Lake Success (Nassau County) firm guiding executors, administrators, trustees and beneficiaries through New York Surrogate's Court — probate, estate and trust administration, and contested estates and objections to a will or to fiduciary conduct. Also handles estate planning, retirement-distribution planning, Medicaid and elder law. Absorbed the Berwitz & DiTata estate practice.

Since 2000Serves 9 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+4

East Setauket (Suffolk County) firm with three more Long Island and Manhattan offices, practicing in trusts and estates, elder law and real estate. Walks executors and administrators through a Surrogate's Court file: the petition to appoint, waivers and consents from distributees under EPTL 4-1.1, Letters Testamentary or Letters of Administration, the estate account and asset inventory, creditor payment, estate taxes, releases and the final accounting. Also handles objections to a will, guardianship, and Medicaid and long-term-care planning.

Since 1995Serves 2 countiesEstate PlanningProbateElder LawGuardianshipSpecial Needs Planning+2

Bronx firm on East Tremont Avenue with an appointment-only New Rochelle office, serving Bronx, Westchester, Manhattan and Queens families since 1989. Walks executors and administrators through filing the will and petition with the Surrogate's Court, getting appointed, notifying heirs, beneficiaries and creditors, collecting and valuing assets, paying debts, taxes and expenses, and distributing what remains. Also takes contested probate - will contests, undue-influence claims, disputes over asset ownership and challenges to executor authority - plus trust administration, guardianships and conservatorships, and Medicaid and special-needs planning. Consultations are free and the firm practices in Spanish.

Since 1989Serves 4 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+6

Setauket (Suffolk County) practice handling probate, estate administration, and trust and estate litigation in the Surrogate's Court, serving Long Island and the New York metro area. Drafts wills, trusts, and special-needs and business-succession plans, and brings adult guardianship proceedings, with phone, virtual, and office consultations offered at no charge.

Solo PracticeSince 2019Serves 7 countiesFree consultationVirtual consultationsEstate PlanningProbateTrust LitigationElder LawGuardianshipSpecial Needs Planning

Brooklyn practice on Columbia Street representing executors and administrators in the Kings, New York, Queens, Richmond and Bronx Surrogate's Courts. It collects waivers and consents from distributees, gets a citation issued when an heir will not sign, opens the estate account and EIN, reviews creditor claims and files the final accounting. The first one-hour consultation is free, online or in person.

Solo PracticeServes 5 countiesFree consultationVirtual consultationsEstate PlanningProbateElder LawTax PlanningGuardianship+4

Garden City firm on Old Country Road serving Nassau, Suffolk, and the New York City boroughs. Works alongside executors and trustees to locate, gather and liquidate assets, notify creditors and review claims within the seven-month Letters Testamentary window, file the decedent's final income and estate tax returns, prepare estate accountings and releases, and distribute to beneficiaries. Three attorneys, led by a Certified Elder Law Attorney, also handling Medicaid planning and applications, special-needs planning, and asset protection.

Since 1991Serves 7 countiesEstate PlanningTrust AdministrationProbateElder LawSpecial Needs Planning+2