Estate Planning Lawyers for New York

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Meet some of our New York Estate Planning Lawyers

John M. - Estate Planning Lawyer in New York
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5.0 (1)
Member Since:
June 4, 2024

John M.

Senior Corporate Counsel
Free Consultation
Foxboro, MA
26 Yrs Experience
Licensed in NY MA
Boston University School of Law (J.D.)

John Mercer is a distinguished corporate counsel who is well-known for turning legal challenges into strategic assets. He possesses a deep understanding and expertise in intellectual property (IP), compliance, and corporate law, particularly in the pharmaceutical and biotechnology sectors. His proficiency lies in transforming legal complexities into strategic advantages, ensuring operational excellence, and driving innovation forward. John excels at safeguarding an organization's legal interests and integrity, ensuring operations adhere to the law. As a strategic leader, John excels at safeguarding an organization’s legal interests and integrity, ensuring operations adhere to the law. He also brings immense value to his profession through his skills in drafting, negotiating, and managing significant agreements that secure organizational interests with widespread industry impact. His unparalleled expertise in legal advisories significantly enhances compliance and develops risk management frameworks that protect and advance company ambitions. Moreover, John's command over patent and trademark portfolios, alongside his ability to drive innovation initiatives and design incentive schemes, substantially bolsters intellectual property prowess. John's areas of expertise are extensive, covering skills vital to corporate law, legal contract negotiations, material transfer agreements, and more. He is particularly adept in regulatory compliance, legal consulting, clinical trials, biotechnology, patents, and patent portfolio analysis, to name a few. His leadership is complemented by active listening, analytical thinking, problem-solving abilities, and other soft skills that make him a leader and visionary.

Recent  ContractsCounsel Client  Review:
5.0

"Thank you John, I appreciate your very personal effort with quality and practicality in mind."

Umar F. - Estate Planning Lawyer in New York
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4.4 (3)
Member Since:
April 24, 2024

Umar F.

Startup Legal Counsel
Free Consultation
New York
18 Yrs Experience
Licensed in NY DC
University at Buffalo School of Law

Hi, I'm Umar from CounselX. I started off doing domestic and international corporate law work at the world's largest law firm Dentons and then moved in-house as Head of Legal of an investment bank before starting my own firm in 2012. We have been a trusted legal resource for founders since our inception. My team has helped over 1,000 startups launch, grow and thrive. When it comes to corporate and commercial law matters, you need an attorney that not only has a deep understanding of the law, but is passionate about your companys continued success. Whether it's helping to get your business off the ground or handling tough negotiations in a pivotal transaction, I'm available to provide insightful legal counsel and trustworthy guidance. To learn if I'm the right fit, schedule a free 15-minute introductory call with me.

Jodi B. - Estate Planning Lawyer in New York
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Member Since:
April 1, 2025

Jodi B.

Attorney
Free Consultation
Mount Laurel NJ
23 Yrs Experience
Licensed in NY OH
Western New England University

I'm a New York Attorney, who would love to review contracts, negotiate on your behalf, review title, and inspection reports to ensure you buy or sell your home with marketable title.

Romina S. - Estate Planning Lawyer in New York
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Member Since:
April 18, 2024

Romina S.

Managing Attorney
Free Consultation
Morristown, NJ
20 Yrs Experience
Licensed in NY NJ
St. John's University School of Law

Attorney licensed in New York and New Jersey with over 15 years of experience in Real Estate, Property Law and Collection/Debt Defense Law.

Akash K. - Estate Planning Lawyer in New York
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Member Since:
May 2, 2024

Akash K.

Partner
Free Consultation
San Francisco, California
10 Yrs Experience
Licensed in NY DC, NJ
Brooklyn Law School

Practicing in New York, New Jersey, New Delhi & Gurgaon, Akash’s cross-border practice focuses on immigration, intellectual property law, entertainment law and transactional law. With a Juris Doctor from Brooklyn Law School, an LLM from NLSIU, and a master’s in management from Lancaster University, Akash is highly qualified to deliver comprehensive and effective legal solutions to all his clients. Akash's immigration law practice focuses on work-based and family-based immigrant and non-immigrant visas. His expertise spans a variety of services in this sector – including petitions, applications, pre-petition compliances, changes of status, employment authorization, derivative applications, maintenance of status, and much more. He also provides consular law services within India. Akash has a strong academic and practical background in Intellectual Property Rights and Media Law. His practice includes IPR registration, IPR management, IPR auditing, pre- and post-publication review, piracy and copyright matters, media law compliances, and more. Akash's international commercial and transactional law practice specializes in cross-border transactions, business structuring, investments, joint ventures, mergers and acquisitions. His alternative dispute resolution practice, both as a commercial mediator, has resulted in successfully resolving disputes over family affairs, business concerns, and commercial disputes. He is a registered a certified commercial mediator with the Indian Institute of Arbitration and Mediation.

Thomas C. - Estate Planning Lawyer in New York
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Member Since:
May 3, 2024

Thomas C.

Attorney
Free Consultation
New York, NY
22 Yrs Experience
Licensed in NY
Brooklyn Law School

I’ve been an attorney for over 20 years practicing mainly in the insurance industry. I’ve worked for law firms, insurance carriers, and insurance brokerages. I currently have my own firm where I help companies manage risk, insurance coverage issues and other business related matters.

Harry R. - Estate Planning Lawyer in New York
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Member Since:
May 12, 2024
Jim Z. - Estate Planning Lawyer in New York
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Member Since:
May 31, 2024

Jim Z.

Associate
Free Consultation
New York/Los Angeles
8 Yrs Experience
Licensed in NY
Brooklyn Law School

I graduated honors from the University of Iowa, University of Chicago and Brooklyn Law School. I’m an innovative corporate M&A attorney with 7 years of experience and a software developer experienced in front end development. A highly experienced and entrepreneurial lawyer, I work primarily with business owners and founders in connection with mergers and acquisitions, securities law and software contracts.

Robert C. - Estate Planning Lawyer in New York
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Member Since:
June 5, 2024

Robert C.

Attorney
Free Consultation
Elkhart, Indiana
39 Yrs Experience
Licensed in NY VA
University of Buffalo Law School

A highly motivated, dedicated attorney (and military veteran) with proven experience in executive corporate leadership, legal risk mitigation, litigation, and legal department management. Skilled in collaborating with all members of the organization to achieve business and financial objectives with high-profile corporations. Instrumental in streamlining and improving processes, enhancing productivity, and implementing sound legal and business solutions.

kumar p. - Estate Planning Lawyer in New York
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Member Since:
June 23, 2024

kumar p.

Attorney
Free Consultation
Ny
27 Yrs Experience
Licensed in NY
University of connecticut

24 years experience handling Estate planning, corporate transactions, real estate and drafting of contracts, have represented numerous start ups in New York City and have drafted all types of commercial and investment documents for clients.

Merrill B. - Estate Planning Lawyer in New York
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Member Since:
June 11, 2024

Merrill B.

IT & Commercial Counsel
Free Consultation
New York, NY
21 Yrs Experience
Licensed in NY
Quinnipiac University School of Law

I am an experienced commercial and technology transactions attorney who works with cross functional teams on large scale domestic and international commercial and technology B2B agreements for SaaS, software, and various commercial services, supporting sales, sourcing and business owners. This entails counseling, drafting and negotiation of IP, security, privacy, and liability issues, along with SLAs, SOWs, and Orders, giving business oriented advice, along with writing that is clear and concise. I enjoy giving practical business minded advice in a straight forward manner to clients, regardless of whether the issue is legal, business or financial.

Peter C. - Estate Planning Lawyer in New York
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Member Since:
June 25, 2024

Peter C.

Managing Attorney
Free Consultation
New York
8 Yrs Experience
Licensed in NY
St. John's University School of Law

A lawyer for small businesses throughout NY. Obtain affordable legal assistance for your business & personal needs without having to pay inflated hourly rates or retain costly, full-time legal counsel. Helps with licensing, contracts, corporate formation, problems with employees, litigation management/avoidance, regulatory compliance, and intellectual property, among other things.

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Estate Planning Legal Questions and Answers

Estate Planning

Power of Attorney

New York

Asked on Dec 9, 2024

Can a power of attorney be revoked?

Can a power of attorney be revoked in the case where I appointed my brother as my power of attorney, but he has abused his authority by making financial decisions that are against my best interests, and I no longer trust him to act in my best interests? I granted him power of attorney due to a temporary disability, but I have since recovered and would like to regain control over my financial affairs.

Damien B.

Answered Dec 10, 2024

Yes, a power of attorney can typically be revoked, provided you are mentally competent. Since you mentioned that you have recovered from the disability and no longer trust your brother to act in your best interests, you should be able to revoke the power of attorney and regain control over your financial affairs. You or an attorney can draft a Revocation of Power of Attorney, provide to your brother, banks and other entities to inform them of the revocation.

Read 1 attorney answer>

Estate Planning

Power of Attorney

New York

Asked on Nov 17, 2021

I would like to kno if an estate hold harmless form is bad or good in my situation

I have p.o.a of my brother and he has unclaimed funds in Nys I filed for it and the said I had to complete that for b4 they released the funds

Jane C.

