Estate Planning

Mr. Falcone has extensive knowledge in estate planning for families of all ages and all income levels, Medicaid Asset Protection for seniors, Special Needs planning for disabled individuals, and Guardianships for incapacitated people. He is well-versed in the preparation and submission of Medicaid applications for both nursing home care and community-based home care all over New York State. He also prepares and executes simple and complex wills and trusts for his clients. Mr. Falcone is a New York State Certified Guardian, Court Evaluator and Attorney for a Guardian. Mr. Falcone is also accredited to practice before the Department of Veterans Affairs. Mr. Falcone is a member of the New York State Bar Association’s Committee on Veterans; Tax Committee; Elder Law and Trusts & Estates. Additionally he is a member of the Suffolk County Bar Association’s Elder Law and Trusts and Estates Committees; National and New York Care Planning Councils and he serves on the Executive Board of the Suffolk County Estate Planning Council. Mr. Falcone graduated from Iona College with Distinction with a Bachelor of Arts degree in Journalism and received his Juris Doctor from the City University of New York School of Law. While in law school he was a legal intern of the coveted Main Street Legal Services Elder Law Clinic, at CUNY Law School which consistently ranks in the top four of all law school elder law clinics nation-wide. Mr. Falcone was named “One To Watch” by Long Island Business News, 2011 and he was named a “Rising Star” by Super Lawyers. He was named as “10 Best Attorneys in New York” by the American Institute of Legal Counsel. He is Peer Rated in Martindale Hubbell and he has also appeared as a guest on 103.9 LI News Radio as an expert to discuss elder law issues. He has conducted a number of lectures on Medicaid Law for the Elder Law Clinic students of the City University of New York School of Law. Prior to becoming an attorney, Mr. Falcone served in the United States Navy for 13 years where he was awarded the Navy Commendation Medal and Combat Action Ribbon (with Gold Star) while serving in Operation Desert Storm. You can rest assured knowing that Mr. Falcone will handle your matter with expertise and compassion.

Russel Morgan is a practicing lawyer in the state of New York.

Nicolas Nelson is a client-focused lawyer and the founder of NN Legal Group. Recognized as a knowledgeable attorney, Mr. Nelson concentrates his practice family law, business law, estate planning, real estate, and civil litigation. Understanding that the legal system can be complex and overwhelming, Attorney Nelson works with his clients in order to achieve legal success. Representing clients inside and outside of the courtroom, Attorney Nelson is passionate about protecting the rights of the individuals, families, and businesses that he works with. Located in Glen Ellyn, IL, Attorney Nelson and his team offer a free consultation. To learn more, visit his website, or call 630-474-0925. Hablamos Español.

Gregory C. Larson has been in the practice of law in Bismarck, North Dakota for 37 years, and is a partner of the Larson Latham Huettl Law Firm. His primary areas of practice are tax, probate, business planning, estate planning, nursing home planning, and elder law. He received his B.S. degree from the University of North Dakota, his J.D. degree from Gonzaga University, and his Master of Laws in Taxation (LL.M.) from the University of Miami. Greg is licensed to practice before the Supreme Court of North Dakota, United States District Court for the District of North Dakota, the Eighth Circuit Court of Appeals, the United States Tax Court, the United States Court of Federal Claims, and the United States Supreme Court. Greg is a member of the American Bar Association (Member, Taxation Section), State Bar Association of North Dakota (Member, Section of Real Property, Probate and Trust Law, Probate and Trust Law Committee), Western Dakota Estate Planning Council (President, 1983-84, Member, Board of Directors, 1982-2000), Christian Legal Society (Member and State Director), National Academy of Elder Law Attorneys (Member and State Director).

