Neil D. Katz
Top rated Estate Planning & Probate attorney in Melville, New York
Practice Areas:
Estate planning & probate,
Tax,
Business organizations,
Contracts,
Wills,
Trusts
Education Qualification:
University of Pennsylvania Law School
Practice Areas:
Estate planning & probate,
Tax,
Business organizations,
Contracts,
Wills,
Trusts
175 Broadhollow Rd., Suite 130, Melville, NY 11747Melville, New York, 11747
First Admitted: 1991, New York
Professional Webpage: https://katzchwat.com/attorneys/neil-d-katz-managing-partner...
Bar/Professional Activity:
- Member, American Bar Association
- Member, New York State Bar Association
- Member, Nassau County Bar Association
- Member, Suffolk County Bar Association
- Member and Past President, Suffolk County Estate Planning Council
- Member, Nassau County Estate Planning Council
Honors/Awards:
- Leadership in Law - Dealmaker, LIBN, 2024
- Leadership in Law, Long Island Business News, 2017
- Top Legal Eagle - Corporate, Contracts & Business Law, LI Pulse, 2014
- Accredited Estate Planner, National Academy of Estate Planners and Councils
- 40 Rising Stars Under 40, LIBN, 2001
Educational Background:
- Hofstra University, B.B.A., Accounting, 1988
- New York University, LL.M., Taxation, 1994
Scholarly Lectures/Writings:
- State Taxation of Non-Grantor Trusts Following the Supreme Court’s Ruling in Kaestner, Co-Author, State Taxation of Non-Grantor Trusts Following the Supreme Court’s Ruling in Kaestner, Nassau Lawyer, 2019
- Finance Matters, Finance Matters, Newsday - 50 Plus, 2018
- The Tax Implications of Divorce Part II – Property Transfers, Home Sale, Dependency Exemption and Administrative Issues, Co-Author, The Tax Implications of Divorce Part II – Property Transfers, Home Sale, Dependency Exemption and Administrative Issues., The Journal of Taxation, 2017
- The Tax Implications of Divorce Part I– Alimony, Co-Author, The Tax Implications of Divorce Part I– Alimony, The Journal of Taxation, 2017
- Does the Increased Estate Tax Exemption and Portability Mean the Death of Estate Planning?, Co-Author, Does the Increased Estate Tax Exemption and Portability Mean the Death of Estate Planning?, Nassau Lawyer, 2014
- iPad: Changing Computing for Lawyers, Co-Author, iPad: Changing Computing for Lawyers, Nassau Lawyer, 2012
- What Planners Needs to Know About Portability, Co-Author, What Planners Needs to Know About Portability, CPA Journal, 2011
- Death in 2010: Federal Estate Tax Election, Co-Author, Death in 2010: Federal Estate Tax Election, NYS Bar Association's Elder Law Attorney, 2011
- Tax Consequences of the Marriage Equality Act, Co-Author, Tax Consequences of the Marriage Equality Act, Suffolk Lawyer, 2011
- The Carry-Over Basis Dilemma, Co-Author, The Carry-Over Basis Dilemma, Nassau Lawyer, 2010
- New Preparer Penalties: Let's Be Careful Out There, Co-Author, New Preparer Penalties: Let's Be Careful Out There, CPA Journal, 2008
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