Michael Davidov
Top rated Estate Planning & Probate attorney in New Hyde Park, New York
Practice Areas:
Estate planning & probate,
Elder law,
Estate & trust litigation,
Real estate,
Trusts,
Wills
Education Qualification:
The City University of New York School of Law
Practice Areas:
Estate planning & probate,
Elder law,
Estate & trust litigation,
Real estate,
Trusts,
Wills
1981 Marcus Avenue, Suite 231, New Hyde Park, NY 11042North New Hyde Park, New York, 11042
First Admitted: 2006, New York
Professional Webpage: https://www.davidovlaw.com/attorneys/michael-davidov-esq-cfp...
Bar/Professional Activity:
- Board of Governors, American Academy of Estate Planning Attorneys, 2015
- New York State Bar, United States Tax Court, United States District Court, Eastern District of New York
- Fellow of the American Academy of Estate Planning Attorneys., 2016
- Presented at CUNY School of Law about law practice management., 2018
Verdicts/Settlements (Case Results):
- $900,000+ settlement in a contested estate administration case, Nassau county, 2010
- Trial verdict in favor of client in who suffered losses as a result of a real estate transaction that failed to close, 2010
- Favorable settlement after litigation of a large Medicaid estate recovery claim in Queens county Surrogate's court. The settlement reached was for 11% of the amount claimed by Medicaid, 2017
- Represented beneficiary in a contested Surrogate's Court proceeding to object to administration of estate, appointed client as fiduciary, and litigated against estate beneficiaries and bank to turnover deed to house. Queens County Surrogate's Court., 2014
- Settlement after initiating and litigating a contested estate accounting, Queens county Surrogate's court, 2019
- Kinship trial in Queens county Surrogate's court representing the rights of an alleged non-marital child, 2015
- Settled estate litigation proceeding for 90% + of amount claimed on behalf of claimants in a turnover proceeding against an estate fiduciary in Queens County Surrogate's Court., 2014
- Represented estate beneficiaries against Executor in a turnover proceeding after beneficiaries learned that Executor stole decedent's house while she was alive. During discovery and depositions of the Executor and others, I uncovered a significant amount of information that lead to a very favorable settlement for my clients., 2015
- Settlement in a right of election case that resulted in receiving the full demanded value for the surviving spouse after litigation with the decedent's executors, 2013
- Favorable settlement in a will contest in Queens county Surrogate's court. I represented the objectants/distributees, 2013
- Verdict in favor of Nursing Home client in a non-payment case against Nursing Home resident and her spouse, 2012
- Represented Trustee in Trust Accounting for a ten year period. The accounting was contested by beneficiaries. Negotiated and resolved the case to client's satisfaction., 2014
Representative Clients:
- Estate fiduciaries, beneficiaries, high net worth individuals, small to mid sized businesses, nursing homes, and Medicaid applicants, 2022
Transactions:
- Created a charitable remainder trust for client with highly appreciated stock portfolio. The significant savings on income tax deductions were used to fund an irrevocable life insurance trust. , 2014
- Administered estate valued at 12.5 million that included preparing and filing of the 706 estate tax return, selling a number of assets, and addressing and negotiating multiple claims by various parties., 2021
- Created a charitable lead trust to save client a significant amount of income taxes and to shelter assets in a Roth IRA, 2021
- Administered multi jurisdictional estate and trust administration, including probate, trust administration, estate tax return preparation and associated corporate matters relating to decedent's estate. Utilized valuation discounts to lower liability for New York and federal estate taxes., 2015
- Created Intentionally Defective Grantor Trust for clients with significant real estate holdings. The result is more than $5 million in estate and GST tax savings for the family., 2016
- Represented high net worth clients (35+ million) in establishing leveraged GRATs that sheltered a significant part of their estate from estate taxes., 2015
- Obtained Medicaid Nursing Home benefits for individual who made transfers during the 5 year look-back period. The client faced a decision from Medicaid that would have rendered him disqualified of Medicaid benefits for 38 months without my assistance. I was able to qualify him with within 9 months, saving the client and the client's family $348,000., 2016
- Helped client return home after hospital and nursing home stays. I obtained maximum Community Medicaid home care services for this client suffering from Alzheimers and a recovering from a fall., 2016
- Guided corporate tenant through a multi year 6+ million dollar lease negotiation., 2013
- Administered complicated estate valued at 20 Million +, 2016
Special Licenses/Certifications:
- Life and Health Ins. licensed, 2020
- Series 65 licensed, 2013
- Real Estate Broker License, 2018
- Certified Financial Planner, 2012
Pro bono/Community Service:
- drafted supplemental needs trust for wounded 9/11 first responder, 2016
Honors/Awards:
- Selected as a SuperLawyers honoree, Super Lawyer Honoree, Thompson Reuters, 2021
- Member of Board of Governors, Member of the Board of Governors, American Academy of Estate Planning Attorneys, 2012
- Member of New York City Law Review of CUNY School of Law, Staff Member, New York City Law Review, 2003
- I was on the Board of Governors of the American Academy of Estate Planning Attorneys. In this role, the Board helps to guide the organization in matters pertaining to legal education, member support and practice management recommendations., Member, Board of Governors, American Academy of Estate Planning Attorneys, 2012
Educational Background:
- Certified Financial Planning Courses, Lublin School of Business at Pace University, 2001
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