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Stephenie Yeh

Estate planning Attorney at New York, NY

5.0   1 review
  • State Years
    New York - NY 11 years
    New Jersey - NJ 11 years
    Hawaii - HI 6 years
  • Licensed for 11 years
    State NY
    Acquired 2013
    Status
    Currently Registered No misconduct found
  • Licensed for 11 years
    State NJ
    Acquired 2012
    Status
    Active No misconduct found
  • Licensed for 6 years
    State HI
    Acquired 2017
    Status
    Inactive No misconduct found

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

About Stephenie

Learn Stephenie’s areas of practice.

Stephenie Yeh is a Senior Associate with Lassar & Cowhey's New York City office. She concentrates her practice in the areas of estate planning and trust and estate administration. Ms. Yeh counsels clients on a wide range of matters including estate tax planning, Medicaid planning, and Special Needs planning. She has extensive experience preparing Wills and special purpose trusts such as qualified personal residence trusts, life insurance trusts, grantor retained annuity trusts, qualified domestic trusts, credit shelter trusts, supplemental needs trusts, and medicaid trusts.

Ms. Yeh also handles the probate and administration of trusts and estates in Surrogate’s Court. She represents beneficiaries and fiduciaries in contested litigation involving compulsory accountings, construction proceedings, and the removal of fiduciaries.

Ms. Yeh has presented on estate planning, estate and trust administration, and elder law issues to the community and to her colleagues. She was recently named to the Super Lawyers “Rising Stars” list in 2018. Ms. Yeh is conversant in Cantonese and Mandarin.

Location

Lassar & Cowhey LLP
750 3rd Ave Fl 11
New York, NY, 10017-2716
Lassar & Cowhey LLP
10 Melville Park Road
Melville, NY, 11747
Lassar & Cowhey LLP
One University Plaza
Suite 400
Hackensack, NJ, 07601
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Reviews

5.0 / 5.0
  1 customer review
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Posted by Lisa R | October 20, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Excellent, knowledgeable, patient, thorough, thoughtful, professional and caring.
This past year was a tough one as we decided to create a medicaid irrevocable trust as our mother was diagnosed with Alzheimer's. We are a very close family and the diagnosis in and of itself has been extremely difficult. Our mother wanted us to get all of the families affairs in order. Our father was resistant because this was his job and he was resisting the changes this would mean but more importantly it meant accepting his wife of 55 years diagnosis. We walked into the Grimaldi & Yeung Law firm with trepidation, fear and some degree of confidence that we were stepping up to the plate and taking care of things. It was not easy and took over a year for us to follow through, due to a lack of trust in what we never dealt with and fear of change. We rushed nothing and with each concern our father had we went to his financial advisor and accountant for reassurance. We had gotten a contract to sign from the law firm and had to give an initial fee and we all wanted to be sure the prices were fair and the recommendations were right for us. We proceeded to read everything and speak with all of the proper authorities regarding the contract and suggestions by Grimaldi law firm. Anyone who does what we did would be smart- especially if they understood little going in. At the same time we were not easy clients. We questioned everything. This is where the review comes in for Stephenie Yeh. I had to first give a lay of the land as you may relate. Stephenie Yeh absolutely and gently blew us away (in the most positive sense). My brother in law had dealt with the same situation with his mother and used a different law firm. He felt that Stephenie explained things that was so much more clear than the lawyers he dealt with. We were so impressed by Stephenie's ability to explain things (over and over again) in laymen's terms so we could really understand. This happened over numerous phone calls and emails before the signing over months and months. The day of the signing when everything was clear, approved and we were just going in to sign, my dad had an emotional block for this all. It was as if he was hearing everything for the first time. He is 85 and in pretty good shape and awareness. With each road block he put up, Stephenie patiently explained things once again to him and in a way that he would be able to comprehend what he was doing and signing. She never made any of us feel rushed and encouraged us to take our time and to make sure we felt comfortable. I actually cannot give greater praise to Stephenie Yeh's mannerism, care and professional knowledge and handling of our families elder care and legal documents. Judith Grimaldi (who came highly recommended from friends) is a seasoned and brilliant lawyer with a very full plate. She saw that we needed more attention then your average client and so I believe she decided to have us work closely with Stephenie Yeh. So I now write one of my first social media reviews ever to thank them for the care in which they handled us and for their ability to listen when we questioned anything along the way. If you are faced with a similar situation regarding your parents or a loved one, I highly recommend Stephenie Yeh at Grimaldi and Yeung, LLP.
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Resume

AVVO RATING 8.2 (Excellent)

Education

  • St. John's University School of Law
  • N/A

Associations

  • New York State Bar Association
  • N/A
  • Asian American Bar Association of New York
  • N/A
  • New York County Lawyers' Association
  • N/A
  • New York City Bar Association
  • N/A
  • Brooklyn Bar Association
  • N/A
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Languages Spoken

  • Cantonese
  • Mandarin
  • English

Honors and Awards

  • Super Lawyers Rising Stars: Trusts and Estates
  • Super Lawyers
  • 2019
  • Super Lawyers Rising Stars: Trusts and Estates
  • Super Lawyers
  • 2018

Speaking Engagements

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New York Estate planning Lawyer Stephenie Yeh
Stephenie Yeh
Estate planning Attorney
New York, NY
Licensed for 11 years