I focus my legal practice on the areas of Estate Planning (including tax planning for US Citizens and Foreign Nationals), Probate and Estate Administration, and Elder Law (which encompasses Guardianship, Community and Nursing Home Medicaid Plannin...
Practice areas & skills: Probate, Wills & Living Wills, Trusts, Estate Planning, Elder Law
Review: “I had extensive conversations with Bruce both via email and in person, and he has key knowledge and expertise in the three states that mattered most to our affairs - New York, New Jersey, and Florida. Would very highly ...
Practice areas & skills: Probate, Estate Planning, Tax, Trusts
Review: “I was battling the IRS for a false claim in excess of $2Mil for a company that I had sold 2 years prior to the tax period in question. I was frankly struggling to navigate through the IRS maze on my own. Kaplan stepped ...
Practice areas & skills: Probate, Estate Planning, Tax, Guardianship, Employee Benefits
Review: “During a difficult time in my life, Mr. Portnoy was more than helpful. He guided me through a topic I've known nothing about. Through the minutia and bureaucracy. Wonderful experience. Wonderful attorney.”
Practice areas & skills: Probate, Elder Law, Wills & Living Wills, Trusts, Guardianship
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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 their money, property, and other assets, you pay the person's debts and taxes. Once all debts have been paid, you distribute their money and property according to the language of the will. If there is no will, the laws of the state where the dead person lived control how the property is distributed. A probate attorney helps you plan what happens to your property when you die, as they can probate wills and act as your probate court estate representative. A probate attorney also represents family members and beneficiaries wishing to challenge wills.