Ocean Beach Estate Planning Lawyers

As an Elder Law/ Trust and Estates Attorney, I bring to my practice a strong background working in the field of aging, specifically in Home Care, Geriatric Case Management & Entitlements Advocacy.

The Law Offices of Lawrence Israeloff, PLLC, Tax Attorney. Lawrence Israeloff, Esq., CPA, CFP®, is an experienced solo tax attorney and CPA with offices in New York and Long Island. His practice focuses on federal, state and local individual and business income tax planning, personal financial planning, transactional tax consulting and research, trusts, estates, and gift tax planning, tax return preparation and compliance, tax controversies, business entity formation, planning and compliance, and insurance and retirement planning.

Former Wall Streeter with many years of experience in Finance and Business Management. The skills developed there have translated into a great edge in zealously representing legal clients.

Jack H. Genser, Esq. manages the litigation department of the firm's Elder Law, Estate Litigation and Personal Injury divisions where he directs litigation on behalf of seniors, their families, health care facilities and individuals who have been injured due to the negligence or recklessness of someone else. Mr. Genser is an experienced litigator who has successfully conducted jury and bench trials in Nassau and Suffolk counties as well as all counties of the City of New York. In addition to his in-court expertise, Mr. Genser is well-versed in all areas of alternative dispute resolution, including arbitration and mediation, as a means...

Melissa Negrin-Wiener is a senior partner at Cona Elder Law. Ms. Negrin-Wiener manages the Government Benefits Department, concentrating her practice in the areas of asset protection, Medicaid eligibility planning, estate planning, special needs planning, mediation, guardianships and Veteran benefits. She supervises the preparation of Medicaid Applications for nursing home care, home health care and community benefits, resolves complex Medicaid issues and represents families facing a reduction in Medicaid home care hours and services.

New York estate planning attorney Joseph P. Donlon is the founder of Donlon & Associates, PC. Joe's practice is dedicated to helping clients prevent family strife, reduce taxes, and protect their assets and legacies from lawsuits, creditors, and nursing home costs. He has worked with a wide range of clients during his professional career, from those of modest means with basic needs, to those possessing tens of millions of dollars in assets and requiring sophisticated planning. He is a frequent lecturer and presenter on estate planning topics and is routinely invited to speak before financial institutions, civic groups, and business...

Adam’s practice is concentrated in wills, trusts, estate planning, sophisticated tax planning and generation-skipping transfer planning for high net-worth families, as well as elder law planning. Adam also advises fiduciaries in administering estates and trusts, including the preparation of estate and gift tax returns. Further, he represents fiduciaries and beneficiaries in estate and trust litigation in the Surrogate’s Court. Finally, he represents taxpayers who need a tax lawyer, either for tax consulting or to assist with tax disputes of many different aspects with the Internal Revenue Service (IRS) and New York State (NYS). ? In addition to being an attorney...

Jodi B. Zimmerman focuses her practice on Elder Law and Estate Planning matters including the preparation of Wills, Trusts, Probate and Administration petitions and Guardianships. Ms. Zimmerman brings over 20 years of counseling and business experience to her clients and understands the practice of law is about more than just statutes and rules, it's about the people who need quality representation.
In 1984, Ms. Zimmerman earned her BA in Humanities from Florida Atlantic University and, in 2005 graduated from the Hofstra University School of Law.
Ms. Zimmerman is admitted to practice in the State of New York, as well as the United...

Mr. Falcone has extensive knowledge in estate planning for families of all ages and all income levels, Medicaid Asset Protection for seniors, Special Needs planning for disabled individuals, and Guardianships for incapacitated people. He is well-versed in the preparation and submission of Medicaid applications for both nursing home care and community-based home care all over New York State. He also prepares and executes simple and complex wills and trusts for his clients. Mr. Falcone is a New York State Certified Guardian, Court Evaluator and Attorney for a Guardian. Mr. Falcone is also accredited to practice before the Department of Veterans...

Andrew Lamkin is principal in the law firm of Andrew M. Lamkin, P.C., where he focuses his practice in the areas of elder law, estate planning and special needs planning, including Wills and Trusts, Medicaid planning and estate administration. He is admitted to practice law in New York and New Jersey. Andrew is a member of the New York State Bar Association, Nassau County Bar Association, Suffolk County Bar Association and New Jersey State Bar Association. Andrew is also a member of the Elder Law and Trusts and Estates sections of the Nassau County Bar Association, the Elder Law and Probate...

Barbara M. Pizzolato, P.A., is committed to offering you the kind of personalized, customized legal services you expect and deserve. With 28 years of experience in a multitude of jurisdictions and practice areas, Ms. Pizzolato has mastered the tools and strategies inherent in proper estate planning, allowing her to effectively address the legal issues affecting you, your loved ones and your business. In addition, Ms. Pizzolato is dedicated to forging strong personal relationships with her clients. She will work with you in a collaborative way to guide you through difficult and complicated personal and business matters, and work tirelessly...

Cassandra H. P. Donovan is an accomplished Attorney with a comprehensive background in complex civil litigation. She utilizes her diverse professional background and legal experience to represent clients in various phases of the litigation process. Ms. Donovan’s practice currently focuses on business litigation, trusts and estate, family law, civil litigation and insurance defense. Ms. Donovan has an extensive complex litigation background. For more than a decade, Ms. Donovan defended and managed an extensive caseload, on behalf of major corporate clients, in the Upstate New York Asbestos Litigation. Furthermore, Ms. Donovan has successfully defended officers and directors of housing...