Answered Nov 30, 2021

You need an attorney to review your case in order to provide you with an answer.

Read 1 attorney answer>

Estate Planning

Affidavit of Heirship

New York

Asked on Aug 8, 2021

What are inheritance rights for niece and nephew?

My Aunt passed away July 9, 2021 and she had a will. On the will she stated that she wants everything left to my mother whom is deceased as well and executer of estate is my sister.

Jane C.

Answered Aug 23, 2021

Does the will have a provision that states who will receive your aunt's assets if your mother predeceased her? If not, I believe the rules of inheritance found in the New York Statute will govern. https://www.nysenate.gov/legislation/laws/EPT/4-1.1. Your sister needs to go to the Probate Court and/or consult an estate attorney.

Read 1 attorney answer>

Estate Planning

Power of Attorney

Illinois

Asked on Mar 25, 2022

I am my brother's payee I am planning on moving another state my brother has had two aneurysms do I need power of attorney to move him to another state

My mom just died in 2020 February she was controlling the household I was living in Wisconsin when my mother died I was the only son capable taking care of things financially and mentally my oldest brother have had two aneurysms when my mom died I had to take care of my oldest brother and my youngest brother which he died the same day as my mom and my dad since then my oldest brother has lost his eyesight and he can't remember a lot of things I just want to know I am new to this do I need power of attorney to move my brother to another state

T. Phillip B.

Answered Mar 25, 2022

You don't necessarily need a POA to move him to another state if he is agreeing to move. But at some point you'll need a POA (if he has the capacity to sign one) or to become his guardian.

Read 1 attorney answer>

Estate Planning

Life Insurance Trust

Kentucky

Asked on Sep 29, 2025

If a life insurance policy owner dies and the insured is still alive and it is a life insurance policy with cash value that the policy owner had taken out a loan against with the policy so withdrew some of the cash value and were not legally liable to pay that debt to the policy back, does the executor have to pay that debt to the cash value off?

My mom had a life insurance policy on my younger adult sister. My mom was the policy owner and my adult sister is the insured. My mom passed in 2022. The life insurance policy she had on my sister had cash value on it and my mom had taken some of that out when she built her house about 20 years ago. As the executor, am I required to pay that back, since my mom wasn't actually required to put the money back in the cash value if she didn't want to? Is it considered a debt that I need to pay out of the estate? The estate has the funds to pay it but I wasn't sure if it was required to pay.

Randy M.

Answered Sep 30, 2025

When a policy owner takes out a loan against a life insurance policy’s cash value, that loan is secured entirely by the policy itself. It’s not a personal liability of the policy owner, and it doesn’t become a debt of the estate. The insurer tracks the outstanding balance and deducts it from the policy’s value. In your situation, your mother was the owner of a policy insuring your sister’s life. She borrowed against its cash value years ago. Because she wasn’t legally required to repay the loan during her lifetime, the obligation doesn’t shift to her estate. As executor, you don’t treat that loan as a claim against estate assets. The only impact is on the policy itself: the loan plus interest reduces the cash value if surrendered, or the death benefit if your sister eventually dies while the policy is still in force. What Happens After the Owner Dies Since your mother has passed and the insured (your sister) is still alive, the policy itself becomes part of the estate unless a contingent owner was named. That means you may have temporary control as executor. At this point you have several options: 1. Maintain the policy by continuing premiums if required. The loan remains in place and will keep accruing interest, which reduces the policy’s value. 2. Transfer ownership to your sister or another beneficiary under the will or intestacy laws. The new owner takes the policy subject to the outstanding loan. 3. Surrender the policy for its remaining net cash value, which will already reflect a reduction for the loan balance. 4. Allow the policy to lapse by discontinuing premium payments, though that wastes any remaining value. The right choice depends on the estate’s circumstances, your sister’s wishes, and whether preserving coverage has practical value. Executor’s Responsibilities Your duty as executor is to collect estate assets, pay valid debts and expenses, and distribute the remainder under the will or state law. Since policy loans are not debts of the estate, you don’t repay them out of general funds. The insurance company enforces repayment internally by adjusting the policy value. The only estate-level question is whether to hold, transfer, or surrender the policy itself. Review the Policy Contract You should review the actual policy contract to confirm ownership and rights after your mother’s death, as terms can vary. If the estate inherited the policy, the insurer will require documentation before you can act. For guidance on transferring ownership and managing the policy, it’s best to consult an estate attorney in your jurisdiction. Contracts Counsel can connect you with experienced estate attorneys who can assist with this process.

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