Skip to main content

Adam Foster Katz

Estate planning Attorney at Cedarhurst, NY

5.0   13 reviews

also known as Adam Katz, Avraham Katz

  • Licensed for 16 years
    State NY
    Acquired 2007
    Status
    Currently Registered No misconduct found

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

About Adam

Learn Adam’s areas of practice.

5
Practice areas
  1. Estate planning
    35%
    Designing, drafting, reviewing and implementing various estate planning documents and techniques to obtain and help ensure client objectives are legally enforceable during and after their lifetimes.

    18 years, 500 cases

  2. Probate
    15%
    Probate is the legal process used to carry out a person's will after their death; a probate attorney advises you on how to perform the steps in the process. In general, once you have identified and collected the dead person's belongings, including th

    18 years, 100 cases

  3. Medicaid and medicare
    10%
    If you are experiencing issues receiving supplies allowed by Medicaid/Medicare, denied services or claims, or need assistance incorporating Medicaid/Medicare into your estate plan, an attorney specializing in this area can help organize your affairs.

    18 years, 100 cases

  4. Trusts
    10%
    A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the pers

    18 years, 300 cases

  5. Wills and living wills
    10%
    A written will lets you decide what happens to your money and property after you die, while a living will lets you decide whether or not you wish to be placed on a medical life support system if you become disabled or incapacitated. Wills attorneys a

    18 years, 300 cases

  6. Corporate and incorporation
    5%
    A corporation is a formal way to organize your business to gain rights and privileges, and to limit your personal liability. There may be tax and financial advantages to incorporation, but it can also increase your business licensing fees and decreas

    18 years, 150 cases

  7. Limited liability company (LLC)
    5%
    Creating a limited liability company, or LLC, is one of several ways to structure a business. The other choices are general, limited, or limited liability partnerships. A shareholder in an LLC is not personally liable for any of the debts of the comp

    18 years, 150 cases

  8. Power of attorney
    5%
    A power of attorney is a document you sign to give someone else the right to make legal decisions for you. Unlike a guardianship, you determine the decision makers' authority by the language used in the power of attorney form.

    18 years, 300 cases

  9. Tax
    5%
    Tax attorneys understand the interplay of different tax laws and regulations, and in planning strategies to minimize people's tax liabilities. Many tax laws are written by lawyers for lawyers, and as such are very difficult to understand.

    18 years, 100 cases

Although the term "lawyer" may not warrant the respect it should, especially in trusts and estates law (estate and tax planning, probate, trust planning and administration, business formation and compliance, etc.) which requires constantly learning and staying up to date in several areas of law and business, having access to cutting edge and accurate information and being able to not just understand what it all means, but being capable of explaining it on a complex or simple level, as well as applying it to practical situations or coming up with creative solutions; it demands extreme attention to detail and advanced analysis and research skills, while it simultaneously requires being an attuned listener to a client, using people skills and communicating with each person on his or her unique level of interest, intelligence and care. I myself never knew about trusts and estates law and how it applies to and benefits everyone to different degrees on various levels, until I was introduced to it by someone who both knew about it and my particular personality. Both of my parents were in the medical field and I was raised caring about others. I thrive on helping people in ways that many do not think relief is available to them or would be costly, and then providing various services in a professional manner which yield happy clients that benefit from the organization, legal compliance, tax savings, security, protection and more which are just a few of the beneficial consequences to estate planning and administration. I also enjoy running my own practice and having the liberty to often invent or take care of various needs or concerns of clients which do not fall into any particular category, which utilizes my unique skill set and achieves the objectives my clients seek... which at times, neither of us planned, and such tasks or services naturally emerged when the elements of the client's need(s) and trust were harmoniously met with my sincere will to understand the issue(s) and come up with a creative and effective solution.  

Photos and videos

Estate and tax planning services... professional, courteous and effective!

