Tax Planning Attorneys in New York

61 tax planning firms in New York, by county and 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.

61 firms

FirmStaten Island, NY

Angiuli & Gentile, LLP

Serves 1 county

Hylan Boulevard firm serving Richmond County families through the Richmond County Surrogate's Court at 18 Richmond Terrace. Files wills with the court, identifies and distributes estate assets, handles debts and tax obligations, and litigates will contests, executor misconduct and trustee breach-of-duty claims. Also brings Article 81 and Article 17-A guardianship petitions when no plan was in place.

PracticesEstate PlanningProbateProbate LitigationTrust Litigationand 9 more

Office: 1493 Hylan BoulevardStaten Island, NY 10305
Phone: (718) 550-0466

Solo PracticeGoshen, NY

Mark G. Aberasturi, Attorney at Law P.C.

Serves 4 counties

Goshen solo practice a few minutes from the Orange County Surrogate's Court, also serving Ulster, Sullivan and Rockland. Walks a surviving spouse or child through being appointed executor or administrator, marshaling scattered accounts, filing the inventory, paying creditors and taxes, filing the decedent's final return and the estate return, and filing the final account with the court. Former chairman of the Orange County Bar Association Elder Law Committee.

PracticesEstate PlanningProbateElder LawTax Planningand 2 more

Office: 30 Matthews StreetGoshen, NY 10924
Phone: (845) 219-5834

Free consultation

FirmBronx, NY

Adon & Associates, P.C.

Serves 4 counties

Bronx firm on Westchester Avenue handling probate and estate administration for executors and administrators, from the initial filing through distributing assets and closing the estate. Also drafts wills, trusts, powers of attorney and advance directives, and handles estate tax planning. Consultations are free.

PracticesEstate PlanningProbateTax PlanningAsset Protection

Office: 2387 Westchester AvenueBronx, NY 10461
Phone: (718) 819-1728

Free consultation

FirmBrooklyn, NY

Beress & Zalkind PLLC

Serves 2 counties

Sheepshead Bay firm on East 14th Street working Kings County estates out of Brooklyn's Surrogate's Court, with a second office in Manhattan. The practice covers probate, administration and all aspects of estate and trust administration, and prepares and files the estate, gift and fiduciary income tax returns that follow — work led by an attorney who is also a practising CPA.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 7 more

Office: 2640 East 14th Street, Suite C1Brooklyn, NY 11235
Phone: (718) 513-3588

Solo PracticePoughkeepsie, NY

Law Office of Rebecca M. Blahut PLLC

Serves 1 county

Poughkeepsie solo practice taking Dutchess County estates through probate and intestate administration. Files the probate or administration petition, marshals and liquidates assets, assesses valid liabilities, prepares and files accountings, and obtains the release or discharge of executors, administrators and trustees. Also petitions for Article 81 guardianship when a family member has lost capacity.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 5 more

Office: 2 Austin CourtPoughkeepsie, NY 12603
Phone: (845) 318-1290

FirmGlens Falls, NY

Bartlett, Pontiff, Stewart & Rhodes, P.C.

Serves 1 county

Glens Falls firm on Washington Street, in Warren County. Advises executors and administrators before the Surrogate's Court, from probating the will and collecting estate assets through paying debts, filing estate and fiduciary tax returns, distributing to beneficiaries and preparing the accounting; also advises trustees and represents individual beneficiaries of estates and trusts.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 6 more

Office: 1 Washington StreetGlens Falls, NY 12801
Phone: (518) 792-2117

Solo PracticeBrooklyn, NY

Bohm Law Firm, P.C.

Since 2011 · Serves 5 counties

Brooklyn firm led by Pinni Bohm with a second office in Times Square, Manhattan. Petitions the New York City Surrogate's Courts for Letters Testamentary and Letters of Administration, advises executors and administrators on their duties, oversees distributions to beneficiaries and heirs, and negotiates with estate creditors. Also litigates will and trust contests, spousal right-of-election disputes, and fiduciary-misconduct claims.

PracticesEstate PlanningProbateProbate LitigationTrust Litigationand 2 more

Office: 1301 Coney Island Avenue, Suite 2ABrooklyn, NY 11230
Phone: (718) 407-4461

Free consultationVirtual consultations

FirmStaten Island, NY

Corash & Hollender, P.C.

Since 1977 · Serves 1 county

Corporate Park of Staten Island firm serving Richmond County executors through the Richmond County Surrogate's Court. Guides executors past the mistakes that create personal liability — misattributed assets, failure to give creditors proper notice, improper distributions — and litigates will contests, contested probate and breach-of-fiduciary-duty claims, preferring negotiation to keep estate disputes out of the public record.

PracticesEstate PlanningProbateProbate LitigationElder Lawand 6 more

Office: 1200 South Avenue, Suite 201Staten Island, NY 10314
Phone: (718) 691-1669

Free consultation

FirmSchenectady, NY

Cioffi • Slezak • Wildgrube P.C.

