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Tax, Estate, Succession & Business Law Attorneys

Our Clients

We represent individuals and small or closely held businesses, often family-owned. Our clients are seeking sound legal advice from attorneys who can guide them through their legal issues relating to tax, business transactions, estate and succession planning, or estate administration and probate.

Our Attorneys

Katz, Bernstein & Katz, LLP was founded in 1980 with a concentration in taxation and estate and succession planning, which has since expanded to include broader business and corporate legal services, as well as estate administration and probate. As a small, family-owned business ourselves, we appreciate the issues faced by small businesses and the importance of those issues to their lives, work and families.

Our attorneys bring experience not only in the legal field, but also at the Internal Revenue Service (IRS) and as educators. Our attorneys have taught taxation to other professionals through our tax seminars and as faculty at Hofstra University. We pride ourselves in providing practical, hands-on, personalized advice to our clients, educating them about their legal needs to help them to reach their business and personal goals.

Our Approach

At Katz, Bernstein & Katz, LLP our mission is to provide our clients with the highest standards of professional legal service, which maximizes value and minimizes risks in all of our taxation, estate and succession planning, and business advisory services.

We take an integrated approach to representation of our clients, helping them to analyze and work through difficult problems. Our clients’ diverse legal needs often call for knowledge in a number of different areas. For example, a business client working on a succession plan may find that the plan impacts on their personal estate planning; or a client with an estate tax issue may have a related income tax issue that needs to be resolved. Our experience with business and corporate law, tax and estate planning gives us the ability to address and coordinate all aspects of our clients’ problems and the impact on other areas of their lives in one place.

To contact us for a consultation, call 516-364-5100 or email us.

To learn more about our practice areas, click here.



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6900 Jericho Turnpike, Suite 100W, Syosset, NY 11791
| Phone: 516-364-5100

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