, particularly in niche realms such as data privacy (CCPA compliance) and sports & gaming transactions, allows me to provide holistic legal advice to my clients. My unique background as a former Division I ACC Basketball Player and founder of a successful basketball training company brings firsthand understanding to my sports law practice. As a Certified NFLPA Contract Advisor, I offer specialized legal services to clients in the sports industry. Areas of expertise: - Estate Planning and Trust Administration - Business and Contract Law - Gaming Law - Sports and Entertainment Law - Data Privacy and CCPA Compliance - Wealth Transfer Strategies I hold a Juris Doctor from Seton Hall University School of Law and am admitted to practice in New Jersey and Ohio, with pending admission in New York. Whether you're running a growing business, securing your family's financial future, navigating the business world as an athlete, or seeking advice on sports & gaming transactions, I'm committed to providing exceptional, personalized legal services. Let's connect and explore how we can achieve your legal and business objectives together.
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Jennifer V. Abelaj, Esq., CPA
Providing services: Legal Consulting, Non-profit Consulting, Estate Planning Law, Notary, Tax Law, Wills Planning Law
New York, NY
Summary: I love puzzle games and am fascinated by what happens when I put the pieces together. My favorites include sudoku, tetris, and kakuro. Yes, there is a “right” answer, but it takes attention, open-mindedness and creativity to solve the puzzle. When I work with you, we determine how to put your legacy puzzle in the right order. Estate planning, philanthropy and nonprofit operations have a similar approach because I have to find the right fit for you based on your life goals and the options available under the tax laws. YOUR GUIDE IN PRESERVING WEALTH BASED ON YOUR UNIQUE VISION I am by your side to structure an estate plan that meets your vision and long-term goals. If you created your wealth, you know that you need someone to give you the tools, tips and tricks that enabled earlier generations to leave a legacy. I believe that a trusted relationship with my clients provides confidence and ease for their families. You are not one-size-fits all and neither is my approach to crafting your estate plan. My background as a practicing CPA yields insight and holistic approaches to create a tailored plan to honor your legacy. DUAL-SIDED EXPERIENCE PROVIDES AN ADVANTAGE FOR PHILANTHROPY AND PLANNED GIVING I understand the important factors that individuals and non-profits consider in giving and receiving their wealth and assets. My substantial experience working with both sides on separate transactions provides an advantage in representing you, whether you are thinking of creating an endowment or have been approached to receive a structured gift. This unique overlapping knowledge allows us to focus on the key points of structuring and negotiating the terms. LEGAL COUNSEL TO CHARITIES AND NONPROFIT ORGANIZATIONS IN GOOD TIMES AND BAD I represent nonprofits in obtaining federal tax-exempt status, updating Bylaws or addressing membership issues. I am motivated to provide the boards of nonprofits a road map to best carry out their charitable activities. If your organization has lost its tax-exempt status or is looking to dissolve, my experience allows you to focus on internal operations instead of legal processes and paperwork. TRUSTEE REPRESENTATION AND POST-DEATH ADMINISTRATION I represent fiduciaries and trustees in administering trusts or Surrogate's Court proceedings, carrying out the terms of a lifetime trust, or communicating with the IRS on estate tax audits. Follow me on IG: @jva.law or sign up for my newsletter (http://tiny.cc/jvainfo), where I share insights, advice and info on current legal and tax developments. Attorney Advertising.
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Summary: Senior professional with strategic and problem-solving skills, strong interpersonal and negotiation skills. Experience in investment banking, risk management, project management, legal issues, business development, and marketing. Skilled people manager and mentor. Katya is a co-founder and CEO of JelikaLite, a biotech company developing individualized solutions to children with autism and other neurological conditions. Concurrently, she is a principal of Sverdlov Law PLLC, a boutique law practice focused on estate planning and special needs planning. Katya earned a BA in Economics from Cornell University, holds a Chartered Financial Analyst (CFA) designation, and received her JD from Brooklyn Law School.