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also known as Adam Katz, Avraham Katz
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.
9
Practice Areas
21 years | 500 cases
21 years | 300 cases
21 years | 100 cases
21 years | 300 cases
Free Consultation
$0 first 5 minutes
$ 200-500 per hour
20%-33%
5 %
Always
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Chat withState: New York
Acquired: 2007
No misconduct found
77 Spruce Street, Suite 201, Cedarhurst, NY, 11516
Showing 1 - 5 of 13 client reviews from Avvo
Posted by Nicholas | January 12, 2023 | Hired Attorney
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 | Hired Attorney
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...
Posted by Jacob | May 28, 2021 | Hired Attorney
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.
Thank you Jacob. We appreciate your positive feedback!
Posted by Moshe | May 26, 2021 | Hired Attorney
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 ...
Posted by Catherine | May 20, 2021 | Hired 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 pos...
"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."
"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."
"Adam is a very bright and experienced trusts and estates attorney. Any client is very fortunate to be working with him."
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2021
Super Lawyers, Thomson Reuters
2019
Recognizing Excellence in Wills and Trusts Law, Lawyers of Distinction
2018
Recognizing Excellence in Wills and Trusts Law, Lawyers of Distinction
2017
Rising Star, SuperLawyers
2017
Accredited Estate Planner, National Association of Estate Planners & Councils
2017
10th Year Anniversary Proudly Serving the Community, Martindale-Hubbell®
2017
Rising Star, Thomson Reuters
2016
Rising Star, SuperLawyers
2015
Rising Star, SuperLawyers
2014 - Present
Head of Trusts and Estates Department, Gofer Law
2012 - Present
Managing Attorney, Katz Law Firm, PLLC
2009 - 2011
Founding Member, Adam Katz, P.C.
2008 - 2009
Associate, MELTZER, LIPPE, GOLDSTEIN & BREITSTONE, LLP
2004 - 2006
Associate, Lazer, Aptheker, Rosella & Yedid, PC
2004 - 2004
Summer Associate, Jones Day
2003 - 2003
Summer Associate, Pennie & Edmonds LLP
2003 - 2003
Judicial Intern, The New York Supreme Court
2002 - 2002
Paralegal, Proskauer Rose
1995 - 1997
Portfolio Analyst, Assistant to Vice President, Merill Lynch
2017 - Present
EPCNC (Estate Planning Council, Inc. of Nassau County)Member
2017 - Present
American Law SocietyMember
2017 - Present
Better Business BureauAccredited Member
2017 - Present
Lawyers.comMember
2016 - Present
The New York Metropolitan Elder Law InstituteMember
2016 - Present
Martindale-Nolo Legal NetworkMember
2016 - Present
National Association of Estate Planners and CouncilsMember
2015 - Present
NAELA (National Academy of Elder Law Attorneys)Member
2015 - Present
Interactive LegalAdvisor
2012 - Present
Interactive LegalMember
2010 - Present
American Bar AssociationMember
2009 - Present
New York State Bar AssociationTrusts & Estates Committee
2007 - Present
New York State Bar Association - Trusts & Estates Law SectionMember
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.
2008
LL.M - Master of Laws
2005
JD - Juris Doctor
1997
BS - Bachelor of Science
1997
BA - Bachelor of Arts
2013
Health Care Proxies / Living Wills
2012
Charitable Giving & Irrevocable Trusts
2011
Managing a Trusts & Estate Planning Law Firm
2009
2008
English
Hebrew
Legal Answers
Can a co-executor withdraw funds without the other co-executors permission?
26 Aug 2022
Obtaining a copy of POA after death
25 Aug 2022
Do all trust beneficiaries get notified, regardless, when a grantor dies or only the 1st one to inherit 100%?
28 Aug 2022