Best Lawyers in New York, United States for Trusts and Estates
Cities
Laurie Ruckel concentrates her practice on estate planning, succession planning, estate and trust administration and estate taxation. Her experience encompasses wills and trust agreements, estate and gift tax audits, succession planning for closely held businesses and prenuptial agreements. Laurie's principal clients are high net worth individuals, closely held businesses, real estate clients and executives of publicly held companies. Laurie also lectures on the subject of estate planning and...
Matt is partner concentrating his practice in the area of elder law, estate administration, and Medicaid planning. In his Medicaid planning practice, Matt works with families to preserve their assets, while obtaining access to necessary long term care services. Matt has been a Legal Services Provider for the Saratoga County Office for the Aging for over a decade and previously served as the Saratoga County Examiner of Guardianship Accounts. Matt is a frequent lecturer on elder law issues for ...
Nathan Shoff assists individuals and families throughout Rochester, New York and the surrounding Finger Lakes region with trusts and estates matters , helping clients prepare for the legal and financial challenges that can accompany aging, illness, incapacity, and death. At Lacy Katzen LLP , he counsels clients on developing estate plans tailored to their personal, family, and financial goals. His work includes advising clients on the selection of fiduciaries, such as executors, trustees, and...
Patricia C. Marcin is an attorney with Rivkin Radler LLP in Uniondale, New York, where she focuses her practice on Trusts and Estates . She assists individuals, families, and business owners with personal, family, and business planning, including the preparation of wills, trusts, and other estate planning documents. Her work also encompasses all phases of estate administration, such as the analysis and review of estate and fiduciary income tax matters, as well as the legal and administrative ...
Karen Martino Valle is Of Counsel to our firm and focuses her practice on the organization and operation of business and not-for-profit corporations, partnerships and limited liability companies, as well as estate planning and administration, contested estate and trust matters and business succession planning. She advises clients on a wide range of business matters, including transactional matters, mergers and acquisitions, tax planning and commercial leasing and financing, with a specific fo...
For ultra-high-net-worth individuals, Kathryn von Matthiessen offers sophisticated yet practical counsel on income and transfer tax optimization. She provides estate and business succession planning for domestic and international private clients, and has extensive experience in cross-border issues. Kathryn's international private client experience is particularly broad. For clients coming to the United States she provides pre-residency planning. For foreign families with US members, she uses ...
Ms. Berkman concentrates her practice in the areas of estate planning, estate and trust administration, Medicaid advisement and planning, accountings, kinship matters, wrongful death compromises and guardianship proceedings. She assists clients with preparation of estate plan documents, including wills, trusts, powers of attorney, health care forms and living wills.
Amy Erenrich Heller is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Amy Erenrich practices law in New York, New York Best Lawyers has recognized Amy Erenrich Heller since 2020. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Amy Erenrich Heller is held by other lawyers.
Susan P. Witkin is the founding member of The Law Offices of Susan P. Witkin PLLC in New York, New York. Her practice focuses on Trusts and Estates, including estate and tax planning, probate matters, trust and estate administration, and related litigation. Ms. Witkin advises individuals and families on estate planning strategies designed to address income, estate, gift, and generation-skipping transfer tax considerations while reflecting each client’s personal priorities and long-term ...
Susan C. Frunzi is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Susan C. practices law in New York, New York Best Lawyers has recognized Susan C. Frunzi since 2006. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Susan C. Frunzi is held by other lawyers.
Practice Experience John M. Olivieri's practice focuses on estate planning, business succession planning, charitable giving and asset protection. He advises clients on the many complex tax issues and intrafamily concerns involved in the transfer of wealth from one generation to the next, and he assists clients in establishing creative, personally tailored plans for the preservation and transfer of their assets in a tax-efficient manner. In addition, Mr. Olivieri counsels clients on all aspect...
Alexis Gruttadauria is an associate in the Trusts and Estates Group. In addition to a traditional trusts and estates practice, Alexis has extensive experience in the areas of elder care, special needs and mental health law. Alexis often gives presentations to other attorneys, community groups and members of the community concerning the importance of proper planning, as well as options when the planning has not been done, in the areas of wealth transfer, elder law, special needs and mental hea...
Elyse G. Kirschner advises clients on domestic and international tax and estates planning matters. Elyse’s areas of experience include charitable giving techniques, the formation and taxation of private trust companies, tax-exempt organizations and the taxation of foreign trusts. Read full biography: https://www.mwe.com/people/kirschner-elyse-g/
Christina Baltz is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Christina practices law in New York, New York Best Lawyers has recognized Christina Baltz since 2024. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Christina Baltz is held by other lawyers.
Our Methodology
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
The Process
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