Ms. Dean's professional experience encompasses a broad range of legal matters. Her primary emphases are estate planning, elder law, and probate. Her estate planning practice involves helping clients orchestrate their estates by drafting a vast array of trusts, wills and powers of attorney. Ms. Dean also provides compassionate legal advice while assisting families through the probate process. Ms. Dean's legal expertise in civil appeals includes both advising at the trial court level and handling all aspects of the appeal. She has handled appeals dealing with complex insurance matters, business matters, personal injury and family law appeals. She has successfully argued in federal and state courts, including the United States Court of Appeals for the Fifth Circuit, on behalf of a major insurance company, corporations, and individuals. She works with trial attorneys and clients to preserve error on the trial court level, preparing legal motions, handling mandamus actions, preparing and arguing the jury charge and handling all post-judgment motions. At the appellate level, Ms. Dean leads the appeal of a judgment, including preparing briefs, petitions for review and briefs on the merits to the Texas Supreme Court, and presenting oral argument before diverse panels of judges. Throughout her career, Ms. Dean has handled other civil matters as well, such as complex commercial litigation, corporate buy-outs, employment and business contracts, consumer issues, family law litigation, adoptions, real estate transactions and personal injury litigation. She successfully negotiated and closed a multi-million dollar buy-out of a snowboard clothing company to a major sporting goods conglomerate. Prior to specializing in appellate law, Ms. Dean engaged in a successful trial practice and as a result, understands the needs of trial attorneys and what it takes to make them successful at the trial level and on appeal. Integrity and operating under a high standard of ethics are of utmost importance to us at The Dean Law Firm. We abide by the Texas Lawyer's Creed.

Katz Law Firm’s founder and managing partner, Adam Katz, is admitted to practice law in New York Supreme Court, Southern District, Eastern District and U.S. Tax Court. He is an active member of the ABA– American Bar Association, NYSBA – New York State Bar Association (and is also a member on the Trusts and Estates Law Committee), NAELA (National Academy of Elder Law Attorneys), NAEPC (National Association of Estate Planners and Councils) and EPCNC (Estate Planning Council of Nassau County). Adam received a plaque from Martindale-Hubble in 2017 for practicing law. He is recognized and listed for estate planning and probate services on Nolo.com and Avvo.com, where he voluntarily answers questions regarding various aspects within the practice of law. Adam has also been nominated to be a rising star SuperLawyer by Thomson Reuters since 2015. In addition, he has been selected to serve as Co-Counsel for other law firms and attorneys. Adam was invited and has accepted the position to become a State Practice Advisor for Interactive Legal, which is among the nation’s elite leading Trusts, Estates and Elder Law legal resource and knowledge base. Adam’s unique academic background enabled him to gain exposure and valuable work experience across a wide variety of financial and legal positions. He has worked in the financial sector at Merill Lynch, practiced corporate litigation at Proskauer Rose LLP, intellectual property at Pennie & Edmonds, corporate transactional law at Jones Day and trusts and estates law at a number of firms. Adam has published articles on accounting and tax in BNA and decanting irrevocable trusts in the Nassau Lawyer. In addition, Adam has substituted as a law professor at Hofstra University’s School of Law and St. Johns Law School on trusts and estates drafting and tax law, lectured and participated in panels at Cardozo Law School and has given classes and presentations in various forums. Adam earned his Juris Doctor at Fordham University School of Law, where he was Notes and Articles Editor for the Fordham Journal of Corporate and Financial Law. Additionally, Adam was selected as teacher’s assistant and student coordinator of a research team to publish a treatise on International Law. After law school, he received his Master of Laws in Taxation, with a focus on Trusts and Estates, from New York University School of Law in 2008, where he was elected to be Director of the NYU Law & Business Association and volunteered as a mediator in the NYU Mediation Clinic. Katz Law Firm’s founder and managing partner, Adam Katz, is a cum laude graduate of Hofstra University where he graduated with two degrees and was given the Presidential Academic Fitness Award. Adam received his Bachelor of Science in Mathematics with honors and was Vice President of Kappa Mu Epsilon National Mathematics Honor Society. Adam also received a Bachelor of Arts with a triple-minor in Philosophy, Economics and Asian Studies. He was also elected to be Senator of Hofstra’s Student Government Association and was chosen to be a teacher’s assistant of Finite Calculus with Business Applications. If you need to find a lawyer who you can trust in the Cedarhurst area, Katz Law Firm is ready to use our expertise to serve you—contact us today!

Meyerson Law Firm was founded by attorney Seth Joel Meyerson, who has a passion for providing high-quality legal services in the areas of Estate Planning, Probate, Estate and Trust Administration, and Litigation. With degrees in Accounting and Production Operations Management from Appalachian State University and a master’s degree in Computer Science from the University of Georgia, Seth brings a unique blend of skills to his legal practice. Before earning his Juris Doctorate at Georgia State University College of Law, Seth gained valuable experience in the industry. He believes that his real-world experience has shaped his perspective on the practice of law, and he approaches his work as a team sport, emphasizing the importance of a strong team environment to achieve the best results for clients. As an active member of the Georgia Bar Association, Seth is authorized to practice law in Georgia's Superior courts, Georgia's Appellate courts, Georgia Appeals, and Georgia's Federal courts. He and his team are committed to providing personalized and effective legal representation to clients throughout the state of Georgia. With a diverse range of experience, Seth brings a unique perspective to his legal practice. He served in the US Army as an Infantryman with the Big Red One, and he is also an experienced NCAA Division I nationally ranked wrestler and coach of wrestling. Currently, he is a practitioner of Jui Jitsu. If you are seeking legal services related to Estate Planning, Probate, Estate and Trust Administration, or Litigation, please contact Meyerson Law Firm to schedule a consultation at 678-892-5910. The Meyerson Law Team looks forward to assisting you with your legal needs.

Today, our law firm focuses on providing comprehensive planning when you need it most. Because change is part of life, most people require ongoing assistance from their lawyer —not just one meeting. For this reason, building long-term relationships with our clients is a major aspect of our firm's culture.

Jerrold E. Slutzky, J.D., CFP® is a Florida-licensed Attorney at Law and owner of The Slutzky Law Firm, which focuses primarily on Estate Planning Services (wills, trusts, durable powers of attorney, health care surrogate designations, living wills, probate, etc.) and Small Business Legal Services (start-ups, buy-sell agreements, drafting of legal documents, contract negotiations, and general business law, counseling, and advice. Mr. Slutzky received a Bachelors of Science Degree in Finance from the University of Illinois (Champaign/Urbana), and a Juris Doctor Degree in Law from the John Marshall Law School in Chicago, Illinois. In 1977, Jerry obtained his Illinois law license and opened his own law firm in Chicago, which focused on small business law and family financial matters such as estate, retirement, and tax planning, as well as many other areas of the law. In 1988, he and his family decided to move away from the Chicago winters to the Florida sunshine. He placed his Illinois law license on inactive status, and pursued a career in the financial services industry in Tampa for over 20 years, and in that capacity, he obtained his Series 7 (General Securities), Series 63 (Uniform State Exam), Series 65 (Investment Advisor Representative), and Florida insurance licenses (Life, Variable Life, and Health). In addition, in 1999, Jerry obtained his designation as a CERTIFIED FINANCIAL PLANNER(TM). Although he had previously retired from the practice of law in Illinois, he yearned to be able to use all of his knowledge and experience, both in legal as well as financial matters to better serve the needs of his clients. Inspired by his father, who practiced law until he was 96 years of age, Jerry decided to resume the practice of law in Florida in 2012. He limits his legal practice to matters pertaining to estate planning, small business law, and general legal counsel and advice. In addition, with the combination of over 40 years experience in the legal and investment arenas, he also serves as an arbitrator in adjudicating investor disputes before the Financial Industry Regulatory Authority (FINRA), the largest independent regulator for all securities firms doing business in the United States. Jerry is also author of "My 'Everything' File," which is a 330 page workbook containing guides to help you provide your loved ones with everything they need to know about you, your assets, your debts, your medical history, your family history, and much more. It is available for purchase at www.MyEverythingFile.com as well as on Amazon.com. An online course and workbook version is available at www.MyEverythingFile.net/JSlutzky. When not in the office or out giving educational lectures, Jerry loves ballroom dancing with his wife, Helen, and is an active supporter of community theater in the Tampa Bay area, where he can often be found performing on stage in one Broadway musical or another. It has been said that “every lawyer is a frustrated actor,” and Jerry’s avocation lends credence to that statement. If you belong to an organization which would like Jerry to provide an interesting, entertaining, and extremely informative educational lecture, please call him or send him a note.