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David R. Okrent
About David
Biography
As a former IRS agent and CPA attorney, I bring to the practice of Elder Law a unique perspective and expeience. This makes us stand out and I have used this expeience over the last 30 years to help countless individuals and families. My office staff together wiht the attorneys are here to advocate on client level as well as legislative levels to insure that we are focused on protectng the fragile, indepence, dignity and control for our clients. I am proud of the individual attention that we provide our clients, the services we are able to help them receive in their time of need.
Practice Areas
2
Practice Areas
Elder Law
50%
42 years
Estate Planning
50%
42 years
Fees and Rates
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Chat withLicenses
Licensed in New York for 34 years
State: New York
Acquired: 1992
No misconduct found
Licensed in Connecticut for 33 years
State: Connecticut
Acquired: 1992
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
9 Client Reviews
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Practice Areas
Showing 1 - 2 of 2 reviews | Character & Conduct
Posted by Mark | July 14, 2017 | Hired Attorney | Estate Planning
Amazing person
David Okrent is one of the most knowledgable and helpful people I have ever met. It does not get better than this man! My family and I have worked with David for estate planning, wills, trusts, etc and have received top notch service. He is so pleasant to work with and is always willing to answer ...
Posted by Jeff | January 15, 2016 | Business
Always Helpful
I have been working with David for many years in my capacity as an administrator of an assisted living facility. In my role as an administrator, I have endured some amazing stories that you would not believe could happen within family situations. David was always willing to provide hypothetical a...
David R. Okrent's Lawyer Endorsements
"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."
Robert Montefusco
Divorce and separation lawyer
Anthony Ciaccio
Slip and fall accident lawyer
Experience
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 AttorneysMember
1992 - Present
New York State Bar AssociationMember
1982 - Present
Suffolk County Bar AssociationMember
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
Fifty Plus Lifestyles Long Island
New York Moves Forward in Protecting Patients Upon Discharge
2013
Fifty Plus Lifestyles Long Island
2013 Federal Estate Tax Changes Made Permanent But Watch out for New York!
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