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Zvi David Barkochba

Trusts Attorney at New York, NY

5.0   6 reviews
  • Licensed for 15 years
    State NY
    Acquired 2009
    Status
    Currently Registered No misconduct found

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

About Zvi

Learn Zvi’s areas of practice.

5
Practice areas
  1. Trusts
    30%
    Trustee and consultant on trust administration to trustees and beneficiaries. Provide consulting expert services regarding prudent investing, securities regulations and evaluations of potential fiduciary liability.

    29 years, 330 cases

  2. Estate planning
    25%
    Assist in the long term planning for families and individuals, including preparation of wills, trusts, living wills and health care proxy directives.

    15 years, 380 cases

  3. Financial markets and services
    25%
    Review 401(k)s and portfolios for proper allocation methodologies and stewardship. Advise of best practices and possible changes.

    29 years, 430 cases

  4. Construction and development
    10%
    Litigation counsel to general contractors and property owners, including Lincoln Center, MTV Studios and Yankee Stadium, involved in New York Labor Law litigation and contract disputes. Directed electronic discovery production and review assignments for a primary defendant in the World Trade Center cleanup mass-tort, including overseeing privilege and redaction projects.

    15 years, 188 cases

  5. Employment and labor
    10%
    NYCLA pro se counsel volunteer services, and pro se services.

    15 years, 200 cases

Zvi is an attorney and consultant on trust administration that provides advisory services for trusts and beneficiaries. Zvi provides consulting expert services regarding prudent investing, securities regulations and evaluations of potential fiduciary liability, in adition to trust administration and estate planning services. 

Photos and videos

Location

Zvi David Barkochba
420 Riverside Drive
New York, NY, 10025

Trusts lawyers nearby

Reviews

5.0 / 5.0
  6 customer reviews
5 Star
 
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Posted by Libby | December 17, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Excellent and Trustworth
Zvi Barkochba is managing my trust and has done an excellent job of choosing, maintaining and advising whenever required. He is extremely responsible and puts a good deal of concern and care toward my goal of maintaining wealth and income as I move through my senior years.
Posted by Greta | November 30, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Great lecturer on Trusts and Estates
I met Zvi when he was giving a lecture to the University of Chicago Alumni Association. His lecture was friendly, funny and highly informative. He was happy to answer everyone's questions and provided useful information that we could actually use. I contacted him after the lecture to retain him, because I felt comfortable and confident in his ability and willingness to keep me informed. I am not at all upset with that decision.
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Posted by anonymous | September 22, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Great Planning Counsel
I wanted to set up an estate plan, and Zvi was very helpful in the process. He explained what assets required a will, and which worked best in a trust. I was able to set up my affairs in a way that I can manage myself for now, and I know that once I am unable to care for myself, or go entirely, my family will understand my wishes. I think what made Zvi such a great attorney was that he took the time to understand what I wanted, and then explained to me how I could get there. I could tell that he cared, but was also being an absolute professional.
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Posted by Hannah | March 17, 2015
Great Attorney
I was named an estate administrator for my parents and had some family planning to sort out after they died, including fighting siblings and assets in multiple states. Zvi was very helpful in suggesting how to satisfy everyone. We did not have any fights before the court, because we figured it all out. I guess it was also important that my parents had a good trust and estate plan set up in advance, but I am grateful that Zvi helped me through the process.
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Posted by anonymous | March 2, 2015
The Professor Of Trust Administration
Zvi is just about the best trustee and advisor to trusts out there. He is unbelievably ethical, and strives to truly understand what happiness means for his clients and their families. I cannot stress how amazing it is to have someone so thoroughly understand what will be in your best interests, and prepare the logistics necessary to execute on that subjective dream of happiness for one's self, or one's grandchildren, or so forth. He has a gift for honoring your legacy. He is also a pretty great lecturer, who occasionally gives free retirement strategy seminars that are really worth your time.
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Posted by anonymous | December 25, 2014
Great trust and estate lawyer!
Zvi was counsel to me on a trust matter and he was very helpful, and also reasonably priced. He did everything he could to help, and referred me to other attorneys for those things he did not believe he could properly handle, for various reasons. Zvi explained everything he did completely, including legal documents and court appearances.
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Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 6.6 (Good)

Work Experience

  • General Counsel
  • Egbert Marsh Trust
  • 2011 - 2014
  • Advisor & Trustee
  • Merrill Lynch & Co.
  • 2010 - 2011
  • Attorney
  • London Fischer, LLP
  • 2008 - 2010

Education

  • Hofstra University School of Law
  • N/A
  • University of Chicago
  • N/A

Sample of Legal Cases

  • IN THE MATTER OF THE ACCOUNTING OF PETITIONER OPPENHEIMER TRUST COMPANY AS PRIOR TRUSTEE OF THE EGBERT MARSH TRUST
  • Settled on first day of trial.

Associations

  • New York County Lawyers' Association
  • Member
  • N/A

Languages Spoken

  • English

Honors and Awards

  • Legal Research Contest National Grand Prize Winner
  • Thompson Reuters Westlaw
  • 2005

Speaking Engagements

Attorney endorsements

Received (0)
Given (1)
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