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TAX & FINANCIAL PLANNING
ATTORNEY & CPA

ESTATE, TRUSTS, AND RETIREMENT PLANNING

ACCOUNTING AND TAX RETURN PREPARATION
FOR BUSINESSES AND FAMILIES

LEGAL REPRESENTATION FOR TAX CONTROVERSIES

Sometimes you need legal help regarding taxes and financial planning.
Sometimes you need a lawyer. Sometimes you need an accountant. Sometimes you need legal help regarding taxes and financial planning. The good news is The Law Offices of Lawrence Israeloff, PLLC can help you on all counts.

The Law Offices of Lawrence Israeloff, PLLC provides valuable, intelligent, and creative solutions to address our clients’ business, financial, tax and legal matters. Lawrence Israeloff, Esq., CPA, CFP® is an experienced attorney, Certified Public Accountant (CPA), and Certified Financial Planner Professional (CFP®), providing a one-stop shop for our clients’ tax, accounting, trusts and estate planning, and business management needs.

The Law Offices of Lawrence Israeloff, PLLC has helped thousands of families and their New York businesses navigate smoothly through the tricky waters of the federal, state, and local tax laws. Our multidisciplinary approach to client service ensures that our clients stay in compliance with the complex thicket of financial and business rules, regulations, and filings so they can focus on achieving their personal and business goals.

We are your lawyer, your accountant, and your tax return preparer. Due to our expansive knowledge of and long experience with tax law, trusts, estate planning, retirement planning, insurance planning, accounting, and personal financial planning, we have saved our clients millions of dollars in taxes and helped thousands of people succeed and thrive.

We can help you as well. So when you need a tax lawyer, a CPA and/or a CFP®, know that we are here for you.

What Is The Estate Tax?
The estate tax is one component of the federal transfer tax system, which also includes the gift tax and the generation-skipping transfer tax.
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The Trust As Part Of An Estate Plan
To the layperson, trusts can appear complicated. People often think trusts are only for the very wealthy. In reality, trusts can be useful for people of all income levels.
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What Is Probate?
Probate is the legal process that takes place after someone dies of proving the validity of a will or establishing who is entitled to receive the decedentâ??s property under state intestate succession laws if there is no will.
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Who Are The Parties Involved In A Trust?
The person who creates a trust is called the creator, the settlor, or the grantor. The trustee is the person or persons who hold title to the trust property in their name.
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OFFICE LOCATION

The Law Offices of Lawrence Israeloff, PLLC
445 Broad Hollow Road
Melville, New York 11747
516.537.4440
Email: larry@israelofflawcpa.com

MAP

Lawrence Israeloff, Esq., CPA, CF®

DISCLAIMER

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.
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