Special Needs Planning Attorneys in Rochester, New York

4 special needs planning firms have an office in Rochester, New York. Each listing carries the firm's practice areas, its Rochester office and its phone.

State

County

City

Practice Area

All Areas

Planning ahead

Estate Planning9 Tax Planning6 Special Needs Planning4 Asset Protection3 Medicaid Planning7

Settling an estate

Trust Administration8 Probate9 Probate Litigation5 Trust Litigation2

Capacity and care

Elder Law7 Guardianship6

Firm Type

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.

4 firms

Abrams Fensterman, LLP

2280 East Avenue, First Floor, Rochester, NY 14610

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

1-585-218-9999

Evans Fox LLP

100 Meridian Centre Boulevard, Suite 300, Rochester, NY 14618

Rochester firm whose trust and estate probate and administration group handles Surrogate's Court proceedings for Monroe County families. For an executor the work runs to setting a timeline, identifying the interested parties, ranking creditor priority, accounting to beneficiaries, and filing fiduciary and estate tax returns. Its litigation group takes on will objections and accounting disputes when a proceeding turns contested.

Serves 1 countyEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+7

1-585-787-7000

Rochester Elder Law

3445 Winton Place, Suite 222, Rochester, NY 14623

Rochester elder-law and estate practice (formerly Dutcher & Zatkowsky) working out of The Design Center Building on Winton Place in Monroe County. Guides executors, trustees and other fiduciaries through the Surrogate's Court process — filing the will and required paperwork, managing estate assets and debts, handling disputes or challenges to the will, and distributing to beneficiaries after the seven months the court requires an estate to stay open for creditor claims. The firm states that no attorney in Monroe County has brought more Article 81 guardianships.

Serves 1 countyEstate PlanningTrust AdministrationProbateElder LawTax Planning+4

1-585-256-0090

Torres Law Office, P.C.

70 Linden Oaks, Suite 220, Rochester, NY 14625

Boutique Rochester firm on Linden Oaks that takes trust and estate work only. It represents executors and administrators through an estate settlement, preparing the probate and administration documents, collecting and valuing assets, distributing estates and trusts, and drawing the accountings and informal or formal settlement documents that end it, and separately advises beneficiaries who want their own counsel during someone else's administration. Three non-attorney staff work full time on administration files.

Serves 1 countyEstate PlanningTrust AdministrationProbateTax PlanningGuardianshipSpecial Needs Planning

1-585-730-8207

Rochester is in Monroe County.

More Special Needs Planning Firms in Monroe County

Morgenstern DeVoesick Kroll Proukou PLLC

1080 Pittsford Victor Road, Suite 100, Pittsford, NY 14534

Pittsford firm whose practice is confined to estate administration, estate planning and elder law, serving Monroe County families through the Surrogate's Court. It handles probate filings and letters testamentary, asset collection, creditor claims and distribution, including contested administration proceedings where relatives dispute who should control the estate. Most estate administrations are billed at a flat fee rather than hourly.

Serves 1 countyEstate PlanningProbateProbate LitigationElder LawGuardianship+3

1-585-672-5500

The Law Office of Michael Robinson, P.C.

1163 Pittsford-Victor Road, Suite 120, Pittsford, NY 14534

Pittsford practice serving Rochester, Naples and the Finger Lakes, opened by Michael Robinson in 1986 and concentrated on estate planning. Guides executors, personal representatives and trust administrators through probate and trust administration, and represents beneficiaries and heirs, alongside Medicaid and special needs planning.

Solo PracticeSince 1986Serves 2 countiesEstate PlanningTrust AdministrationProbateElder LawGuardianship+2

1-585-374-5210

All 2 special needs planning firms in Monroe County →

Probate in Monroe County

Probate Court Record

Monroe County Surrogate's Court

Monroe County · 7th Judicial District

Phone

1-585-371-3310

Hours

Monday-Friday 9:00 AM-5:00 PM

Office

Hall of Justice, 99 Exchange Boulevard, 5th Floor, Room 541, Rochester, NY 14614

Website

Court website →

E-filing

Required for attorneys

Self-represented filing

Allowed

Self-help forms

Court forms packet

Open in Google Maps

How to file probate in Monroe County →

Verified October 16, 2026 · Source

Do I need a lawyer for probate in Monroe County? →Settling an estate in Monroe County →

Forms for Planning Your Estate in New York

Free forms for planning your estate in New York: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for New York.

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Revocable Living Trust

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Financial Power of Attorney

New York treats a power of attorney as durable by default, and it is signed before 2 witnesses and a notary.

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Last Will and Testament

In New York, a will is signed before 2 witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimony.

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All New York forms

Tools for Planning Your Estate in New York

Free tools for planning your estate in New York: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for New York and read its answer.

How Much Does a Revocable Living Trust Cost?

An attorney-prepared revocable living trust in New York runs $4,250 to $6,375 for an individual, against $0 to $549 up front plus a subscription with an online service.

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How Much Life Insurance Do I Need?

In New York, four years at a public university cost about $101,592 and the cost of living is 8% above the U.S. average; the state levies an estate tax above $7,350,000.

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What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in New York runs $4,250 to $6,375 and a simple will $1,344 to $2,688, against $0 to $549 up front plus a subscription with an online service.

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Are My Beneficiary Designations Protected?

New York automatically revokes an ex-spouse as beneficiary at divorce; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.

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All New York tools

Special Needs Planning Attorneys in Rochester, New York

More Special Needs Planning Firms in Monroe County

Probate in Monroe County

Monroe County Surrogate's Court

Forms for Planning Your Estate in New York

Revocable Living Trust

Financial Power of Attorney

Last Will and Testament

Tools for Planning Your Estate in New York

How Much Does a Revocable Living Trust Cost?

How Much Life Insurance Do I Need?

What Does Estate Planning Actually Cost?

Are My Beneficiary Designations Protected?

Your kids shouldn't have to do this.

Special Needs Planning Attorneys in Rochester, New York