Contact Adam

Similar lawyers nearby

Katz Law Firm, PLLC
77 Spruce Street
Suite 201
Cedarhurst, NY, 11516

Reviews

5.0 / 5.0
  13 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Nicholas | January 12, 2023
This review is from a person who hired this attorney.
| Hired Attorney
An amazing law firm and a great lawyer!
Katz Law Firm is the best! Mr. Katz handled my case very well! He stood by me, kept me informed and got the job done! I wholeheartedly recommend!
Posted by Eli | December 13, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Very knowledgeable, reasonably priced and honest
I've been a client with the Katz Law Firm for almost 6 years, on 3 unrelated matters, and all of the fees have been reasonable, with my consent and all services were timely, high quality and with no extra or hidden fees. I referred friends and family who also are happy with this firm. If anyone posts anything negative about the quality service, client care or fees, they are making it up and are probably competition or someone who was trying to do something shadey and the firm didn't want to help them since they don't take on cases if a person is up to no good. I heard them once turn down a large case because of this and was impressed. Thank you Katz Law Firm, and I hope more people leave you the good reviews you deserve!
Read less
Posted by Jacob | May 28, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Extremely knowledgeable and professional
Adam is an exemplary attorney, someone who anticipated all my needs and had all the answers. I always felt comfortable talking to him. His kindness, sensitivity, and expertise made this process a pleasant experience. Highly recommended.
Response from Adam Katz December 13, 2021
Thank you Jacob. We appreciate your positive feedback!
Posted by Moshe | May 26, 2021
This review is from a person who hired this attorney.
| Hired Attorney
honest attorney with high level of expertise
I recently used the services of this law firm to create a basic estate plan in accordance with Jewish law. As an Orthodox Jew, I am aware that wills and medical directives need to conform both with American civil law and Jewish law. I like how this law firm makes estate planning more seamless for the client by using online questionnaires to collect the necessary information. The fees are also very reasonable. I appreciated that Mr. Katz didn't try to sell me any service that wasn't necessary for me. On Tuesday morning, May 25, 2021, I notified Mr. Katz that he overbilled me in error by $50. Mr. Katz verified the error and refunded the $50 overcharge via Zelle on the same day.
Read less
Posted by Catherine | May 20, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Great boss and attorney
I have been working for Mr. Katz for several months and find him one of the kindest, most honest lawyers I have worked with in over 40 years in the business. He is not only a knowledgeable attorney but encourages me to stretch myself by allowing me to use skills I was never able to use in other positions. He listens to what I have to say and acknowledges my experience and skills. I've watched him sit patiently with an upset client, helping them to focus on their needs while allowing them their grief or anger. He's an all-around good man.
Read less
Posted by Paula | March 24, 2021
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Consulted
He was Thorough with explaining of my case and helped me save time and money
Posted by Mike | February 9, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Consultation King and friendly, resourceful staff
At first I didn't want to pay a consultation fee, but after a few bad experiences spending much more, I decided to pay Katz Law Firm for a consultation. I ended up spending a $350 for an hour with Adam Katz, Esq. one on one and man was he focused on me and my issues. He was polite but really knew how to dig down into what my real goals were, gave me options, competitive prices (not the cheapest, but definitely competitive and worth it), and gave me good advice (not to litigate, when he could've charged a fortune and kept me pumped up to sue!). I came back for 2 other matters, retained the firm and referred a bunch of people who all thanked me for the introduction. Truly appreciate a fine attorney who just wants reasonable compensation and to help without any agendas or just focused on money. Thanks again and again!
Read less
Response from Adam Katz February 16, 2021
Thank you Mike. I appreciate your continued business and the sincere and complimentary feedback. Looking forward to speaking with you whenever I can be of assistance.
Posted by Mitch | December 13, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Trust, humble and good-hearted
There are so many lawyers out there, but I keep coming back to Attorney Katz because he knows what is right, is humble and not arrogant, and I have a bad habit of doubting everyone, but whenever I get a second opinion or he gives me advice he ends up being right. I trust him and when he says he doesn't know, he usually does, ends up researching and following up with me with the real scoop. He is just such a good resource even when he "doesn't know." Thanks Attorney Katz!
Read less
Posted by anonymous | January 29, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Great job
The firm was organized and got back to me right away. Reasonable fees and kept me posted if there were any fees or expenses ahead of time. I would recommend Adam Katz and his firm for trusts and estates.
Posted by anonymous | June 23, 2018
This review is from a person who hired this attorney.
| Hired Attorney
From personal to business planning A+++
I started with Mr. Katz almost 10 years ago when my financial planner recommended him. He organized my financial affairs and business to run smoother, has given top advice all along and followed through with any other professional involved. I have since used his services on a personal level and has continued to benefit my personal finances and quality of life. I continue to consult with Mr. Katz when I have questions, issues come up and to make sure my personal and business planning are up to date... which is simple and affordable to maintain and give me the assurance that everything is order now and after I pass away. I truly did not appreciate these services before 10 years ago as no one told me about them, and most people I speak to still don't understand the value they bring to quality of life and monetarily. Thank you Mr. Katz for all you have done, and continue to do for myself, my family, my business and future generations. I know this review may be long-winded, but I can't impress enough on anyone reading this how important it is to become educated on this planning and find the right attorney who is competent and whom is trustworthy.
Read less
Posted by Michael | June 19, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Just wonderful
Mr. Katz explained to me during my first consultation what three other lawyers together did not do. He is attentive, very knowledgeable and honest. I am looking forward to retaining him!
Posted by Bonnie | March 19, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Pleasant experience and professional conduct
Katz Law Firm was very pleasant to work with. I wanted to deal with getting wills and other important documents and was able to get everything done for a reasonable price. What really made it worthwhile was the easy intake process which was convenient and took minutes on my smart phone, to having everything drafted, signed, etc. in about 2 weeks time. The documents were high quality, I could tell he didnt just pull them off of some shelf. He answered all my questions and taught me a lot. The whole experience was actually enlightening and My husband and I feel relieved we got this taken care of. We also got summaries of our documents in plain english which was really helpful and a great idea. Thank you very much!
Read less
Response from Adam Katz March 21, 2017
Thank you Bonnie, I appreciate your taking the time and leaving me a positive review!
Posted by Joan | January 19, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Client
VERY focused on my needs and reasonably priced! Great follow up and helped me deal with my crisis in a time of need. I still call him from time to time and he is my main attorney I go to first for advice - highly recommended!
View less reviews

