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Ann Margaret Carrozza

Elder law Attorney at Bayside, NY

5.0   26 reviews
  • Licensed for 27 years
    State NY
    Acquired 1996
    Status
    Currently Registered No misconduct found

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

About Ann Margaret

Learn Ann Margaret’s areas of practice.

For more than 20 years, my office has guided individuals and families on protecting assets from taxes, long term care expenses, devastating break ups and con artists.

I am a regular legal contributor to Dr Phil and other TV programs.  I am the author of Love and Money, published by Allworth press 2017.  I also served as a NYS Assemblywoman for 14 years where I focused on legislation affecting trusts, estate planning and elder law. 

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Maureen Wynne is an Associate Attorney who graduated from Touro Law School in 2014. Maureen focuses her practice in estate planning, trust & estate administration and guardianship proceedings under Article 81 and 17A.
Mary Aumuller is our office manager and Medicaid expert.
Debra A. Kruper is the managing attorney. She graduated from Touro Law School and focuses her practice in estate planning, trust & estate administration and guardianship.
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Contact Ann Margaret

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Reviews

5.0 / 5.0
  26 customer reviews
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Posted by Mary | January 11, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Review
I would highly recommend AnnMargaret Carrozza to anyone in need of legal services. She was instrumental in helping me at a very difficult time after my loved one passed away. She always returned my calls promptly and answered any questions I had. She was an absolute pleasure to deal with and anyone in need of her services would not be disappointed.
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Posted by Kit | January 9, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding!
Outstanding legal services! Ann wrote our mom’s trust and when Mom passed away, Ann was there to help us execute the estate. She promptly returned calls and answered all our questions in a professional and respectful manner. Fantastic service!
Posted by Angelo | November 26, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Best Estate-Planning Lawyer Around!
We came to Ann-Margaret Carrozza for assistance in estate-planning and trusts. First, she was extremely pleasant and reassuring. She took the time and energy to get to know us and our family as well as to understand and help meet our needs. This is truly her field of expertise as we learned in conversation that she was well versed and instrumental in the creation of some of these estate-planning laws. Her office was easy to get to and her staff was professional and efficient in the completion and processing of all our forms. The most important thing to note is that I never felt as if we were an imposition to call and ask Ms. Carrozza questions both during and after the process. She actually met with us face-to-face afterwards in order to clarify a few more points for no additional charge. I would highly recommend the law firm of Ann-Margaret Carrozza for all of your estate-planning needs.
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Posted by Pam Kloos | November 10, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Incredible Experience - Highly Recommend
Ann was so knowledgeable and caring in helping my parents protect their assets and plan their Estate. Her fees were extremely fair and she never made us feel rushed. It was a wonderful experience to have her there for my parents best interest. Highly recommend.
Posted by Michelle | November 2, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Wonderful help to families
I highly recommend the law office of Ann-Margaret Carrozza from the perspective of family affected by loss. My parents passed away in the same year. When my mom passed away, the law office of Ann-Margaret Carrozza was available to help my dad navigate necessary changes for the estate. Later in the year my father was sick. Ann-Margaret Carrozza and her associates were available to my family as we navigated questions that came up regarding our estate and guidance in making changes to legal documents. As he was planning the estate, my father expressed the need for a lawyer who would be accessible to our family after death and would be willing to give advice as a courtesy. This law firm most certainly was available to us. Ann-Margaret Carrozza took the time to go over concerns and questions we had, even though she has a busy schedule. I hope this review is helpful to families looking for a firm to help in estate planning.
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Posted by Susan | October 31, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding attorney!
Over 20 years ago, my mother listened to an Elder Care workshop presented by Ann Margaret Carrozza at my mother’s senior center and thus began our long, multi-generational and very satisfying relationship with this dedicated elder care lawyer. Ms. Carrozza not only developed a trust for my mother’s estate, but recently completed a comprehensive estate plan for me. She is an expert in the field and extremely patient. I was provided with my documents in advance of our meetings, allowing me time to review and develop my questions. She devoted significant time in answering them, leaving me feeling safe and secure in my decisions. I have recommended Ms. Carrozza to family and friends, knowing that her advice is worthy and accurate and her professionalism is outstanding. She is a credit to her profession.
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Posted by Rachael | January 24, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Elder care lawyer
I was recommended to meet with Ann-Margaret because I was in need of an Elder care lawyer. I spoke with a few and all said being I am 54 that I was still to young to think about this. I did tell them that I recently lost my husband at 54 and he was also to young and never had the chance to take care of this. We sat down and she explained everything I needed to no about estate planning. So we started the process it is all taken care of. I couldn’t have been happier then I am with Ann-Margaret and her staff.
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Posted by Gwendolyn | December 21, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning with Ann Margaret Carrozza
My husband and I first went to see Ann Margaret Carrozza in 2013 to do a Trust, and Last Will and Testament. We have been extremely pleased with her professionalism, her willingness to meet with us to answer our questions/concerns, and her knowledge of new laws that could impact our beneficiaries down the road. Her overall amicable demeanor lets you know you are dealing with someone who truly cares.
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Posted by Ted | October 6, 2021
This review is from a person who hired this attorney.
| Hired Attorney
The Best
Ann is the best at what she does. She understands the law she knows how to apply it and she works diligently to protect the assets of her clients. As a former anchor at CNBC I interviewed many financial planners and attorneys and other experts in estate planning. Ann has to be among the best. She has taken care of estate work for me and my wife and our family and we remain thoroughly happy. We have had to update over time and she is always accessible, affable and eager to help. Whether your needs are elder care or general estate planning Ann is the one to see and the only one.
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Posted by Kathleen | September 30, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Knowledgeable and Caring
The first time I met Ann-Margaret Carrozza, an elder care lawyer, was in 2006. As the executrix of my parent's Last Will and Testament, I accompanied then to the law offices of Ann-Margaret to be part of the process. This would be the first meeting of many, through the years 2006-2017, for the purposes of updating their Will and preparing an Estate Plan for them. Each and every time, I was impressed with the knowledge, professionalism and warmth that Ann-Margaret possessed. My mother passed away in 2019 and my father passed away this past year. Along with grieving, I was feeling overwhelmed by the daunting task of what steps I needed to take next or even where to begin. During last year's pandemic, I reached out to Ann-Margaret and she promptly set up a virtual consultation, during which she was very patient addressing all our needs. Giving me the time I needed to have all my questions answered, she made sure that I understood the process and gave me the tools to navigate all the steps at no charge. I had a challenging situation with a sibling and Ann-Margaret provided me with a thoughtful solution that honored what my parents wanted and protected my sibling, as well. What impressed me most about this meeting was before we got into the business part, Ann-Margaret asked me about the last couple of months of my father's life and all that he went through. Her sincere concern and compassion was so heartwarming, I knew immediately that this is a person that really cares about people and her clients! I know that I can reach out to her at any time with questions or seeking her advice. My husband and I know that when we are ready to begin the Estate Planning process for our children, there is no doubt that we will be contacting Ann-Margaret. I wholeheartedly recommend the Firm of Ann-Margaret Carrozza to all my family, friends and anyone that needs a dedicated, knowledgeable, compassionate and professional elder care lawyer.
