James S Kaplan

PRO

James S Kaplan

also known as Jim Kaplan

4.3
Rating: 9.4

Licensed for 50 years

Guardianship Lawyer at New York, NY
Practice Areas: Guardianship, Probate, Estate Planning ... +2 more

390 Fifth Avenue, Suite 900, New York, NY

Virtual Consultation Available

About James

Biography

Over 40 years of experience at Wall Street firms, expert in litigation for tax, estate and guardianship matters at the highest level

Practice Areas

5

Practice Areas

Guardianship 30%

contested litigation; Representing AIP's or challenges to guardian misconduct

12 years | 10 cases

30%
Probate 26%

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

31 years | 25 cases

26%
Estate Planning 23%

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

23%
Tax 20%

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

41 years | 20 cases

20%
Employee Benefits 1%

Specialty in representing state and local government employees in pension and tax matters

1%

Fees and Rates

We have not found any cost information for this lawyer

Awards

AV Preeminent Peer Review Rating

Licenses

Licensed in New Jersey for 34 years

State: New Jersey

Acquired: 1991

Active

No misconduct found

Licensed in Florida for 45 years

State: Florida

Acquired: 1980

Member in Good Standing

No misconduct found

Licensed in New York for 50 years

State: New York

Acquired: 1976

Currently Registered

No misconduct found

Location

Greenberg & Kaplan, LLP

390 Fifth Avenue, Suite 900, New York, NY, 10018

greenberg-kaplan.com/contact.html

Office Satellite

390 5th Ave, New York, NY, 10168

greenberg-kaplan.com/contact.html

James S Kaplan's Reviews

Avvo Review Score

4.3 /5.0

6 Client Reviews

Filter Avvo Reviews (6) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 1 of 1 review | Debt Settlement

Posted by Tin | March 31, 2016 | Hired Attorney | Debt Settlement

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 recommen...d Jim and his team and am thankful that I was introduced to him.

See All Client Reviews

James S Kaplan's Lawyer Endorsements

Endorse James
Fred Elliott Glickman headshot
Fred Glickman

Probate lawyer | 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."

View All Endorsements
Robert L Lash headshot
Robert Lash

Litigation lawyer

Experience

Rating:  9.4 (Superb)

Honors

2014

Super Lawyer, Super Lawyers

2014

Estate Planning, Super Lawyers Magazine

2014

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2013

Super Lawyer, Super Lawyers

2012

Super Lawyer, Super Lawyers

2011

Super Lawyer, Super Lawyers

2010

Super Lawyer, Super Lawyers

2009

Super Lawyer, Super Lawyers

2008

Super Lawyer, Super Lawyers

2007

Super Lawyer, Super Lawyers

2006

Super Lawyer, Super Lawyers

1976

law review, law Review

Work Experience

2014 - Present

Senior & Founding Partner, Greenberg & Kaplan, LLP

Associations

1997 - 2014

Herzfeld & Rubin, P.C.

Head of Tax and Estates Department

1985 - 1997

New York City Law Department

Consulting Special Tax Counsel

Sample of Legal Cases

David Guthrie v. New York State Tax commission

complete victory; $250,000 assesssment dropped

See More Legal Cases

Education

1979

New York University School of Law

LL.M - Master of Laws in taxation

1975

Columbia University School of Law

JD - Juris Doctor

Speaking Engagements

2014

Real Estate & Corporate Tax Panel

Real Estate & Corporate Tax Matters

2014

Lower Manhattan July 4th Festival

July 4th All Night Tour

Publications

2010

American Spirit Horatio Gates: New York's Forgotten Hero

Languages

French

English

Spanish

Activity

Avvo Rating

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  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution