Best Estate Planning in New York

James J. DeCristofaro, Esq

Estate Planning Lawyer

This means I practice commercial litigation, commercial law, business litigation, and business law, and I am headquartered in New York, New York.

I have aggressively represented both plaintiffs and defendants in business disputes for over 15 years to get results for my clients. As a New York business attorney, I have resolved over $100 million in business disputes; also as a New York business attorney, I work on transactional documents, including formation documents like limited liability company operating agreements, articles of incorporation, bylaws, purchase and sale documents (both stock and asset), confidentiality agreements, trade secret agreements, work for hire agreements, employment agreements, consulting agreements — just about every business or commercial agreement there is.

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I have represented clients in cases in many states in the United States in federal court, state court, arbitration, mediation, before federal court judges, federal court magistrates, state court judges, referees, arbitrators, and mediators.

I have also represented clients and consulted with clients in international disputes.

Russel Morgan

Estate Planning Lawyer

At the Morgan Legal Group PC, our focus is tailored to each client’s specific needs and requests. Our team of trained professionals can handle complex legal matters and take pride in providing qualitative personalized service. In addition, unlike many large assembly-line law firms, the client gets to speak to an attorney whenever they have a question.

Our strength is our ability to work hand in hand with our clients and achieve our common goals together in a fast-paced environment, whether your needs or urgent.

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Our team takes pride in promptly returning any and all phone calls, emails, and other inquiries from each of our clients on the same day or at the time the client requests.

Gabriel Katzner

Estate Planning Lawyer

Gabriel Katzner has a track record, along with a vast number of outstanding public reviews across platforms, of working hard on behalf of individuals who need assistance with comprehensive estate planning services. Finding a lawyer who is knowledgeable about revocable and irrevocable trust planning, guardianship for minor children, asset protection, trust administration and probate, as well as Medi-Cal / Medicaid planning is extremely important.

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When you need assistance with your estate planning, you want to know that you are in the hands of someone who has experience working on behalf of other people in similar situations. It’s never fun working with a lawyer if this is their first time doing something. The decision about how you will pass things on to your loved ones is extremely important and it is one that should be thought through carefully, considering all of the potential legal and tax ramifications. Consulting with a knowledgeable estate planning lawyer is imperative in this situation. Gabriel Katzner personally meets with each and every one of his clients, you’ll never be passed off to someone else. When you need assistance in the form of caring and compassionate legal advice, from someone who is up to date on all of the most relevant changes in state and federal estate planning, consulting with a lawyer like Gabriel Katzner will give you the peace of mind that your individual goals and concerns have been addressed in a clear and compelling estate plan.

Inna Fershteyn

Estate Planning Lawyer

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Inna Fershteyn, Esq. has received many prestigious industry awards in addition to her status as the most highly rated and recommended estate planning and medicaid fraud attorney in the New York area. Inna has been named to the 2023 New York Metro Super Lawyers list,a prestigious distinction.

Roman Aminov, Esq.

Estate Planning Lawyer

Roman Aminov, Esq. is an estate planning and elder law attorney with an office in Kew Garden Hills and Brooklyn, NY. Having been raised in Forest Hills and Jamaica Estates, Mr. Aminov is involved in the promulgation of civic and communal life in Queens through his long standing and continuous involvement in various non profit organizations. He is a regular columnist in the Chazaq Magazine and the Jewish Home, writing on estate planning and elder law topics. He has also been a guest lecturer for the Orthodox Union on estate planning. Mr. Aminov is also an adjunct professor in the paralegal department of Bramson-Ort, teaching a course in estate planning and estate administration.

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Roman Aminov graduated magna cum laude with a B.S. in Real Estate Development from Baruch College and received his J.D. from St. Johns School of Law, where he focused on trusts and estates. He is licensed to practice in the courts of New York State and has been selected as a Super Lawyer Rising Star in 2016.

With a concentration in estate planning, elder law, and probate, Mr. Aminov understands the needs of his clients and is focused on solving difficult problems that accompany planning for estate administration, planning for Medicaid long term care, or dealing with the loss of a loved one.

