team-member

Adam Katz

Cedarhurst, NY

N/A

Law Degree

Awards

Primary Practice Area

Estate Planning

Language

English Hebrew

About

Although the term "lawyer" may not warrant the respect it should, especially in trusts and estates law (estate and tax planning, probate, trust planning and administration, business formation and compliance, etc.) which requires constantly learning and staying up to date in several areas of law and business, having access to cutting edge and accurate information and being able to not just understand what it all means, but being capable of explaining it on a complex or simple level, as well as applying it to practical situations or coming up with creative solutions; it demands extreme attention to detail and advanced analysis and research skills, while it simultaneously requires being an attuned listener to a client, using people skills and communicating with each person on his or her unique level of interest, intelligence and care. I myself never knew about trusts and estates law and how it applies to and benefits everyone to different degrees on various levels, until I was introduced to it by someone who both knew about it and my particular personality. Both of my parents were in the medical field and I was raised caring about others. I thrive on helping people in ways that many do not think relief is available to them or would be costly, and then providing various services in a professional manner which yield happy clients that benefit from the organization, legal compliance, tax savings, security, protection and more which are just a few of the beneficial consequences to estate planning and administration. I also enjoy running my own practice and having the liberty to often invent or take care of various needs or concerns of clients which do not fall into any particular category, which utilizes my unique skill set and achieves the objectives my clients seek... which at times, neither of us planned, and such tasks or services naturally emerged when the elements of the client's need(s) and trust were harmoniously met with my sincere will to understand the issue(s) and come up with a creative and effective solution.  

Practices Areas

Estate Planning

Probate

Language

English Hebrew

Contact

Katz Law Firm, PLLC77 Spruce StreetSuite 201Cedarhurst, NY, 1151677 Spruce StreetSuite 201Suite 201Cedarhurst, NY, 11516

Office: N/A

Website: N/A

Reviews

Eli
December 13, 2021

I've been a client with the Katz Law Firm for almost 6 years, on 3 unrelated matters, and all of the fees have been reasonable, with my consent and all services were timely, high quality and with no extra or hidden fees. I referred friends and family who also are happy with this firm. If anyone posts anything negative about the quality service, client care or fees, they are making it up and are probably competition or someone who was trying to do something shadey and the firm didn't want to help them since they don't take on cases if a person is up to no good. I heard them once turn down a large case because of this and was impressed. Thank you Katz Law Firm, and I hope more people leave you the good reviews you deserve!

Jacob
May 28, 2021

Adam is an exemplary attorney, someone who anticipated all my needs and had all the answers. I always felt comfortable talking to him. His kindness, sensitivity, and expertise made this process a pleasant experience. Highly recommended.

Moshe
May 26, 2021

I recently used the services of this law firm to create a basic estate plan in accordance with Jewish law. As an Orthodox Jew, I am aware that wills and medical directives need to conform both with American civil law and Jewish law. I like how this law firm makes estate planning more seamless for the client by using online questionnaires to collect the necessary information. The fees are also very reasonable. I appreciated that Mr. Katz didn't try to sell me any service that wasn't necessary for me. On Tuesday morning, May 25, 2021, I notified Mr. Katz that he overbilled me in error by $50. Mr. Katz verified the error and refunded the $50 overcharge via Zelle on the same day.

Catherine
May 20, 2021

I have been working for Mr. Katz for several months and find him one of the kindest, most honest lawyers I have worked with in over 40 years in the business. He is not only a knowledgeable attorney but encourages me to stretch myself by allowing me to use skills I was never able to use in other positions. He listens to what I have to say and acknowledges my experience and skills. I've watched him sit patiently with an upset client, helping them to focus on their needs while allowing them their grief or anger. He's an all-around good man.

Paula
March 24, 2021

He was Thorough with explaining of my case and helped me save time and money

Mike
February 9, 2021

At first I didn't want to pay a consultation fee, but after a few bad experiences spending much more, I decided to pay Katz Law Firm for a consultation. I ended up spending a $350 for an hour with Adam Katz, Esq. one on one and man was he focused on me and my issues. He was polite but really knew how to dig down into what my real goals were, gave me options, competitive prices (not the cheapest, but definitely competitive and worth it), and gave me good advice (not to litigate, when he could've charged a fortune and kept me pumped up to sue!). I came back for 2 other matters, retained the firm and referred a bunch of people who all thanked me for the introduction. Truly appreciate a fine attorney who just wants reasonable compensation and to help without any agendas or just focused on money. Thanks again and again!

