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At Katz Elder Law, we handle a full range of estate and legacy matters, from estate planning and probate administration to more complex planning and business succession strategies.
We work closely with you to develop customized plans that protect your legacy and provide clarity for the future. We are practical and responsive in our approach, offering clear advice, efficient service, and strong advocacy when it matters most.
Estate planning with a trusted attorney can ensure that your wishes are carried out after your lifetime. We can also help you plan for potential incapacity, reduce taxes, and avoid probate. With proper planning, you can provide for loved ones who are unable to manage their own affairs, protect your assets from future creditors, and appoint agents for power of attorney and healthcare directives.
Medicaid planning can help preserve your assets for your loved ones and avoid depleting your savings on long-term care costs. Our firm will help you navigate the complex rules and regulations surrounding Medicaid. We will work with you to enable your eligibility for Medicaid, assist with the application process, and employ strategies for protecting your assets while still qualifying for benefits.
Probate and estate administration begins with petitioning the court for letters testamentary or letters of administration, and concludes with distributing the assets of the estate. We prepare and file the necessary paperwork, represent you in court, and advise you in your role as executor or administrator. We also help you pay debts and taxes, and distribute the assets to the beneficiaries in accordance with the terms of the will or state law.
A guardianship allows a person to make decisions on behalf of an incapacitated individual, usually a loved one. Our firm can help with the guardianship process by explaining the legal requirements and procedures, assisting with the necessary paperwork and court filings, and representing you in court. We can also advise you on alternatives to guardianship, such as powers of attorney or trusts.
Hi, I’m Steven Katz, founder and managing attorney of Katz Elder Law. I’m admitted to practice in New York and New Jersey, where I’ve spent the better part of a decade providing for my clients’ lifecycle planning and trust and estates administration needs. Matters involving life and money can be nuanced, complex, and even emotionally-charged. I strive to provide a steady hand in navigating the journey. In over 20 years working with clients, I’ve focused on trust building, negotiation, and multifaceted solutioning. I look forward to meeting you and discussing your plans for the future.
The attorney was extremely thorough in his work, and made sure that every aspect of our estate plan was tailored to us personally. The entire practice was very efficient, and they were able to guide us through the entire Medicaid qualification process. They helped us preserve many more of my mom's assets then we thought possible.
I recently worked with them on an estate plan for my family and had a very good experience. The attorney and staff were professional, knowledgeable, and easy to work with. They took the time to understand our situation and explain our options in a way that made sense. They were also responsive whenever we had questions or needed clarification.
Steven Katz prepared a revocable trust, a will and a power of attorney for me. The entire process was smooth and cordial. Steve was easy to speak with, informative and helpful. He answered questions and made suggestions in plain English. The people in his office with whom I dealt were, likewise, helpful and cordial. I felt well advised and well served and recommend Steven Katz without reservation.
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