Regina Kiperman, Esq

Estate Planning Lawyer

Prepares estate planning documents (from basic to complex), including, but not limited to: Wills, various Trusts (e.g.: Revocable, Irrevocable, Life Insurance, Charitable, and/or Personal Residence), and Advance Directives;
Prepares Petitions for Probate and/or Estate Administration to help fiduciaries obtain Letters Testamentary, Limited Letters Testamentary, Letters of Administration, c.t.a., Letters of Administration, d.b.n., or Letters of Administration;
Counsels fiduciaries (e.g.: executors, administrators, trustees, and guardians) on the administration and taxation of their (or their ward’s estates;

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Advises trustees and trust beneficiaries on the administration and taxation of trusts;
Represents family members in kinship proceedings to prove their right to inherit property;
Represents individuals in contested and uncontested guardianship proceedings, including Article 81, Article 17, Article 17A;
Represents individuals in estate and trust litigation, including will contests, turn-over proceedings, and contested accountings;
Advises individuals on elder law issues including reviewing existing care plans and long-term care insurance policies, and assesses possibility of Medicaid planning (community and institutional);
Advises disabled individuals and their family members on special needs planning; and;
Negotiates with NYC Human Resources Administration to reduce or eliminate various “Medicaid claims”

Kamilla Mishiyeva Esq

Estate Planning Lawyer

Kamilla Mishiyeva, Esq., is the founding attorney of Mishiyeva Law, PLLC. Her practice concentrates on New York probate, estate, and trust matters. Kamilla has had the pleasure of meeting a wide spectrum of clients throughout the five boroughs including Brooklyn, Queens, Manhattan, Staten Island, and the Bronx. She’s also well versed in working with out-of-state clients.
Her practice has had a major focus in creating trusts for clients, probate administration, estate litigation, and working with beneficiaries in intestate cases. She has successfully represented estates, heirs, grantors, administrators, trustees, and executors.

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J.D. and Licensed New York State Attorney
Admitted in Eastern District of New York
Admitted in Southern District of New York
New York State Bar Association
Brooklyn Bar Association
Queens Bar Association

Vlad Portnoy, Esq.

Estate Planning Lawyer

Vlad Portnoy is an attorney in New York City with a concentration in Wills, Trusts & Estates, Special Needs Planning, and Elder Law (including Medicaid planning, and Guardianships). A native Russian speaker, he is certified by the New York State Court System as a Russian-speaking court translator.

Mr. Portnoy is a member of the Elder Law and Trusts & Estates sections of the New York State Bar Association, New Jersey Bar Association, American Bar Association’s Estate Planners and Administrators Section, and New York City Bar Association.

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He is a former member of New York City Bar Association’s Trusts, Estates and Surrogate’s Court Committee, and former Secretary of the NYCBA’s Committee on Legal Problems of the Aging (Elder Law). Mr. Portnoy is admitted to practice in New York, New Jersey and in the United States District Court for the District of New Jersey. He serves on the Board of Russian Speaking Business Attorneys of New York (RUSBAN), as well as several businesses and non-profit organizations.

Through frequent lectures on estate planning and elder law, and by contributing articles to various English and Russian language print and online publications, Mr. Portnoy aims to educate the community on all aspects of estate and asset protection planning ranging from government benefit entitlement programs to high net worth individuals and family offices.

Jules M. Haas

Estate Planning Lawyer

Today, more than anything, Jules enjoys being successful on behalf of a client. “I enjoy helping clients resolve their legal issues successfully,” he notes, “especially when things looked bad at the outset.”

His positive attitude and determination are a couple of things that helped Jules graduate in the top 10% of his class at New England School of Law in Boston where he also served on Law Review. While in college, Jules was the local winner in a national contest sponsored by the United Nations Association. That essay appears in the Congressional Record.

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As a student, Jules enjoyed history, politics, English, political science, and learning about the workings of government. He was fortunate that his Grandfather Lew Haas – a New York City Alderman and the man responsible for passing legislation that required Manhattan taxis to display medallions – helped Jules gain a hands-on understanding of the local political machinery. That proximity to government led Jules to become involved with various political campaigns and, during law school, to work for a State Senator.

Inna Fershteyn Esq.

Estate Planning Lawyer

Mrs. Fershteyn is the founder and principal of the firm. She graduated from New York University, Magna Cum Laude with a degree in Music, Business and Technology and went on to earn her Juris Doctor Degree, Cum Laude from Yeshiva University’s Benjamin N. Cardozo School of Law. Since graduating, she has worked with thousands of clients who range from individuals and entrepreneurs to privately held companies and large estates to help them achieve their legal goals.

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Mrs. Fershteyn has over 23 years of experience working as an attorney. Her law practice focuses on Elder Law, Trust and Estate Planning, Asset Protection, Business Continuation Planning, and Medicaid Planning. As New York top Elder Care Planning attorney, she works with clients to set up comprehensive financial and asset protection plans in order to protect their estates from creditors and helps individuals and businesses account for business continuation planning.

