Adam Foster Katz

Adam Foster Katz

also known as Adam Katz, Avraham Katz

5.0
Rating: 9.5

Licensed for 19 years

Estate planning Lawyer at Cedarhurst, NY
Practice Areas: Estate Planning, Trusts, Wills & Living Wills ... +6 more

77 Spruce Street, Suite 201, Cedarhurst, NY

About Adam

Biography

Practice Areas

9

Practice Areas

Estate Planning 40%

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.

21 years | 500 cases

40%
Trusts 25%

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

21 years | 300 cases

25%
Probate 10%

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

21 years | 100 cases

10%
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

21 years | 300 cases

10%
Medicaid and Medicare 5%

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.

21 years | 100 cases

5%
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.

21 years | 100 cases

5%
Corporate and Incorporation 2%

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

21 years | 150 cases

2%
Limited Liability Company (LLC) 2%

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

21 years | 150 cases

2%
Power of Attorney 1%

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.

21 years | 300 cases

1%

Fees and Rates

Cost

Free Consultation

$0 first 5 minutes

Hourly Rates

$ 200-500 per hour

Contingency

20%-33%

Pro bono

5 %

Retainer

Always


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in New York for 19 years

State: New York

Acquired: 2007

Currently Registered

No misconduct found

Location

Katz Law Firm, PLLC

77 Spruce Street, Suite 201, Cedarhurst, NY, 11516

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Adam Foster Katz's Reviews

Avvo Review Score

5.0 /5.0

13 Client Reviews

Filter Avvo Reviews (13) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 3 of 3 reviews | Character & Conduct

Posted by Mike | February 16, 2021 | Hired Attorney | Lawsuits & Disputes

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 ho...w 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!

Adam Katz

Replied last 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 anonymous | June 25, 2018 | Hired Attorney | Business

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 c...ontinued 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.

Posted by Michael | June 22, 2018

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!

See All Client Reviews

Adam Foster Katz's Lawyer Endorsements

Endorse Adam
Nathan David Renov headshot
Nathan Renov

Estate planning lawyer | 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."

Jacob Seff headshot
Jacob Seff

Trusts lawyer | 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."

Noah Eden Klug headshot
Noah Klug

Estate planning lawyer | 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."

View All Endorsements

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This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  9.5 (Superb)

Honors

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

Work Experience

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

Associations

2017 - Present

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

2016 - 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

2015 - Present

NAELA (National Academy of Elder Law Attorneys)

Member

2015 - Present

Interactive Legal

Advisor

2012 - Present

Interactive Legal

Member

2010 - Present

American Bar Association

Member

2009 - Present

New York State Bar Association

Trusts & Estates Committee

2007 - Present

New York State Bar Association - Trusts & Estates Law Section

Member

Sample of 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.

See More Legal Cases

Education

2008

New York University School of Law

LL.M - Master of Laws

2005

Fordham University School of Law

JD - Juris Doctor

1997

Hofstra University

BS - Bachelor of Science

1997

Hofstra University

BA - Bachelor of Arts

Speaking Engagements

2013

It's Time to do a Living Way the Halachic Way

Health Care Proxies / Living Wills

2012

St. Johns University School of Law

Charitable Giving & Irrevocable Trusts

2011

Fordham University School of Law

Managing a Trusts & Estate Planning Law Firm

Publications

Languages

English

Hebrew

Activity

Avvo Rating

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