Cost

Rates
  • Free Consultation 5 minutes
  • Hourly Rates $ 200-500 per hour
  • Contingency 20%-33%
  • Pro bono 5 %
  • Retainer Always
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.6 (Superb)

Work Experience

  • Head of Trusts and Estates Department
  • Gofer Law
  • 2014 - Present
  • Managing Attorney
  • Katz Law Firm, PLLC
  • 2012 - Present
  • Founding Member
  • Adam Katz, P.C.
  • 2009 - 2011
  • Associate
  • MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP
  • 2008 - 2009
  • Summer Associate
  • Jones Day
  • 2004 - 2004
  • Associate
  • Lazer, Aptheker, Rosella & Yedid, PC
  • 2004 - 2006
  • Summer Associate
  • Pennie & Edmonds LLP
  • 2003 - 2003
  • Judicial Intern
  • The New York Supreme Court
  • 2003 - 2003
  • Paralegal
  • Proskauer Rose
  • 2002 - 2002
  • Portfolio Analyst, Assistant to Vice President
  • Merill Lynch
  • 1995 - 1997
View all work experience

Education

  • New York University School of Law
  • LL.M - Master of Laws
  • 2008
  • Fordham University School of Law
  • JD - Juris Doctor
  • 2005
  • Hofstra University
  • BS - Bachelor of Science
  • 1997
  • Hofstra University
  • BA - Bachelor of Arts
  • 1997
View all education

Legal Cases

  • Probate Proceeding, Will of Abraham Sacks, a/k/a Abraham D. Sacks
  • Both sides reached an amicable settlement, the siblings are now on talking terms and several other estate matters were handled effectively to benefit both sides of the litigation.

Associations

  • EPCNC (Estate Planning Council, Inc. of Nassau County)
  • Member
  • 2017 - Present
  • American Law Society
  • Member
  • 2017 - Present
  • Better Business Bureau
  • Accredited Member
  • 2017 - Present
  • Lawyers.com
  • Member
  • 2017 - Present
  • The New York Metropolitan Elder Law Institute
  • Member
  • 2016 - Present
  • Martindale-Nolo Legal Network
  • Member
  • 2016 - Present
  • National Association of Estate Planners and Councils
  • Member
  • 2016 - Present
  • NAELA (National Academy of Elder Law Attorneys)
  • Member
  • 2015 - Present
  • Interactive Legal
  • Advisor
  • 2015 - Present
  • Interactive Legal
  • Member
  • 2012 - Present
  • American Bar Association
  • Member
  • 2010 - Present
  • New York State Bar Association
  • Trusts & Estates Committee
  • 2009 - Present
  • New York State Bar Association - Trusts & Estates Law Section
  • Member
  • 2007 - Present
View all associations

Languages Spoken

  • English
  • Hebrew

Honors and Awards

  • Super Lawyers
  • Thomson Reuters
  • 2021
  • Recognizing Excellence in Wills and Trusts Law
  • Lawyers of Distinction
  • 2019
  • Recognizing Excellence in Wills and Trusts Law
  • Lawyers of Distinction
  • 2018
  • Rising Star
  • Thomson Reuters
  • 2017
  • 10th Year Anniversary Proudly Serving the Community
  • Martindale-Hubbell®
  • 2017
  • Accredited Estate Planner
  • National Association of Estate Planners & Councils
  • 2017
  • Rising Star
  • SuperLawyers
  • 2017
  • Rising Star
  • SuperLawyers
  • 2016
  • Rising Star
  • SuperLawyers
  • 2015
View all awards

Speaking Engagements

  • It's Time to do a Living Way the Halachic Way
  • Health Care Proxies / Living Wills
  • 2013
  • St. Johns University School of Law
  • Charitable Giving & Irrevocable Trusts
  • 2012
  • Fordham University School of Law
  • Managing a Trusts & Estate Planning Law Firm
  • 2011

Attorney endorsements

Received (3)
Given (0)
Endorse Adam
Estate planning Attorney | Jun 07
Relationship: Fellow lawyer in community
"I have conferred with Adam on a variety of legal matters related to trust & estate, tax, and business issues, and have always found him to be extremely knowledgeable and thorough. His ability to clearly and patiently distill complex issues makes him a tremendous resource for his clients and peers."
Trusts Attorney | May 28
Relationship: Worked together on matter
"Adam has been extremely helpful and a pleasure to collaborate with. His expertise in this area is superb and I am completely confident relying on his advice."
Estate planning Attorney | Mar 19
Relationship: Friend
"Adam is a very bright and experienced trusts and estates attorney. Any client is very fortunate to be working with him."
This attorney hasn't created any attorney endorsements recently on Avvo.
Cedarhurst Estate planning Lawyer Adam Foster Katz
Adam Foster Katz
Estate planning Attorney
Cedarhurst, NY
Licensed for 16 years
Free Consultation