David R. Okrent

David R. Okrent

5.0
Rating: 7.3

Licensed for 33 years

Elder law Lawyer at Dix Hills, NY
Practice Areas: Elder Law, Estate Planning

33 Walt Whitman Road, Ste137, Dix Hills, NY

About David

Biography

Practice Areas

2

Practice Areas

Elder Law 50%

42 years

50%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in New York for 33 years

State: New York

Acquired: 1992

Currently Registered

No misconduct found

Licensed in Connecticut for 33 years

State: Connecticut

Acquired: 1992

Retired

No misconduct found

Location

Law Offices Of David R Okrent

33 Walt Whitman Road, Ste137, Dix Hills, NY, 11746

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David R. Okrent's Reviews

Avvo Review Score

5.0 /5.0

9 Client Reviews

5 star (9)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Pete | October 21, 2022 | Hired Attorney

This review is from a person who hired this attorney.

Outstanding Estate Attorney

David prepared the estates of both my parents (wills, trusts, health care proxy, etc). They were elderly and David interacted with them extremely well, gaining my fathers confidence which was essential. Over the years, my mother passed away and my father is now confined to a nursing home. Although t...hese have been difficult times, David's prior work on the estate and ongoing guidance were outstanding and extraordinarily helpful. Most recently he helped guide us in getting my father into the appropriate nursing home for his care and completed the medicaid application process. I am a retired CPA but I can not imagine going through this process with David's assistance.

Posted by Thomas | June 23, 2022 | Hired Attorney

This review is from a person who hired this attorney.

Estate trus

What an absolute pleasure to have David as our estate attorney. Brilliant, personable man with a great bedside manner. David spent more time talking with us about life in general that he spent on doing the paperwork. He never made us feel rushed out of the office. Lots of laughing!

Posted by John | August 12, 2021 | Hired Attorney

This review is from a person who hired this attorney.

Excellent Attorney for our Elder Care & Estate Planning Needs

I hired David Okrent for my personal and family matters and have direct experience with David Okrent spanning 8 years. He is incredibly knowledgeable in matters of estate planning and eldercare needs. I place full faith in David's ability to solve difficult legal issues for our benefit. His staff ...is excellent and caring. My concerns were always handled in the highest professional manner. David is always accessible and responsive to me. I highly recommend his professional services.

Posted by Teresa | July 30, 2020 | Hired Attorney

This review is from a person who hired this attorney.

Peace of Mind

Years ago, David Okrent developed a plan for my mother's health care and financial security, protecting her assets and her dignity. He was very professional and compassionate. Everything went very smoothly for our family when she passed. When it became time for my spouse and I to consider our futu...re, we asked David to develop the same plan for us. We wanted to ensure that things would be in order and easily resolved for our sons at the time of our demise.

Posted by anonymous | November 7, 2018 | Hired Attorney

This review is from a person who hired this attorney.

David Okrent - Life's Planner - Result...A Sense of Relief

After experiencing the unknowns regarding a family member who passed away, we immediately began seeking the services of an attorney to record our wishes. In our search, we selected David Okrent, a well-respected elder care attorney, after attending one of his seminars. We met with Mr. Okrent to d...iscuss our concerns and prepare the proper documents. At the time, it seemed overwhelming, but he guided us through the process with patience and clarity. We were able to work through some of the more difficult aspects and create a legal document package that we were comfortable with. Mr. Okrent and his staff made scheduling convenient and the planning experience less stressful; we left with a sense of satisfaction and relief. In addition to annual reviews, his office is readily accessible should unexpected changes occur which require immediate attention and/or change.

See All Client Reviews

David R. Okrent's Lawyer Endorsements

Endorse David
Anthony A. Ciaccio headshot
Anthony Ciaccio

Estate planning lawyer | Oct 20

Relationship: Fellow lawyer in community

"In 2005 as a newly admitted attorney I experienced firsthand how important it is to have an experienced attorney draft your will and estate matters as my father suddenly died. I was now incharge and David took care of both of my grandparents’ affairs. Because of David my grandparents were able to have dignity at the end of their life and I did not have to deal with the stress normally associated with the failing health of loved ones. David was always one-step ahead and he was able to protect their assets while ensuring they received proper care. David is well respected in the legal community and can be trusted to help with all of your estate matters."

View All Endorsements
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Robert Montefusco

Divorce and separation lawyer

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Anthony Ciaccio

Slip and fall accident lawyer

Experience

Rating:  7.3 (Very Good)

Honors

2012

Leadership in Law, Long Island Business News

2005

Man of Spirit,

Work Experience

1992 - Present

Managing Attorney, The Law Offices of David R. Okrent

1987 - 1992

Revenue Agent, IRS

1984 - 1987

Accountant, KPMG Peat Marwick

Associations

1993 - Present

National Academy of Elder Law Attorneys

Member

1992 - Present

New York State Bar Association

Member

1982 - Present

Suffolk County Bar Association

Member

Education

1992

St John's University

JD - Juris Doctor

1984

CW Post School of Professional Accountacy

BS - Bachelor of Science

Speaking Engagements

2017

NY State Bar Association Elder Committe Annual Meeting in NYC

Tax Law Update for Elder LAw Attorneys

2017

NAIPC SOcial Worker Update

Prtoecting the Home

2016

Naipc and Stonybrook University Hospital

Elder Law

2016

Alzheimer's Association

Elder Law and Tax Issues

2015

LGBT and Estate Planning Today

LGBT and Estate Planning today

N/A

Various Community Libraries

Voluminous Elder Law, Estate Planning and Special Needs

N/A

NYS, Suffolk, and Nassau County Bar Association

Voluminous on Elder Law, Estate Planning & Special Needs

N/A

Long Island Alzheimer's Foundation

Voluminous Elder Law, Estate Planning and Special Needs

N/A

Healthcare Financial Management Association

Elder Law

N/A

Financial Planning Association

Voluminous on Elder Law, Estate Planning & Special Needs

N/A

CPA Society

Voluminous on Elder Law and Estate Planning

Publications

2017

Long ISlander News Paper Many Articles in Elder Law - Medicaid, Protecting Assets, Estate Planning, Etc

2016

N/A

New York State Bar Association Voluminous on Elder Law and Estate Planning

N/A

Co- Chief Editor NYS Bar Elder law and Special Needs Quaterly Publication Co- Chief Editor NYS Bar Elder law and Special Needs Quaterly Publication

N/A

Suffolk County Bar Association Voluminous on Elder Law and Estate Planning

N/A

New York State Bar Association publication Taxation of Pooled Trusts

Languages

American Sign Language

Avvo Rating

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  • Experience & background Years licensed, work experience, education
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