Prior to opening her law practice, Ms. Fershteyn worked in the corporate finance department of Bryan Cave, LLP where she counseled and structured transactions for large multi-national and publicly traded corporations and later at Heller Ehrman White and McAuliffe, LLP where she served as head of the Associate Committee and joined the Trust & Estates department.

Jason D. Jones, Esq.

Estate Planning Lawyer

Jason D. Jones, Esq., our office’s founder, opened our office in 2018 after working for well over a decade in trusts & estates, estate administration, and taxation matters in both international and domestic estate planning areas. With B.A and M.A. degrees from Yale University and University of Chicago, Mr. Jones worked as a corporate paralegal at Morgan Lewis & Bockius LLP, specializing in airline lease transactions and other corporate matters. Mr. Jones also worked as the sole non-native Japanese paralegal at the former Komatsu Koma Nishikawa LLP, located in Tokyo, Japan, while on scholarship to complete work on his master’s thesis.

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Upon his return to the United States, Mr. Jones worked as a paralegal at Morrison Foerster LLP and at Loeb Block LLP, a boutique firm specializing in international trusts & estates matters for high net worth foreign individuals. While at Loeb Block LLP, Mr. Jones began his study at Fordham Law School and developed his interest in all trusts & estates related matters, including advanced work in estate taxation. During the summers as a law student, Mr. Jones interned at both the Queens County Surrogate’s Court, among other places, to augment his practical experience.

Natalia A. Sishodia, Esq., LL.M.

Estate Planning Lawyer

Natalia A. Sishodia is an experienced New York City attorney committed to creating individualized solutions for clients in the areas of real estate law, business law, elder law, estate planning and taxation. She’s fluent in English and Russian and has worked with clients from around the world including Russia, Switzerland, Japan, Canada, the UK, UAE, India, Turkey, China, South Korea, Italy, France, Singapore, Bulgaria and Ukraine with legal problems that needed to be solved in New York City. Ms. Sishodia is a trusted counsel for many high-net-worth individuals, celebrities, businesses and some of the nation’s largest mortgage lenders.

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Focusing on high-end real estate transactions for both domestic and international clients, Ms. Sishodia is experienced in all facets of the real estate process-including condo and co-op purchases and sales, single family to multifamily home purchases and sales, purchases of newly developed properties, conversions, deed transfers, leasing, lending and 1031 tax deferred exchanges. Natalia has successfully negotiated and closed hundreds of transactions in New York. Her meticulous planning earns her a well deserved reputation for producing “stress-free” closings for her clients.

Ira K. Miller

Estate Planning Lawyer

Ira Miller was on the Executive Board of the Elder Law Section of the New York State Bar Association for over eight years.

He has been an active member of the Guardianship and Fiduciary subcommittee of the Elder Law Section and has written numerous articles on Guardianship, Elder Law, and Estate Planning for the Elder Law Section.

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He has also been a speaker at many section meetings and continuing education seminars. Ira Miller is the founding Chair of the Brooklyn Bar Association Elder Law committee, and has also spoke for the Brooklyn Bar Association on topics ranging from Elder Law to Guardianship. Ira Miller, has served as office for the Elder Law Section of the New York State Bar, holding positions as Treasurer, Secretary and Vice Chair of the Elder Law Section.

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Estate planning law is a legal area that deals with the preparation and organization of an individual’s assets and affairs to ensure their smooth distribution and management upon their death or incapacitation. It involves the creation of legally binding documents such as wills, trusts, powers of attorney, and advance healthcare directives. The primary goal of estate planning is to protect one’s assets, minimize tax liabilities, and provide for the well-being of beneficiaries.

Through estate planning, individuals can dictate how their assets should be distributed among their loved ones and charities, avoiding potential disputes and ensuring their wishes are carried out. Additionally, it enables them to appoint guardians for minor children and designate trusted individuals to make financial and healthcare decisions on their behalf in case they become unable to do so.

Estate planning law is subject to various state and federal regulations, which may impact the validity and enforceability of estate planning documents. Consulting with an experienced estate planning attorney is crucial to ensure that all legal requirements are met and that the individual’s intentions are accurately reflected in the documents. By proactively engaging in estate planning, individuals can secure their legacy, protect their loved ones, and achieve peace of mind concerning their financial matters.