Our firm's goal is to help individuals and businesses succeed in achieving their legal goals and desires in an expedient and cost effective manner. Like all professionals and business owners, my objective is to provide excellent service, maintain open communication, and practice law with integrity and respect for the client.I view a client as a customer who demands results and requires adequate comprehension of the issues and options he or she faces. While many attorneys feel as though they know what's best for a client, the truth is that most clients can make appropriate decisions if they are fully informed by their attorney. It is our firm's policy that our clients receive the insights he or she desires to make their own decisions, with our attorneys acting as the enabler of the desired end-result.If you are an existing client, I look forward to our continued relationship based on trust, results and respect. If you are looking for a legal professional who cherished integrity and works to gain your respect I look forward to working with you.Focus Areas: Our firm provides legal counselor for clients in need of the following: - Estate Planning (Wills, Trusts, Health Care Proxies) - Probate, Estate Disputes and Surrogate’s Court practice- Elder Law, Medicaid & Supplemental Needs Trusts- Contract review and drafting- Corporate formationDISCLAIMER: Attorney Advertising. Please note that prior results do not guarantee a similar outcome. This site and any information contained herein are intended for informational purposes only and should not be construed as legal advice. Seek competent legal counsel for advice on any legal matter.

Working for the legal benefit of clients in need of estate planning, Surrogate's Court practice, Medicaid and elder law, real estate transactions, contract review and drafting, and corporate law matters.

Assisting clients in need of estate planning, Surrogate's Court practice, corporate and commercial law, real estate transactions, contract review and drafting.

Serving as a Certified Financial Planner of a Fee Only financial planning and real estate consulting firm, working with clients regarding their rental and investment real estate, as well as investment, retirement, income and estate tax planning.

Drafted a broad array of estate planning documents, compiled accountings, and organized trust administration and probate proceedings paperwork. Conducted legal research and drafted memorandums of law.

Represented claimants in securities arbitration cases. Drafted statement of claims, replies, discovery requests, and responses to discovery requests. Reviewed NYSE and NASD proposals and drafted comment letters.

Conducted legal research and drafted memoranda regarding SEC Broker Dealer exceptions to the Investment Advisor Act of 1940 (Release 34-51523).

Provided company's summary of products to stock brokers and financial planners. Reviewed and analyzed strengths and weaknesses of competitors' products.

Conducted investment research. Developed and implemented marketing campaigns for long term care insurance, real estate investment trusts, annuities, and general client acquisition.

Consulted with financial planners to provide appropriate annuities and life insurance policies in order to increase firm business. Analyzed new insurance products entering financial markets.

Built a financial planning practice through consultations with existing and prospective clients, designed and presented financial plans, and sold mutual funds and insurance.

Assisted corporate clients in administering employee stock option plans.