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James S Kaplan

Guardianship Attorney at New York, NY

4.0   8 reviews

also known as Jim Kaplan

  • State Years
    New Jersey - NJ 31 years
    Florida - FL 43 years
    New York - NY 47 years
  • Licensed for 31 years
    State NJ
    Acquired 1991
    Active No misconduct found
  • Licensed for 43 years
    State FL
    Acquired 1980
    Member in Good Standing No misconduct found
  • Licensed for 47 years
    State NY
    Acquired 1976
    Currently Registered No misconduct found

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

About James

Learn James’s areas of practice.

Practice areas
  1. Guardianship
    contested litigation; Representing AIP's or challenges to guardian misconduct

    9 years, 10 cases

  2. Probate
    Specialize in estate litigation, in addition to handling general probate and administration matters

    28 years, 25 cases

  3. Estate planning
    Specialty in drafting wills, trusts, and provide tax advice for high net worth individuals with respect to their estate plan

  4. Tax
    Generally representing clients for state and federal audits and offers in compomise; formerly Consulting Special tax counsel to New York City Corporation Counsel office.

    38 years, 20 cases

  5. Employee benefits
    Specialty in representing state and local government employees in pension and tax matters

Contact James

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Greenberg & Kaplan, LLP
390 Fifth Avenue
Suite 900
New York, NY, 10018
Office Satellite
390 5th Ave
New York, NY, 10168
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4.0 / 5.0
  8 customer reviews
5 Star
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1 Star
Posted by Violet | October 10, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Great Service!
I was in a difficult litigation for over two years. Jim and his staff worked very hard and with enthusiasm to try to get justice for my daughter and I. Jim's superior knowledge of tax gave my case a great advantage. He is an excellent lawyer and a person of integrity.
Posted by Kevin | October 2, 2018
This review is from a person who hired this attorney.
| Hired Attorney
IRS Appeal : Stellar results, reasonable fees
Just briefly, I had big issues with my Federal tax return from when I worked as an expat and my UK accountants made an error and I didn't get the foreign tax credits I was due. The process took over a year to settle and there were many times that it looked hopeless, but Jim Kaplan and Sal Candela, Jim's associate that took on my case, never gave up and we just settled with the IRS, which was a very unlikely outcome. The rates were in my opinion, very reasonable and the work outstanding. Here's the note I sent back to Jim Kaplan, if it helps: "Hi Mr. Kaplan, Indeed the process was long and frustrating, but Sal Candela was a star. He went above and beyond at every turn, even when earlier this year, it appeared very unlikely there would be any upside to this IRS appeal. He's got a very difficult job, but he never lost his composure and quite frankly, had to keep me calm through most of the process. Sal kept pushing to move forward, even when over the summer I told him that I was done and I wanted to give up and just move on. Thank you for providing me such stellar, steadfast support and guidance through the unending maze of process, paperwork and procedure, that is the United States IRS."
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Posted by Tin | March 31, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Truly exceptional service
I was battling the IRS for a false claim in excess of $2Mil for a company that I had sold 2 years prior to the tax period in question. I was frankly struggling to navigate through the IRS maze on my own. Kaplan stepped in and saved me and my family from certain financial despair. I highly recommend Jim and his team and am thankful that I was introduced to him.
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Posted by Robert | February 24, 2015
excellent resource for Estate Planning and Inheritance matters
I have engaged James Kaplan on multiple occasions: -He provided will and estate planning services to my wife and me (e.g. will and trust drafting). On my recommendation he performed same for my brother. Everyone was very satisfied with his ability to listen to questions and respond to concerns in a thoughtful and understandable way. We continue to rely on him for updates to our plans. Fees have been reasonable and commensurate to work done. -He has advised our family on probate matters relating to two estates. We have found his advice to be sound and balanced, even if the recommendations didn't always correspond to our own initial views. We have worked with several attorneys on these matters (other counsels for out-of-state issues) and find that Jim compares favorably to our experience in working with such other legal offices focused on Estates. -He has advised on two smaller matters including a specific tax planning issue.
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Posted by Alan | January 30, 2015
Honest & Knowledgable Attorney
Jim has been extremely helpful to my family and me in helping formulate our estate plan and family succession.
Posted by anonymous | January 29, 2015
An excellent lawyer for trusts and estates
I have known James Kaplan for over a decade, during which time he has advised me on numerous issues regarding taxes and estate planning. His experience in this area is unsurpassed. He is also very reasonably priced. I have recommended him to relatives and friends, who have reported very positive experiences.
Posted by Rubielle | July 20, 2023
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Please note that they hid the review I wrote for them on their business page on Google, so I will post this review wherever I can. Kaplan was dozing off during a meeting with my relatives. Very unprofessional. As of writing this on 5/28/2023, Kaplan persistently contacted my relatives through calls and emails, urging them to remove this supposedly "defamatory" review or they will "take action". Regrettably, this LLP seems unaware that their actions violate the provisions of the Consumer Review Freedom Act. I am determined not to retract this review as it is essential for people to be aware of the potential risks when engaging in business with this attorney. "The Consumer Review Fairness Act makes it illegal for companies to include standardized provisions that threaten or penalize people for posting honest reviews." ( "In effect since 2017, the CRFA bans provisions in form contracts that restrict a consumer’s ability to communicate reviews or performance assessments about a seller’s goods, services, or conduct. The law also makes it illegal to impose a penalty or fee against a consumer who engages in communications protected by the CRFA." ( I am merely exercising the right to post honest reviews on behalf of my relatives.
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Posted by anonymous | January 28, 2015
Does not represent his client - does what suits him
Hired Kaplan through the Bar Assn. Have told the Bar that how he mishandled my matter, and now am in small claims court to get my money returned. He has counter sued me….and his daughter seems to do most of the work, and she is not a lawyer.
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Contact for Details


AVVO RATING 9.3 (Superb)

Work Experience

  • Senior & Founding Partner
  • Greenberg & Kaplan, LLP
  • 2014 - Present


  • New York University School of Law
  • LL.M - Master of Laws in taxation
  • 1979
  • Columbia University School of Law
  • JD - Juris Doctor
  • 1975

Legal Cases

  • David Guthrie v. New York State Tax commission
  • complete victory; $250,000 assesssment dropped


  • Herzfeld & Rubin, P.C.
  • Head of Tax and Estates Department
  • 1997 - 2014
  • New York City Law Department
  • Consulting Special Tax Counsel
  • 1985 - 1997

Languages Spoken

  • French
  • English
  • Spanish

Honors and Awards

  • Super Lawyer
  • Super Lawyers
  • 2014
  • Estate Planning
  • Super Lawyers Magazine
  • 2014
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2014
  • Super Lawyer
  • Super Lawyers
  • 2013
  • Super Lawyer
  • Super Lawyers
  • 2012
  • Super Lawyer
  • Super Lawyers
  • 2011
  • Super Lawyer
  • Super Lawyers
  • 2010
  • Super Lawyer
  • Super Lawyers
  • 2009
  • law review
  • law Review
  • 1976
View all awards


  • American Spirit
  • Horatio Gates: New York's Forgotten Hero
  • 2010

Speaking Engagements

  • Real Estate & Corporate Tax Panel
  • Real Estate & Corporate Tax Matters
  • 2014
  • Lower Manhattan July 4th Festival
  • July 4th All Night Tour
  • 2014

Attorney endorsements

Received (1)
Given (1)
Endorse James
Probate Attorney | Mar 13
Relationship: Worked together on matter
"I enthusiastically endorse this lawyer. He is extremely knowledgeable, competent, and has experience dealing with a wide variety of issues."