Tax Planning Attorneys in Westchester County, New York

6 tax planning firms have an office in Westchester County, New York. Each listing carries the firm's practice areas, its Westchester County office and its phone.

State

County

City

Practice Area

All Areas

Planning ahead

Estate Planning17 Tax Planning6 Special Needs Planning11 Asset Protection9 Medicaid Planning10

Settling an estate

Trust Administration9 Probate18 Probate Litigation9 Trust Litigation3

Capacity and care

Elder Law14 Conservatorship1 Guardianship10

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.

6 firms

Cavallo & Cavallo

1293A North Avenue, New Rochelle, NY 10804

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

1-914-235-8500

Enea, Scanlan & Sirignano, LLP

245 Main Street, Suite 500, White Plains, NY 10601

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.

Since 2004Serves 1 countyEstate PlanningProbateElder LawTax PlanningGuardianship+2

1-914-269-2367

Ettinger Law Firm

140 Grand Street, Suite 410, White Plains, NY 10601

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.

Since 1991Serves the whole stateFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawTax Planning+3

1-914-684-6100

Littman Krooks LLP

800 Westchester Avenue, Suite S-436, Rye Brook, NY 10573

Manhattan firm on Avenue of the Americas serving New York City and Westchester County from offices there and in Rye Brook. Takes executors from submitting the will to probate through distribution and final accounting, preparing the court documents and tax returns, and handles estate litigation and contested wills, guardianship, Medicaid planning, and special-needs trusts.

Serves 2 countiesEstate PlanningProbateProbate LitigationElder LawTax Planning+3

1-914-684-2100

Ely J. Rosenzveig & Associates, P.C.

570 Taxter Road, Suite 600, Elmsford, NY 10523

Elmsford firm, formerly in White Plains, guiding Westchester executors through probate in the Surrogate's Court of the county where the decedent lived. Walks the executor through the probate petition and death certificate, publication and citation notice to distributees, inventorying and appraising property, paying creditors, distributing the residue, and filing the estate's income, gift and estate tax returns. Both principals are trained mediators who try to settle beneficiary disputes before litigating them.

Since 2010Serves 1 countyEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

1-914-816-2900

Walsh & Amicucci LLP

1133 Westchester Avenue, Suite S321, White Plains, NY 10604

White Plains trusts-and-estates firm whose six attorneys serve the New York City metro area from one Westchester Avenue office. Handles probate and estate administration for executors, administrators and trustees, trust administration and modification, trust and estate litigation and fiduciary accountings, estate and gift tax, Medicaid protective trusts, and Article 17, 17-A and 81 guardianships.

Serves 13 countiesEstate PlanningTrust AdministrationProbateTrust LitigationElder Law+3

1-914-251-1115

Probate in Westchester County

Probate Court Record

Westchester County Surrogate's Court

Westchester County · 9th Judicial District

Phone

1-914-824-5656

virtualwestchestersurrogatescourt@nycourts.gov

Hours

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

Office

111 Dr. Martin Luther King Jr. Boulevard, 19th Floor, White Plains, NY 10601

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 Westchester County →

Verified October 16, 2026 · Source

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

Tax Planning Firms Serving Westchester County

Adon & Associates, P.C.

2387 Westchester Avenue, Bronx, NY 10461

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.

Serves 4 countiesFree consultationEstate PlanningProbateTax PlanningAsset Protection

1-718-819-1728

Eric M. Kutner, Certified Public Accountant & Attorney at Law

200 Old Country Road, Suite 364, Mineola, NY 11501

Mineola attorney-CPA handling Nassau County estate settlement in the Surrogate's Court. Kutner takes administrators through probate and through the non-probate transfers that sit outside it, including estates holding real property in more than one county, and serves as executor and trustee himself. He also oversees the trust, estate and tax departments of a Manhattan firm as of counsel.

Solo PracticeServes 7 countiesEstate PlanningProbateTax PlanningBusiness LawReal Estate

1-516-248-0650

Jules M. Haas

488 Madison Avenue, Suite 1120, New York, NY 10022

Manhattan solo handling contested and uncontested Surrogate's Court matters across New York City and the surrounding counties: probate and intestate administration, kinship proceedings, will contests, fiduciary accountings, breach-of-fiduciary-duty claims, and estate taxes. Also drafts wills, trusts, and advance directives, and brings Article 81 guardianship proceedings.

Solo PracticeSince 1985Serves 8 countiesFree consultationEstate PlanningProbateProbate LitigationTrust LitigationTax PlanningGuardianship

1-212-355-2575

Korsinsky & Klein LLP

2926 Avenue L, Brooklyn, NY 11210

Brooklyn firm on Avenue L handling probate and estate administration for New York families, with a second office in Manhattan. Walks executors through collecting assets, obtaining the estate EIN, opening the estate account, paying debts and taxes, transferring estate property and closing the estate, and represents administrators distributing an intestate estate under EPTL 4-1.1. Many matters are billed at a flat fee.

Serves 3 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

1-212-257-0199

Leventhal Elias Law PLLC

900 South Avenue, 3rd Floor, Staten Island, NY 10314

Staten Island firm on South Avenue, with a by-appointment Manhattan office, handling estate administration where there is a will and administration where there is not, plus trust administration and trustee and fiduciary guidance. Also drafts wills, pour-over wills, and revocable, irrevocable, and asset-protection trusts, and files community and nursing-home Medicaid applications.

Serves 6 countiesEstate PlanningTrust AdministrationProbateElder LawTax Planning+2

1-718-448-6655

Mishiyeva Law, PLLC

85 Broad Street, 18th Floor, New York, NY 10004

Lower Manhattan practice on Broad Street representing beneficiaries, administrators, executors, heirs, and trustees in Surrogate's Court probate proceedings and will contests across the five boroughs, Long Island, and Westchester. Handles estate administration, ancillary probate for foreign and out-of-state decedents, SCPA 1404 examinations, contested accountings, guardianship, and federal and New York estate tax returns.

Solo PracticeSince 2015Serves 8 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+4

1-646-233-0826

All 15 New York tax planning firms serving Westchester County →

Forms for Planning and Settling an Estate in New York

Free New York forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for New York.

$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 to plan or settle an estate in New York: will and trust costs, probate, executor pay and taxes. Run each tool for New York.

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.

Calculate the Tax

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.

Calculate the Tax

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.

Calculate the Tax

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 the 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.

Calculate Costs

All New York tools

Tax Planning Attorneys in Westchester County, New York

Probate in Westchester County

Westchester County Surrogate's Court

Tax Planning Firms Serving Westchester County

Forms for Planning and Settling an Estate in New York

Revocable Living Trust

Last Will and Testament

Pour-Over Will

Tools for Planning and Settling an Estate in New York

How Much Are Estate & Inheritance Taxes?

What Taxes Apply to My Inheritance?

How Does Step-Up in Basis Work?

When Do I Have to Withdraw an Inherited IRA?

What Does Estate Planning Actually Cost?

Your kids shouldn't have to do this.

Tax Planning Attorneys in Westchester County, New York