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Posted by Kenn & Sue | May 31, 2021
This review is from a person who hired this attorney.
| Hired Attorney
There for you now and into the future
Ann-Margaret Carrozza, Esq. did an extraordinary job putting together our wills, Power of Attorney documents and family trust. Not only was the paperwork done carefully and correctly but she also spent the time to ensure we understood what we needed to do everything correctly. We never felt rushed or that she was watching her time. She promised us a flat fee for everything and despite some complications she never asked for a penny more. When she promised to do check-ups with us to ensure that as our situation changed the documents would still be accurate and effective, she meant it. It is now five years later and she has always be there to answer questions. When I contacted her with my latest group of questions, she suggested we come in and meet with her to go over everything. Again, she spent time with us and made sure everything was clear. I would and have highly recommend Ann-Margaret Carrozza, Esq. to anyone I knew who needed estate related legal services.
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Posted by Alba | May 13, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Knowledgeable & Patient
If you are looking for an expert elder care attorney who is patient and understanding, look no further than Ann Carrozza. She has been such a blessing guiding my parents and me through the process of elder care law. These are topics that are difficult to discuss, and yet the planning is of the utmost importance. Ann was patient throughout the entire process. She was clear and throrough in her explanations and provided us with options. We felt well informed and never felt like a bother. Ann and her team are fantastic. I highly recommend Ann and her team.
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Posted by Emmanuel | April 16, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Medicaid and Trust for Mom
So many Baby Boomers like myself, I am dealing with aged Mother and the financial strain to support her. I turned to the Law Office of Ann-Margaret Carrozza and her excellent staff to help me through the myriad rules and regulations on Medicaid and protecting the modest assets that my mother had accumulated. Yes, it is true you can try doing this yourself, but that would be very ill-advised and more expensive. The reason is simple, Ann-Margaret and her staff know the rules and regulations and the obstacles and can avoid them and speed the process. Any delays in approvals or the need to re-submit is costly and could have been avoided when done properly the first time. A special thanks goes to Lisa Scalise who showed patience and caring in handling the case. I would highly recommend the Law Office of Ann-Margaret Carrozza and would not hesitate to use them again.
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Posted by Henry | May 13, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Ann Margaret Carrozza ( Knows her stuff. )
I hired Ann Margaret Carrozza after my wife and I had a meeting with her about protecting our assets and estate planning during the meeting it was obvious she knows her stuff. Ann Margaret and her team worked hard to cover all the situations that may occur. Just recently I contacted her for some advice re: estate planning she was quick to respond and answered my question. I recommend Ann Margaret Carrozza. You worked hard for your assets make sure you protect them.
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Posted by anonymous | April 2, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Law Offices of Ann-Margaret Carrozza
I recently met with Christina Sammartino at the law Offices of Ann-Margaret Carrozza to review my Will ,Health Care Proxy and review my Trust. I was long overdue getting this done but, to be honest I was a little intimidated by the entire process. To say that Christina took away the anxiety I was feeling is an understatement. She took the time to answer all my questions in language a non attorney could understand. I am so very grateful for her kindness and patience. I rest easy in these trying times knowing my wishes are clearly stated and my assets protected. Christina, a heart felt Thank You. Syl
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Posted by Claudia | February 27, 2020
This review is from a person who hired this attorney.
| Hired Attorney
I'd give them a million stars if I could.
My husband and I have had the pleasure of working with the attorneys at The Law Offices of Ann-Margaret Carrozza for several times over the last five years. He came to them after doing a search for elder-care lawyers in our area. My husband had a consultation with Ann-Margaret to review his elderly mother’s situation and needs, and then retained the firm for all the legal work—a power of attorney, will, health care proxy, and estate planning services. This past autumn, we retained them for all the same services for ourselves. We’ve worked with Debra Kruper and Maureen Wynne throughout this period. They are exceptionally professional, thorough, and generous with time and advice. That would be sufficient reason to retain this woman-owned law firm, but they also possess a rare quality of empathy and generosity of spirit. Whenever a home visit was necessary to get papers signed, they came to Mom’s or our home. If we needed an extra witness, they provided one. Whenever we had a question, or needed help sorting out a thorny situation, they were always available by phone or email or in person. The small fee my husband paid for the initial consultation (which was deducted in full from all the legal work we did) was a big and valuable investment in Mom’s security and in our own. We’ve been extremely happy with their services over the last five years. I know that we have done well by the next generation of our family by retaining lawyers who are not just really good at their jobs and fierce, committed defenders of our interests, but are also good, honest people with generous hearts and compassion (as well as street smarts). If I could give them a million stars, I would.
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Posted by Tom | January 19, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Follow Up Consultation
Ann Margaret has been extremely helpful over the years and last week was just another example as I had some questions regarding a trust and she answered them very thoroughly and spent time on a conference call. All of this follow up work was done at no cost to my family. We have been very pleased with her office’s work
Posted by Eileen | December 28, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Knowledgeable and helpful
Ms. Carrozza and her staff are highly recommended by me. They are very knowledgeable, and helpful, answering all my questions clearly. When contacting them, they responded promptly with courtesy.
Posted by Jeanne | December 4, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Very Pleased
I contacted the firm to complete distribution of my aunt's Trust. The attorney that was originally hired dropped the ball when she had personal problems to attend to. She was working on the distribution for about 5 years and was not cooperative during the transition process. It took Maureen Wynne and other members of the firm a while to complete the final accounting due to missing bank statements. Once all the documentation was in place the distribution was completed in a very timely manner. I was always advised of the progress (or lack of progress due to the previous attorney's inaction). I definitely recommend this law firm.
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Posted by Jeremy Mazzola Esq. | October 18, 2018
This review is from a person who hired this attorney.
| Hired Attorney
NY lawyer retained Ann-Margaret Cardazzo
Ann-Margaret's firm handled my mother's estate. I am a lawyer from New York. Although her associate, Catherine, was my actual lawyer, her firm was professional, efficient, and reasonable. Also, they stayed within their retainer. Their billing was clear and resonable--absolutely no price gouging.
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Contact for Details

