Tax & Estate Planning Lawyers In Cedarhurst, NY

New YorkBusiness Lawyer

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Starting, running, or growing a business in New York comes with its challenges and opportunities. In today’s fast-paced business world, you need a legal partner who can help you understand regulations, protect your interests, and seize new opportunities.
At Katz Law Firm, our New York business lawyers combine extensive experience with practical business insight. We’ve helped entrepreneurs, startups, and established companies across various industries thrive in New York’s competitive market.
Whether you’re drafting contracts, negotiating deals, or planning for succession, we’re here to provide tailored legal solutions that align with your business goals. Let’s work together to build a strong legal foundation for your company’s success.

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Business Formation and Structuring

Choosing the right business structure is vital to your company’s success and future growth. Whether you’re considering a sole proprietorship, partnership, LLC, or corporation, each option has its own legal and tax implications.

We’ll help you understand the pros and cons of each business entity type, considering factors like liability protection, tax benefits, and management flexibility. Our goal is to find the structure that best fits your business goals and personal circumstances.

Once we’ve identified the ideal structure, we’ll guide you through the formation process. This includes preparing and filing necessary documents, drafting operating agreements or bylaws, and ensuring compliance with New York state regulations. We’ll also help you set up proper governance procedures to keep your business running smoothly and legally sound as it grows.

Contract Drafting and Negotiation

Contracts are king in the business world. Whether you’re dealing with clients, vendors, employees, or partners, solid agreements protect your interests and help prevent costly disputes.

We draft contracts tailored to your specific business needs. This includes:

    Service agreements
    Non-disclosure agreements
    Employment contracts
    Lease agreements
    Partnership agreements
    Purchase and sale contracts

Our approach is to create documents that are both legally sound and practical. We’ll work with you to understand your goals and concerns and then craft language that addresses potential issues before they arise.

We also review and revise existing contracts to ensure they fully protect your interests and comply with current laws. Let’s work together to create agreements that support your business objectives and provide a clear roadmap for your professional relationships.

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Business Transactions, Mergers and Acquisitions

When buying, selling, or merging, you’ll need a legal partner who understands the ins and outs of New York commercial asset transactions.
Our business lawyers conduct thorough due diligence, provide accurate valuations, and structure deals that align with your objectives.
Your legal counsel will draft and review all necessary transaction documents, such as stock and asset purchase agreements, and advise you on tax implications and risk mitigation strategies to ensure smooth and successful transitions.

  • New York real estate transactions and leasing can be stressful, especially when you’re worried about other things like business formation and tax implications.
    That’s where our experienced business law attorneys come into play.
    We’ll help you:
    Negotiate and draft purchase agreements, leases, and subleases.Conduct due diligence on properties and ensure clear title.Advise on zoning, land use, and environmental regulations.Represent your interests in real estate disputes and litigation.Whether you’re a landlord or tenant, buyer or seller, our law firm will protect your rights and ensure a smooth transaction.We have extensive experience dealing with commercial, retail, and industrial properties across New York, and we’ll put that knowledge to work for you.

  • Your legal needs will grow with your business. At Katz Law Firm, we can offer you ongoing legal advice and strategic guidance as your outside general counsel.
    We’ll help entrepreneurs manage risks, ensure compliance, and provide corporate governance advice. We’ll even attend board meetings and serve as a trusted legal partner for businesses of all sizes when necessary.
    With us by your side, you’ll gain the confidence and support to make better decisions and seize new opportunities.

Business Succession Planning

You’ve worked hard to build your business. But what happens when you’re ready to step away?
Business succession planning ensures a smooth transition of ownership and protects your legacy.
Our attorneys will help you:

    Develop a comprehensive succession plan tailored to your goals
    Identify and groom potential successors
    Structure buy-sell agreements and other transfer vehicles
    Coordinate with tax professionals, assessors, estate accountants, and financial advisors.
    Minimize tax implications and ensure financial security for you and your family

Don’t wait until it’s too late to start planning for the future of your business. We will guide you through the planning process and help you make better decisions that benefit you, your family, and your employees.

Why Choose Katz Law Firm?

When you choose Katz Law Firm, you get more than just legal representation – you’re gaining a partner invested in your success.
Our experienced and knowledgeable New York business lawyers give you personalized attention and customized legal solutions to meet your company’s needs.
With a record of successful outcomes and excellent client satisfaction, we’re committed to helping your business thrive in the dynamic New York market.

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What Our Clients Say...

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Ready to Strengthen Your Business?

Your business deserves top-tier legal support. Whether you’re launching a startup or leading an established company, we’re here to protect your interests and help you achieve your goals.

Don’t let legal uncertainties hold you back. Let’s work together to create a solid foundation for your business success.

Contact us today for a consultation. We’ll discuss your business objectives, address your concerns, and develop a tailored legal strategy that aligns with your vision.

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"Adam Katz has been nothing but great from the moment I contacted him. He keeps me updated and informed of the details regarding my case. He is extremely knowledgeable, resourceful, and compassionate. Attorney Katz and his staff are working diligently on my behalf. I highly recommend this firm!"

Rickey L.

Law Firm Process Steps
1

BOOK A CALL

Start your journey with a personal consultation to discuss your estate planning needs and questions.

2

OUTLINE YOUR GOALS

Define your legacy with clear goals for asset distribution, family protection, and wealth preservation.

3

CREATE YOUR PLAN

Craft a tailored estate plan that aligns with your objectives and provides legal protection for your assets.

4

PERFECT PEACE OF MIND

Finalize a secure, comprehensive plan for future certainty and peace of mind for you and your loved ones.

FREQUENTLY ASKED QUESTIONS

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  • It’s best to involve a lawyer early on, especially when forming your business, signing important contracts, or facing legal issues. Regular check-ins can help prevent problems before they arise.

  • Costs vary depending on the business structure and specific needs. We can provide a detailed breakdown after discussing your situation. Remember, proper formation is an investment in your business’s future.

  • While templates can be a starting point, they often miss crucial details specific to your business and New York law. Custom contracts offer better protection and can save you money in the long run.

  • LLCs offer flexibility and pass-through taxation, while corporations provide a more structured approach with potential tax benefits for larger businesses. We can help you decide which is best for your specific situation.

"Adam Katz has been nothing but great from the moment I contacted him. He keeps me updated and informed of the details regarding my case. He is extremely knowledgeable, resourceful, and compassionate. Attorney Katz and his staff are working diligently on my behalf. I highly recommend this firm!"

Rickey L.

Meet Our Dedicated Estate Planning Attorney

Meet Attorney Adam Katz, Your Local Cedarhurst, NY Estate & Tax Lawyer

At Katz Law Firm, we understand that estate planning is not just about drafting documents; it’s about building relationships and creating a lasting impact.

  • Our lead estate planning attorney, Adam Katz, is passionate about helping families and individuals navigate the complex world of estate planning with compassion and a personal touch.
    With more than 17 years of experience in estate planning and probate law, Adam Katz has helped countless clients achieve peace of mind by crafting comprehensive plans tailored to their unique needs and goals. He takes the time to listen to your concerns, explain your options in plain language, and guide you through every step of the process.
    Adam Katz believes that estate planning should be an empowering experience, not a daunting one. He is committed to building long- lasting relationships with clients, ensuring that your plan evolves as your life changes. Whether you’re just starting your estate planning journey or need to update an existing plan, Adam Katz is here to provide the knowledgeable guidance and support you deserve.

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