Trusts and Estates Attorney Referral List

Trusts and Estates
Attorney Referral List

Full Name Law Firm Office Address Phone Number Email Address NYS Attorney Registration Number Languages Home or off-site visits? Current Firm Website
Deidre Baker Makofsky Law Group 600 Old Country Road, Suite 444, Garden City, NY (516) 228-6522 [email protected] 5120944 English & Portuguese Yes.
Frank Bruno, Jr. Law Office of Frank Bruno, Jr. 69-09 Myrtle Avenue, Glendale, NY 11385 (718) 418-5000 [email protected] 2751865 English, Polish, Spanish, & Italian Case by case.
Ada Chan RK Law PC 40 Wall Street, Suite 2508, New York NY10005 (917) 261-4514 [email protected] 5038534 Cantonese, Mandarin, & Russian Case by case.
Cheryl Fratello Fratello Law 66 Split Rock Road, Syosset, New York 11791 (516) 321-4010 [email protected] 4277257 English and Spanish Yes.
Donna Furey, Esq. Law Office of Donna Furey 44-14 Broadway, Astoria, NY 11103 (347) 448-2549 [email protected] 4033148 English Yes.
Geraerd Allrich Geisweller Mattone, Mattone, Mattone LLP 134-01 20th Ave. College Point, New York 11356 (718) 353-8880 [email protected] 5781893 English Yes.
Frank Gonzalez Frank Gonzalez & Associates 1581 Franklin Avenue, Mineola, NY 11501 (516) 441-5155 [email protected] 1798487 English & Spanish On occasion by appointment
Mathew D. Hunter III Law Offices of Matthew Hunter 108-18 Queens Bldv. Forest Hills, NY 11375 (718) 309-1660 [email protected] 5653415 English & Spanish Yes.
Kamil Sebastian Karczmarczyk Law Office of Frank Bruno, Jr. 69-09 Myrtle Avenue, Glendale, NY 11385 (718) 418-5000 [email protected] 4968657 English, Polish, Spanish & Italian No.
Patricia A. Powis The Law Office of Patricia A. Powis 600 Old Country Road, Suite 530, Garden City, NY 11530 (516) 240-5180 [email protected] 4686242 English & Spanish Yes
Michael Santucci Law Offices of Michael A. Santucci 4240 Bell Blvd, Suite 500, Bayside, NY 11361 (718) 886-7900 [email protected] 2231231 English Case by case.
Pauline Yeung-Ha Grimaldi Yeung Law Group 652 4th Avenue, Brooklyn, New York 11232 (718) 238-6960 [email protected] 3016870 Cantonese Chinese, Mandarin Chinese, Korean, & Spanish Yes.

The attorney information provided on this list is for referral purposes only. Catholic Foundation for Brooklyn and Queens does not promote or endorse any individual or firm professional service provider. It is recommended that you do your own independent research before choosing an attorney. NYS attorney registration status last checked June 1, 2023.

Questions to Consider Asking a Potential Estate-Planning Attorney

You have made the important decision to work on estate planning for you, your loved ones and the causes that are important to you. This document was created by the staff at Catholic Foundation for Brooklyn and Queens to assist you in selecting an estate attorney. What follows is a list of suggested questions to consider asking estate attorneys before you make a selection.

Do you concentrate your law practice in the areas of Wills, Trusts and Estate Planning?

How Long Have You Been Practicing?

Do You Actually Execute the Plan?
(Some lawyers draft estate-planning documents, while others also execute the associated trusts. It is more efficient to retain a lawyer in the latter category, who can ensure that the correct assets are transferred into the trust.)

Do You Conduct Periodic Reviews?
(For a small fee, some estate-planning attorneys will semi-annually or annually review your affairs. This can be important, as adjustments to your plan may be necessary if you experience a life change or a change in your finances. New legislative amendments also could potentially change aspects of your estate planning.)

What Is Your Estate Tax Experience?

Can You Help Me Create a Comprehensive Estate Plan that Includes Wills, Trusts, Health Care Directives, Powers of Attorneys and Life Insurance?

How Do You Charge? Do you offer a sliding scale?

Do You Make House Calls?

How do you determine whether a Revocable Living Trust would be beneficial for a client?
(Putting assets into a revocable living trust can avoid the costly and onerous probate process (filing a will with the court). But this may not be the best move for everyone, because revocable living trusts do not avoid inheritance, estate, or income taxes.)

What Other Issues Do You Address?
(As life expectancy increases, so does the probability of long-term physical and mental health issues. Estate attorneys should help clients fiscally prepare for the possibility of disability or dementia by drawing up deeds, powers of attorney, health care directives.)

How Long Will It Take You to Complete My Estate-Planning Project?

Will You Send Estate-Planning Documentation for Me to Review?
(Even if you are working with an experienced estate-planning attorney, it is essential to review all documents and forms to avoid any miscommunication. Be clear about what can be changed later, and what is irrevocable, meaning unable to be changed.)

Will Anyone Else in Your Office Be Able to Discuss My Issues in Your Absence?
(While most estate-planning attorneys strive to make themselves available to their clients at any time, it is important to know that an associate or paralegal will be available to answer questions in an emergency if your lawyer is not available.)

Does Your Firm Typically Name Itself as Trustee/Executor?
(The answer to this question should be "no," as a "yes" suggests a conflict of interest, among other issues. A spinoff question might be "does a subsidiary of your firm do asset management?" The answer to this question should also be a "no.")

Please note that the information in this document is not intended as tax, legal or financial advice. Please conduct your own research and consult with a professional accountant, lawyer or financial advisor for counsel specific to your personal situation.