Planning for the future is a difficult and often challenging task, but there is peace of mind that comes from knowing that you have a well thought-out safety net in place that provides for your family’s welfare when you are gone.
The Law Offices of Lisa S. Katz, PLLC was established to make a difference in the lives of clients by providing compassionate legal counsel and developing lifelong relationships. We strive to bring peace of mind to you and your family, in a manner that not only addresses legal issues, but also the financial and emotional intricacies that surround them.
When you are ready to plan for your family’s future, let the Law Offices of Lisa S. Katz, PLLC guide your through the process of preparing appropriate wills or trust documents and advance directives such as powers of attorney, health care proxies and living wills. If you have recently lost a loved one and need help navigating the estate administration process, we can guide you through the Surrogate's Court and state law requirements. We are also proficient in buy-sell agreements, business entity formations and corporate transactions for your business.
Our legal offices represent clients in all stages and walks of life including:
the traditional two-parent family seeking to protect their children if both parents should be lost while the children are minors;
single parents seeking to protect the children who depend on them;
older couples seeking to protect their savings from taxes and to provide for children and grandchildren;
disabled persons needing special needs trusts to ensure they are not disqualified from government benefits;
blended families seeking a plan that provides for fair division of assets among children when the assets must be divided;
elderly people planning for future or impending disability;
families coping with the loss of a loved one and confronting the myriad details that must be handled; and
the small to medium-sized business entity in all your transactional needs.
We are located in northern Westchester County, New York. We serve clients in New York City, Westchester, Rockland, Dutchess, Orange and Putnam Counties. We also make house calls.
To comply with requirements imposed by the IRS in Circular 230, we inform you that, unless expressly stated otherwise in this communication (including attachments), any tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of: (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or other matter addressed herein.
The information provided in this web site is attorney advertising. It is for informational use only. Do not construe this as legal advice. You should not act or rely on any information at this website without seeking the advice of an attorney.