From Planning to Probate
Personalized Legal Care at Every Phase of Life

About Us

Welcome to
Estate Planning Law Group
Steven Katz & Associates

At the Estate Planning Law Group, we understand the importance of securing your legacy and providing peace of mind for you and your loved ones. Our experienced team will work with you to create a customized plan that meets your unique needs and goals.  We pride ourselves on being compassionate, professional, and efficient, and we are committed to helping you plan for the future with confidence.

Services

Estate Planning

Estate planning with a trusted attorney can ensure that your wishes are carried out after your lifetime. We can also help you plan for potential incapacity, reduce taxes, and avoid probate.  With proper planning, you can provide for loved ones who are unable to manage their own affairs, protect your assets from future creditors, and appoint agents for power of attorney and healthcare directives.

Medicaid

Medicaid planning can help preserve your assets for your loved ones and avoid depleting your savings on long-term care costs.  Our firm will help you navigate the complex rules and regulations surrounding Medicaid.  We will work with you to enable your eligibility for Medicaid, assist with the application process, and employ strategies for protecting your assets while still qualifying for benefits.

Probate / Estate Administration

Probate and estate administration begins with petitioning the court for letters testamentary or letters of administration, and concludes with distributing the assets of the estate. We prepare and file the necessary paperwork, represent you in court, and advise you in your role as executor or administrator. We also help you pay debts and taxes, and distribute the remaining assets to the beneficiaries in accordance with the terms of the will or state law.

Guardianships

A guardianship allows a person to make decisions on behalf of an incapacitated individual, usually a loved one. Our firm can help with the guardianship process by explaining the legal requirements and procedures, assisting with the necessary paperwork and court filings, and representing you in court. We can also advise you on alternatives to guardianship, such as powers of attorney or trusts.

Managing Attorney

Hi, I’m Steven Katz, founder and managing attorney of the Estate Planning Law Group.  I’m admitted to practice in New York and New Jersey, where I’ve spent the better part of a decade providing for my clients’ lifecycle planning and trust and estates administration needs.  Matters involving life and money can be nuanced, complex, and even emotionally-charged.  I strive to provide a steady hand in navigating the journey.  In over 20 years working with clients, I’ve focused on trust building, negotiation, and multifaceted solutioning.  I look forward to meeting you and discussing your plans for the future.

The Estate Planning Law Group
Your legacy starts here.

Testimonials

See What
Our Clients Say About Us

‘‘

The attorney was extremely thorough in his work, and made sure that every aspect of our estate plan was tailored to us personally. The entire practice was very efficient, and they were able to guide us through the entire Medicaid qualification process.  They helped us preserve many more of my mom's assets then we thought possible.

‘‘

I recently worked with the Estate Planning Law Group on creating a comprehensive estate plan for my family, and I couldn't be happier with the service we received. From the very beginning, the attorneys and staff were professional, knowledgeable, and compassionate. They took the time to listen to our concerns and thoroughly explain all of our options.  They were always available to answer our questions and address any concerns we had.

‘‘

I couldn't be happier with the service I received. They are true professionals who are dedicated to their clients and their well-being. I highly recommend the Estate Planning Law Group to anyone in need of estate planning services.

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Woodcliff Lake, NJ
White Plains, NY
MetroTech Center, Brooklyn
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