Since 1995 · Serves 1 county

Schenectady firm on Erie Boulevard representing executors, administrators and trustees before the Schenectady County Surrogate's Court. The practice covers appointment of the fiduciary, collection of assets, informal and judicial accountings, fiduciary and estate tax filings and final distribution, and it also represents beneficiaries on the other side of an administration. Three salaried estate administrators work alongside the attorneys.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 5 more

Office: 1473 Erie Boulevard, 1st FloorSchenectady, NY 12305
Phone: (518) 377-6700

FirmBronx, NY

Cavallo & Cavallo

Since 1989 · Serves 4 counties

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.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office: 3453 East Tremont AvenueBronx, NY 10465
Phone: (718) 822-2203

Free consultation

FirmSyracuse, NY

CDH Law PLLC

Syracuse (Onondaga County) firm representing executors, administrators, trustees and beneficiaries across Central New York in the Surrogate's Courts. Handles probate and estate administration and litigates objections to a will or a trust, alongside estate planning, wills and trusts, and Medicaid trusts.

PracticesEstate PlanningProbateProbate LitigationTrust Litigationand 3 more

Office: 211 Tompkins StreetSyracuse, NY 13204
Phone: (315) 930-4077

FirmBrooklyn, NY

Connors & Sullivan, Attorneys at Law, PLLC

Serves 4 counties

Bay Ridge (Brooklyn) estate and elder law firm with four further offices in Manhattan, Bayside, Middle Village and Staten Island. For executors it files the original will, contacts next of kin, collects assets and prepares income and estate tax returns, and it litigates will contests, contested accountings and contested deed transfers in Surrogate's Court. Also handles wills and trusts, special needs trusts, estate tax and capital-gains planning, and Medicaid and long-term-care planning; the initial consultation is complimentary.

PracticesEstate PlanningProbateProbate LitigationElder Lawand 4 more

Office: 7408 Fifth AvenueBrooklyn, NY 11209
Phone: (718) 238-6500

Free consultation

FirmBinghamton, NY

Coughlin & Gerhart LLP

Since 1898 · Serves the whole state

Binghamton (Broome County) firm tracing its lineage to 1898, with seven New York offices from Ithaca to Walton. Its trusts, estates and elder law group counsels executors, administrators and trustees through estate and trust administration, obtains Letters Testamentary and Letters of Administration, and litigates disputed executor appointments in Surrogate's Court.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 7 more

Office: 99 Corporate DriveBinghamton, NY 13904
Phone: (607) 821-2202

Solo PracticeSyracuse, NY

DeFio Law Firm, PLLC

Since 2003 · Serves 1 county

Syracuse (Onondaga County) practice founded in 2003, with a second office in Baldwinsville. Handles probate and post-death administration for families settling a relative's affairs, alongside wills and trusts, powers of attorney and health care proxies, and Medicaid asset protection planning such as placing the family home into a protection trust. Also does business succession and real estate work — contract review, title searches and closings. Consultations are free.

PracticesEstate PlanningProbateElder LawTax Planningand 4 more

Office: 774 State Fair BoulevardSyracuse, NY 13209
Phone: (315) 488-7339

Free consultation

FirmRochester, NY

Evans Fox LLP

Serves 1 county

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.

PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 8 more

Office: 100 Meridian Centre Boulevard, Suite 300Rochester, NY 14618
Phone: (585) 787-7000

FirmWhite Plains, NY

Enea, Scanlan & Sirignano, LLP

Since 2004 · Serves 1 county

White Plains elder law and estate firm with a second office in Somers, serving the greater Westchester County area through the Surrogate's Court. Files the will and petitions for letters testamentary, values estate assets, notifies beneficiaries, works with the family accountant on estate tax returns and distributes the estate; where there is no will, petitions for letters of administration instead. Nine attorneys, and its guardianship practice covers Article 81 guardianship of an incapacitated adult as well as 17-A special needs guardianships.

PracticesEstate PlanningProbateElder LawTax Planningand 3 more

Office: 245 Main Street, Suite 500White Plains, NY 10601
Phone: (914) 269-2367

FirmAlbany, NY

Ettinger Law Firm

Since 1991 · Serves the whole state

New York elder law and estate planning firm working from twelve offices — Albany, five on Long Island, three in the Mid-Hudson Valley, New City and White Plains, and Staten Island. Guides executors and families through probate and estate administration, and handles trusts built to keep an estate out of Surrogate's Court, Medicaid asset protection, Medicaid applications and estate tax savings. Nine lawyers and seventeen paralegals and support staff, practicing since 1991; consultations are no-cost, virtual or in person, and the firm takes uncontested probate only.

PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more

Office: 125 Wolf Road, Suite 225Albany, NY 12205
Phone: (518) 459-2700

Free consultationVirtual consultations

FirmMalone, NY

Fischer, Bessette, Muldowney & McArdle, LLP

Serves 5 counties

Malone (Franklin County) firm serving the North Country for over 75 years, with offices in Tupper Lake and Saranac Lake. Handles probate administration and contested wills — undue influence, capacity and executor-misconduct disputes — and drafts wills, trusts, powers of attorney, health care proxies and special needs trusts. Estate consultations are free.

PracticesEstate PlanningProbateProbate LitigationTrust Litigationand 2 more

Office: 43 Golf Course RoadMalone, NY 12953
Phone: (518) 481-5000

Free consultation

Solo PracticeBrooklyn, NY

New York Legacy Lawyers by Yana Feldman and Associates

Serves 1 county

Sunset Park firm handling Kings County probate and administration from a single Brooklyn office. It petitions the Surrogate's Court to get an executor or administrator appointed, works through intestate distribution under EPTL 4-1.1, and takes on will contests where a beneficiary objects to the appointment or to the document itself. Also brings Article 81 guardianship proceedings for incapacitated adults.

PracticesEstate PlanningProbateProbate LitigationElder Lawand 5 more

Office: 132 32nd Street, Suite 301Brooklyn, NY 11232
Phone: (718) 713-8080

FirmSmithtown, NY

Fratello Law

Serves 3 counties

Smithtown firm filing for Suffolk County families in the Suffolk County Surrogate's Court at Riverhead, with a second office covering Nassau's court in Mineola. Gets executors their letters testamentary so banks will release funds and real property can be sold, and handles administrations where there is no will as well as small estates.

PracticesEstate PlanningProbateElder LawTax Planningand 5 more

Office: 26 Landing AvenueSmithtown, NY 11787
Phone: (631) 406-5580

Free consultationVirtual consultations

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Estate planning attorneys in New York average $448 an hour for wills and estates work. A flat-fee package runs $1,344 to $2,688 for a simple individual will and $4,250 to $6,375 for a basic revocable trust. An online service prices the same documents in the tens to low hundreds of dollars; the New York will cost calculator sets the two side by side.

In New York, estates with personal property of $50,000 or less use the Voluntary Administration, a court filing short of full probate. That route is a form rather than a court case, and most families handle it without an attorney. Above the line, formal probate generally benefits from counsel for the procedural work, even when nothing is contested. The New York probate calculator estimates the cost by estate value.

In New York, the situations where counsel is typically worth the cost are: a blended family with children from a prior relationship; a business, rental property or significant investment assets; a dependent with special needs, who needs a special-needs trust to keep benefits; an estate near or above the New York estate tax threshold of $7,350,000; substantial property in more than one state. Where none of these apply, an online or self-help document is often enough.

New York splits the two: probate attorney fees of typically 2.5% to 4% of the estate, but the executor's compensation follows a statutory schedule, about $19,000 on a $500,000 estate. That makes the executor's share predictable, which helps when a family member serves and is unsure what to charge.

Filter the directory by county and by the practice area you need, and look for experience with your situation; a board certification in estate planning, trust or probate law is a strong signal. Most New York estate planning attorneys offer an initial consultation, some free and some for a flat fee. Ask up front whether the firm bills by the hour or by package, and what your situation is expected to cost.

Tax Planning Attorneys in New York

New York attorneys average $448 an hour for wills and estates work. A basic will from an attorney runs $1,344–$2,688; online services cost $30–$300.

New York imposes its own estate tax separate from the federal one, kicking in well below the federal exemption. Estates near the state threshold benefit from real planning — not because every family needs it, but because the line is lower than people expect.

Estates under $50,000 in New York can use a simplified affidavit instead of formal probate. Most families in that range can handle it without retaining counsel.

SimplyTrust Editorial·Updated October 15, 2026

Legal Sources

Data sourced from New York statutes and official state code. How we research.

Forms for Planning and Settling an Estate in New York

Free New York forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Free

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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Free

Pour-Over Will

In New York, a pour-over will is signed before 2 witnesses and moves anything left outside the trust into it through probate.

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All New York forms

Tools for Planning and Settling an Estate in New York

Free calculators and checklists for planning or settling an estate in New York: will and trust costs, probate, executor pay, and inheritance taxes.

How Much Are Estate & Inheritance Taxes?

New York levies an estate tax above $7,350,000 (top rate 16%) and no inheritance tax; the federal estate tax applies above $15,000,000.

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What Taxes Apply to My Inheritance?

In New York, beneficiaries owe no inheritance tax and the estate pays any estate tax above $7,350,000; probate assets arrive when the estate closes, 7 months to 9 months for a simple estate.

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How Does Step-Up in Basis Work?

Inherited assets in New York take a basis reset to fair market value on the date of death, and the gain on a later sale faces ordinary income tax at the state's regular rates.

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When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

Check Withdrawal Rules

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.

Compare Costs

All New York tools