Used Mr. Katz on estate planning and I personally found him to be not detail oriented on things. Documents had lots of typographical errors, and missing pertinent data. Also, in retrospect, it is my opinion that he really did not have extensive estate tax legal knowledge and how the docs he recommended and setup affected my estate. Basically,...just filling forms. I got burned with back-loaded bills after the fact, for little work done. A waste of money in my opinion. Fluff but not a lot of substance....In my opinion....buyer beware and do your diligence

Used Mr. Katz on estate planning and I personally found him to be not detail oriented on things. Documents had lots of typographical errors, and missing pertinent data. Also, in retrospect, it is my opinion that he really did not have extensive estate tax legal knowledge and how the docs he recommended and setup affected my estate. Basically,...just filling forms. I got burned with back-loaded bills after the fact, for little work done. A waste of money in my opinion. Fluff but not a lot of substance....In my opinion....buyer beware and do your diligence