Resume

AVVO RATING 8.1 (Excellent)

Work Experience

  • Chair
  • LIAF Legal Advisory Board
  • 2011 - 2014
  • Chair
  • Surrogate's Court Advisory Committee
  • 2011 - 2017
  • Owner
  • Law Office of Ann-Margaret Carrozza
  • 2001 - 2019
  • Chair
  • EPTL Committee Trustee
  • 1998 - 2008
  • Assemblywoman
  • NYS Assembly
  • 1996 - 2010
View all work experience

Education

  • Hofstra University School of Law
  • JD - Juris Doctor
  • 1995
  • Hofstra
  • N/A

Legal Cases

  • Estate Plan Bill

Associations

  • NYS Legislative Pilots Association
  • Member
  • 2005 - Present
  • Legislative Women's Caucus
  • Member
  • 1997 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 1996 - Present
  • New York State Bar Association
  • Executive Board Member
  • 2012 - 2016
  • New York State Bar Association
  • Former Executive Committee Member
  • 1996 - 2006
  • NYS Legislature
  • Assemblywoman
  • 1996 - 2010
View all associations

Languages Spoken

  • English

Honors and Awards

  • Lawyers of Distinction
  • Lawyers of Distinction
  • 2019
  • AV Preeminent Rated
  • Martindale-Hubbell
  • 2018

Publications

  • Published by Skyhorse Press, Forward by Dr Phil
  • Love & Money, Protecting Yourself from Angry Exes, Wacky Relatives, Con Artists and Inner Demons
  • 2017

Speaking Engagements

  • see website, myelderlawattorney.com
  • Asset Protection Update
  • 2019
  • Elder Law Seminar
  • Elder Law
  • 2019
  • Asset Protection Update
  • see website
  • 2019

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Bayside Elder law Lawyer Ann Margaret Carrozza
Ann Margaret Carrozza
Elder law Attorney
Bayside, NY
Licensed for 27 years