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Richard Joseph Shapiro

Richard Joseph Shapiro

Practice areas:

Estate Planning, Elder Law, Guardianship, Contracts & Agreements, Real Estate, Limited Liability Company (LLC)

About Me

Effective estate, business and asset protection planning can only occur when the client truly understands their goals and objectives. Only then can we engage in a discovery process that can turn the client's hopes and dreams a reality. Our counseling-based approach is designed to make sure that the plan design is client driven, rather than attorney driven. Our maintenance plan helps ensure that the client's plan stays up-to-date though the many legal and life changes that occur over a lifetime.


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Born in Middletown, N.Y., Richard Shapiro is Chair of Blustein, Shapiro, Rich & Barone's Estate Planning, Probate and Elder Law department.  He has pioneered in the Hudson Valley the use of
the “Three Step Strategy™,” a unique process that incorporates an annual
maintenance program as an essential part of a client’s estate plan.  Mr. Shapiro and his team work with local
businesses to create effective “exit” plans as they navigate the complex
financial and emotional issues that arise in managing and transferring
closely-held business interests between and among the entity’s partners or
shareholders.  Mr. Shapiro also counsels
high net worth clients in creating estate plans designed to not only minimize
estate, gift and income tax liabilities, but also ensure that that their values
are passed to future generations as part of a comprehensive “legacy” plan. 


 


A graduate of Cornell University and the
University of Pennsylvania Law School, Mr. Shapiro is a member of the National Network
of Estate Planning Attorneys and the National Academy of Elder Law Attorneys.
Mr. Shapiro writes an estate planning column for the Senior Gazette and is a frequent lecturer on estate planning and
elder law topics to the public as well as to accountants and financial
professionals.  He is actively involved
in community affairs, including two terms as Chairman of the Board of Trustees of
Orange Regional Medical Center from 2006 through 2008, and he is a past
president of the Middletown Bar Association and the Wallkill East Rotary Club

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Practice Areas

Licensed since 1988

  1. Elder Law: 40%
    16 years, 175 cases
  2. Estate Planning: 40%
    16 years, 200 cases
  3. Limited Liability Company (LLC): 5%
    23 years, 100 cases
  4. Real Estate: 5%
    26 years, 400 cases
  5. Other: 10%
  6. More 

Payment

Payment Types:

Check, Credit Card

Attorney Endorsements

5 total 

  • Peter James Gilbert

    I have known Rich as a colleague in National organizations of Estate Planning attorneys, and have collaborated with him on cases that spand both of our states. Rich is a highly competent Estate Planning attorney and I do not hesitate to endorse him.

    More 

    Peter Gilbert Elder Law Attorney
    Relationship: Worked together on matter

  • James Joseph Cupero

    Richard is beyond question the pre-eminent estate planning expert in the Mid-Hudson Valley. I wholeheartedly and without reservation recommend him should you need his services.

    More 

    James Cupero Personal Injury Attorney
    Relationship: Fellow lawyer in community

Contact Info

Blustein, Shapiro, Rich & Barone, LLP

10 Matthews Street
Goshen, NY, 10924

Resume

License

StateStatusAcquiredUpdated
NYCurrently registered 199103/13/2015
PAActive198808/03/2015
DCInactive 198905/25/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
AV Peer Review RatingMartindale-Hubbell2014
Super LawyerSuper Lawyers2012
Ho-Nun-De-Kah Honor SocietyCornell University College of Agriculture and Life Sciences1984

Work Experience

TitleCompany NameDuration
PartnerBlustein, Shapiro, Rich & Barone, LLP2001 - Present
PartnerShapiro & Shapiro, LLP1991 - 2001
AssociatePorter Wright Morris & Arthur1990 - 1991
Associate AttorneyCrowell & Moring, LLP1988 - 1990

Associations

Association NamePosition NameDuration
WealthCounselMember2011 - Present
ElderCounselMember2008 - Present
InKnowvision Advanced Estate Planning InstituteMember2006 - Present
Orange Regional Medical CenterChairman of the Board2006 - 2008
Hudson Valley Estate Planning CouncilDirector2005 - Present
New York State Bar Association, Elder Law SectionMember2000 - Present
National Academy of Elder Law AttorneysMember2000 - Present
National Network of Estate Planning AttorneysMember1999 - 2011
Wallkill East Rotary ClubPresident1999 - 2000
New York State Bar Association, Trusts and Estates Law SectionMember1999 - Present
Orange Regional Medical CenterDirector1998 - 2011
Middletown Bar AssociationPresident1996 - 1997
Brittany Miller FoundationPresident1996 - 1998
Orange County Bar AssociationMember1992 - Present

Publications

Publication NameTitleDate
Inside the Minds: Strategies For Trusts and Estates In New York, 2013 Ed.Chapter Contribution2013
Inside the Minds: Strategies For Trusts and Estates In New York, 2011 Ed.Chapter contribution2011
The Complete Guide To Estate & Financial Planning in Turbulent TimesVarious Chapters2010
New York State Bar Association Trusts & Estates Section NewsletterThe Sale of Assets to a "GDOT" -- An Essential Estate Planning Tool for Sizable Estates2009
The Elder Law ReportEstate Planning For Blended Families2008
The Senior GazetteThe Estate Planning AdvisorN/A

Education

School NameMajorDegreeGraduated
University of Pennsylvania Law SchoolLawJuris Doctor1988
Cornell UniversityCommunicationsBachelor of Science1985

Speaking Engagements

Conference NameTitleDate
National Business InstituteProtecting Assets While Qualifying for Medicaid2014
White Plains, New YorkTop 10 Estate Planning Techniques2012
Drafting Wills & Trusts In New YorkEstate Planning2010
Drafting Effective Wills and TrustsEstate Planning2010
Top 10 Estate Planning TechniquesEstate Planning2009
A Time To Plan -- Unparalleled OpportunitiesEstate, Business and Financial Planning2009
How to Draft Effective Wills and Trusts In New YorkEstate Planning and Will Drafting2008
2008 Spring CollegiumEstate Planning For Blended Families2008
Resolving Legal and Financial Issues in Elder LawElder Law2007
Harrisburg Estate Planning SyposiumGDOTs/IDITs and the Sale of FLP Interests2006
How To Draft Effective Wills and Trusts in New YorkEstate Planning and Will Drafting2005
Elder Law in New York: Legal and Financial IssuesElder Law2005
Elder Law in New York: Legal and Financial IssuesElder Law2004