Mitch
December 13, 2019

There are so many lawyers out there, but I keep coming back to Attorney Katz because he knows what is right, is humble and not arrogant, and I have a bad habit of doubting everyone, but whenever I get a second opinion or he gives me advice he ends up being right. I trust him and when he says he doesn't know, he usually does, ends up researching and following up with me with the real scoop. He is just such a good resource even when he "doesn't know." Thanks Attorney Katz!

anonymous
January 29, 2019

The firm was organized and got back to me right away. Reasonable fees and kept me posted if there were any fees or expenses ahead of time. I would recommend Adam Katz and his firm for trusts and estates.

anonymous
June 23, 2018

I started with Mr. Katz almost 10 years ago when my financial planner recommended him. He organized my financial affairs and business to run smoother, has given top advice all along and followed through with any other professional involved. I have since used his services on a personal level and has continued to benefit my personal finances and quality of life. I continue to consult with Mr. Katz when I have questions, issues come up and to make sure my personal and business planning are up to date... which is simple and affordable to maintain and give me the assurance that everything is order now and after I pass away. I truly did not appreciate these services before 10 years ago as no one told me about them, and most people I speak to still don't understand the value they bring to quality of life and monetarily. Thank you Mr. Katz for all you have done, and continue to do for myself, my family, my business and future generations. I know this review may be long-winded, but I can't impress enough on anyone reading this how important it is to become educated on this planning and find the right attorney who is competent and whom is trustworthy.

Michael
June 19, 2018

Mr. Katz explained to me during my first consultation what three other lawyers together did not do. He is attentive, very knowledgeable and honest. I am looking forward to retaining him!

Eli
December 13, 2021

I've been a client with the Katz Law Firm for almost 6 years, on 3 unrelated matters, and all of the fees have been reasonable, with my consent and all services were timely, high quality and with no extra or hidden fees. I referred friends and family who also are happy with this firm. If anyone posts anything negative about the quality service, client care or fees, they are making it up and are probably competition or someone who was trying to do something shadey and the firm didn't want to help them since they don't take on cases if a person is up to no good. I heard them once turn down a large case because of this and was impressed. Thank you Katz Law Firm, and I hope more people leave you the good reviews you deserve!

Jacob
May 28, 2021

Adam is an exemplary attorney, someone who anticipated all my needs and had all the answers. I always felt comfortable talking to him. His kindness, sensitivity, and expertise made this process a pleasant experience. Highly recommended.

Moshe
May 26, 2021

I recently used the services of this law firm to create a basic estate plan in accordance with Jewish law. As an Orthodox Jew, I am aware that wills and medical directives need to conform both with American civil law and Jewish law. I like how this law firm makes estate planning more seamless for the client by using online questionnaires to collect the necessary information. The fees are also very reasonable. I appreciated that Mr. Katz didn't try to sell me any service that wasn't necessary for me. On Tuesday morning, May 25, 2021, I notified Mr. Katz that he overbilled me in error by $50. Mr. Katz verified the error and refunded the $50 overcharge via Zelle on the same day.

Catherine
May 20, 2021

I have been working for Mr. Katz for several months and find him one of the kindest, most honest lawyers I have worked with in over 40 years in the business. He is not only a knowledgeable attorney but encourages me to stretch myself by allowing me to use skills I was never able to use in other positions. He listens to what I have to say and acknowledges my experience and skills. I've watched him sit patiently with an upset client, helping them to focus on their needs while allowing them their grief or anger. He's an all-around good man.

Paula
March 24, 2021

He was Thorough with explaining of my case and helped me save time and money

Mike
February 9, 2021

At first I didn't want to pay a consultation fee, but after a few bad experiences spending much more, I decided to pay Katz Law Firm for a consultation. I ended up spending a $350 for an hour with Adam Katz, Esq. one on one and man was he focused on me and my issues. He was polite but really knew how to dig down into what my real goals were, gave me options, competitive prices (not the cheapest, but definitely competitive and worth it), and gave me good advice (not to litigate, when he could've charged a fortune and kept me pumped up to sue!). I came back for 2 other matters, retained the firm and referred a bunch of people who all thanked me for the introduction. Truly appreciate a fine attorney who just wants reasonable compensation and to help without any agendas or just focused on money. Thanks again and again!

Mitch
December 13, 2019

There are so many lawyers out there, but I keep coming back to Attorney Katz because he knows what is right, is humble and not arrogant, and I have a bad habit of doubting everyone, but whenever I get a second opinion or he gives me advice he ends up being right. I trust him and when he says he doesn't know, he usually does, ends up researching and following up with me with the real scoop. He is just such a good resource even when he "doesn't know." Thanks Attorney Katz!

anonymous
January 29, 2019

The firm was organized and got back to me right away. Reasonable fees and kept me posted if there were any fees or expenses ahead of time. I would recommend Adam Katz and his firm for trusts and estates.

anonymous
June 23, 2018

I started with Mr. Katz almost 10 years ago when my financial planner recommended him. He organized my financial affairs and business to run smoother, has given top advice all along and followed through with any other professional involved. I have since used his services on a personal level and has continued to benefit my personal finances and quality of life. I continue to consult with Mr. Katz when I have questions, issues come up and to make sure my personal and business planning are up to date... which is simple and affordable to maintain and give me the assurance that everything is order now and after I pass away. I truly did not appreciate these services before 10 years ago as no one told me about them, and most people I speak to still don't understand the value they bring to quality of life and monetarily. Thank you Mr. Katz for all you have done, and continue to do for myself, my family, my business and future generations. I know this review may be long-winded, but I can't impress enough on anyone reading this how important it is to become educated on this planning and find the right attorney who is competent and whom is trustworthy.

