Maurice Kassimir & Associates, PC

- 499 7th Ave Floor 24S, New York, NY 10018

For many New Yorkers, the process of wealth management, estate planning, and business succession can seem overwhelmingly complex. From navigating intricate tax laws to ensuring your assets are protected for future generations, these are critical tasks that require specialized legal expertise. Maurice Kassimir & Associates, PC, a distinguished law firm located right in the heart of New York City, is dedicated to helping individuals and closely-held businesses tackle these challenges with confidence and clarity. Unlike a general practice, this firm has a deep and highly specialized focus on providing comprehensive legal services that ensure the accumulation, preservation, and transfer of wealth. Their team of attorneys, many of whom hold advanced degrees in tax law, are not just lawyers; they are strategic advisors who help you create a detailed roadmap for your financial future. This commitment to sophisticated, customized planning sets them apart in the New York metropolitan area, making them a go-to resource for anyone looking to secure their legacy.

The firm's philosophy is built on the principle that each client has unique needs. They pride themselves on listening carefully to your goals and objectives before formulating a customized plan that is tailored specifically to you. This is particularly important in an area of law that is constantly evolving due to changes in legislation and tax codes. The attorneys at Maurice Kassimir & Associates, PC are committed to staying current on the latest legal developments and tax rulings, ensuring that their clients' plans are both effective and compliant. Their expertise goes beyond simple document preparation; it involves finding creative, flexible, and often sophisticated solutions to eliminate, reduce, or defer tax obligations, thereby maximizing the wealth that can be passed down to your family. For New York residents with significant wealth, this is an essential service that can lead to substantial savings and peace of mind. The firm represents a diverse clientele, including high-net-worth individuals, business owners, and private foundations, and their wide range of expertise enables them to handle even the most intricate financial and legal situations.

The firm’s approach to legal services is proactive and educational. They believe in empowering their clients by explaining complex legal concepts in a clear and understandable manner. This ensures that you are not just a passive recipient of legal services but an active participant in the planning process. The firm has a history of helping hundreds of clients save millions of dollars in gift and estate taxes, and they are also frequent guest lecturers for various professional organizations, a testament to their leadership and recognized expertise in the field of estate and succession planning. For any New Yorker looking to secure their financial future, Maurice Kassimir & Associates, PC offers a level of insight and strategic planning that is both rare and highly valuable.

Maurice Kassimir & Associates, PC is conveniently situated at 499 7th Ave Floor 24S, New York, NY 10018, USA. This central Midtown Manhattan location places it in a prime position for clients throughout the metropolitan area. The office is easily accessible via numerous subway lines and is just a short walk from major transportation hubs like Penn Station and Times Square. For those driving, paid street parking is available, providing a practical option for getting to your appointments. The building is also designed to be accessible to all, featuring a wheelchair-accessible entrance and a wheelchair-accessible restroom. This commitment to accessibility ensures that all clients can comfortably and easily visit the office for their consultations. A general restroom is also available for all visitors, contributing to a professional and accommodating environment.

The firm operates on an appointments-recommended basis, which is a standard practice for legal professionals handling sensitive and complex cases. This system ensures that each client receives dedicated, one-on-one attention without being rushed. By scheduling your visit in advance, you can be certain that an attorney will be fully prepared to discuss your specific needs and develop a thoughtful strategy. The firm’s location, combined with its planning-focused approach, makes it a convenient and discreet option for addressing your legal and financial matters. The 24th-floor office provides a professional and private setting where you can feel confident discussing your personal and business affairs.

Maurice Kassimir & Associates, PC offers a comprehensive suite of legal services focused on estate planning, wealth management, and business planning. Their areas of expertise include:

• Estate Planning and Administration: Guiding clients through the creation of trusts, wills, and other documents to ensure their assets are distributed according to their wishes.
• Estate Tax Planning: Developing sophisticated strategies to minimize or eliminate estate and gift tax liabilities.
• Succession Planning: Assisting owners of closely-held businesses with the transfer of their companies to the next generation, including shareholder and buyout agreements.
• Asset Protection Strategy: Creating legal frameworks to protect wealth and assets from potential creditors and other claims.
• Wealth Transfer: Utilizing advanced techniques and legal instruments, such as trusts and other entities, to facilitate the efficient transfer of wealth to heirs.
• Real Estate Transactions: Providing legal counsel for the purchase and sale of real estate, which is often a key component of estate planning.
• Charitable Planning: Advising clients on how to incorporate charitable contributions and foundations into their overall wealth management plans.
• Retirement and Pension Planning: Helping individuals and business owners structure their retirement accounts and pension plans for optimal tax benefits and security.
• Tax Controversies: Representing clients in disputes with tax authorities, leveraging their deep knowledge of tax law.
• Nuptial Agreements: Drafting and negotiating prenuptial and postnuptial agreements as part of a comprehensive estate and asset protection strategy.

The firm's standing in the New York legal community is underpinned by several key features and highlights that are particularly appealing to local users:

• Sophisticated Tax Law Expertise: Many of the firm's attorneys possess a Masters of Law degree in Taxation, providing them with a highly specialized knowledge base that is crucial for effective estate planning and wealth transfer.
• Customized Planning: The firm avoids a one-size-fits-all approach, instead focusing on creating bespoke legal strategies that are tailored to each client's unique financial and family situation.
• Proactive and Educational Approach: The lawyers take the time to explain complex options and the reasoning behind them, empowering clients to make informed decisions.
• Broad and Deep Service Offering: From comprehensive estate planning to real estate transactions and tax controversy, the firm provides a single source for many interconnected legal needs.
• Accessibility and Convenience: The firm's central Manhattan location, combined with its accessible entrance and restroom, makes it a practical choice for clients throughout the metropolitan area.
• Authoritative Voice: The firm's attorneys are recognized as leaders in their field, frequently serving as guest lecturers for major banks, insurance companies, and other professional organizations.

For any inquiries or to schedule a consultation, you can contact Maurice Kassimir & Associates, PC at the following:

Address: 499 7th Ave Floor 24S, New York, NY 10018, USA

Phone: (212) 944-1377

Mobile Phone: +1 212-944-1377

For New Yorkers looking to secure their financial legacy and ensure a smooth transfer of wealth, choosing the right legal partner is a decision of immense importance. What makes Maurice Kassimir & Associates, PC particularly worth choosing is its blend of high-level tax expertise and a genuinely client-focused approach. The firm's specialization in estate and wealth planning means that you are not just getting an attorney; you are getting a seasoned strategist who understands the intricacies of tax law and how it affects your assets. The firm’s dedication to a customized approach ensures that your legal plan is a true reflection of your personal values and financial goals. They are adept at finding creative solutions within the confines of tax law to preserve wealth, a skill that can be invaluable in a city with high living costs and complex legal landscapes. The firm’s proactive educational style means you are always in the loop, empowering you to make the best decisions for your family. Ultimately, Maurice Kassimir & Associates, PC provides the peace of mind that comes with knowing your wealth is being managed and protected by professionals who are not only experts in their field but are also committed to your long-term success.

Maurice Kassimir & Associates, PC

499 7th Ave Floor 24S, New York, NY 10018, USA