Michael
June 19, 2018

Mr. Katz explained to me during my first consultation what three other lawyers together did not do. He is attentive, very knowledgeable and honest. I am looking forward to retaining him!

Eli
December 13, 2021

I've been a client with the Katz Law Firm for almost 6 years, on 3 unrelated matters, and all of the fees have been reasonable, with my consent and all services were timely, high quality and with no extra or hidden fees. I referred friends and family who also are happy with this firm. If anyone posts anything negative about the quality service, client care or fees, they are making it up and are probably competition or someone who was trying to do something shadey and the firm didn't want to help them since they don't take on cases if a person is up to no good. I heard them once turn down a large case because of this and was impressed. Thank you Katz Law Firm, and I hope more people leave you the good reviews you deserve!

Jacob
May 28, 2021

Adam is an exemplary attorney, someone who anticipated all my needs and had all the answers. I always felt comfortable talking to him. His kindness, sensitivity, and expertise made this process a pleasant experience. Highly recommended.

Moshe
May 26, 2021

I recently used the services of this law firm to create a basic estate plan in accordance with Jewish law. As an Orthodox Jew, I am aware that wills and medical directives need to conform both with American civil law and Jewish law. I like how this law firm makes estate planning more seamless for the client by using online questionnaires to collect the necessary information. The fees are also very reasonable. I appreciated that Mr. Katz didn't try to sell me any service that wasn't necessary for me. On Tuesday morning, May 25, 2021, I notified Mr. Katz that he overbilled me in error by $50. Mr. Katz verified the error and refunded the $50 overcharge via Zelle on the same day.

Catherine
May 20, 2021

I have been working for Mr. Katz for several months and find him one of the kindest, most honest lawyers I have worked with in over 40 years in the business. He is not only a knowledgeable attorney but encourages me to stretch myself by allowing me to use skills I was never able to use in other positions. He listens to what I have to say and acknowledges my experience and skills. I've watched him sit patiently with an upset client, helping them to focus on their needs while allowing them their grief or anger. He's an all-around good man.

Paula
March 24, 2021

He was Thorough with explaining of my case and helped me save time and money

Mike
February 9, 2021

At first I didn't want to pay a consultation fee, but after a few bad experiences spending much more, I decided to pay Katz Law Firm for a consultation. I ended up spending a $350 for an hour with Adam Katz, Esq. one on one and man was he focused on me and my issues. He was polite but really knew how to dig down into what my real goals were, gave me options, competitive prices (not the cheapest, but definitely competitive and worth it), and gave me good advice (not to litigate, when he could've charged a fortune and kept me pumped up to sue!). I came back for 2 other matters, retained the firm and referred a bunch of people who all thanked me for the introduction. Truly appreciate a fine attorney who just wants reasonable compensation and to help without any agendas or just focused on money. Thanks again and again!

Mitch
December 13, 2019

There are so many lawyers out there, but I keep coming back to Attorney Katz because he knows what is right, is humble and not arrogant, and I have a bad habit of doubting everyone, but whenever I get a second opinion or he gives me advice he ends up being right. I trust him and when he says he doesn't know, he usually does, ends up researching and following up with me with the real scoop. He is just such a good resource even when he "doesn't know." Thanks Attorney Katz!

anonymous
January 29, 2019

The firm was organized and got back to me right away. Reasonable fees and kept me posted if there were any fees or expenses ahead of time. I would recommend Adam Katz and his firm for trusts and estates.

anonymous
June 23, 2018

I started with Mr. Katz almost 10 years ago when my financial planner recommended him. He organized my financial affairs and business to run smoother, has given top advice all along and followed through with any other professional involved. I have since used his services on a personal level and has continued to benefit my personal finances and quality of life. I continue to consult with Mr. Katz when I have questions, issues come up and to make sure my personal and business planning are up to date... which is simple and affordable to maintain and give me the assurance that everything is order now and after I pass away. I truly did not appreciate these services before 10 years ago as no one told me about them, and most people I speak to still don't understand the value they bring to quality of life and monetarily. Thank you Mr. Katz for all you have done, and continue to do for myself, my family, my business and future generations. I know this review may be long-winded, but I can't impress enough on anyone reading this how important it is to become educated on this planning and find the right attorney who is competent and whom is trustworthy.

Michael
June 19, 2018

Mr. Katz explained to me during my first consultation what three other lawyers together did not do. He is attentive, very knowledgeable and honest. I am looking forward to retaining him!