Summit Estate Planning Group

- 900 South Ave Suite 104, Staten Island, NY 10314

Planning for the future is an act of love and responsibility. In New York, the legal landscape surrounding estate planning, elder law, and wealth management is complex and requires specialized knowledge to navigate successfully. Summit Estate Planning Group, located in Staten Island, is a firm dedicated to providing comprehensive and compassionate legal services in these critical areas. As the provided reviews suggest, the firm, including attorney Neil O'Reilly, is known for its professionalism, expertise, and commitment to making the legal process easy and understandable for clients. The practice understands that these are often sensitive, personal matters, and they strive to create an environment where clients feel comfortable and confident in their decisions.

An estate planning attorney plays a vital role in helping individuals and families secure their legacies and protect their assets for future generations. The vast array of services offered by Summit Estate Planning Group—from drafting a Last Will and Testament to complex Medicaid & Nursing Home Planning—demonstrates a deep specialization that is invaluable to New Yorkers. The reviews highlight the firm's ability to provide "knowledgeable and experienced" guidance, reassuring clients and helping them make the "proper decision in choosing the right trust for our family." This level of dedicated expertise is a major reason why many people choose a specialized firm over a general practice.

The firm's philosophy extends beyond just legal documents. The reviews praise the team, including Neil and Gina, for their "honesty and integrity" and their ability to make clients feel "comfortable and at ease." In a field that can be intimidating, this human-centered approach is a powerful asset. The firm is also noted for being LGBTQ+ friendly and a transgender safespace, which further speaks to its inclusive and welcoming environment. This commitment to diversity and a caring service model ensures that all members of the New York community can find a safe and supportive place to discuss their most personal legal matters.

Location and Accessibility:

Summit Estate Planning Group is located at 900 South Ave Suite 104, Staten Island, NY 10314. This address places the firm in a modern and professional setting in a convenient part of Staten Island. Being on a major thoroughfare like South Avenue makes the office easily accessible for residents of the borough and the wider New York area. This central location helps to minimize travel time and logistical stress for clients who may have to visit the office for multiple appointments.

A key feature of the firm’s office is its strong commitment to accessibility. The building has a wheelchair accessible entrance and a wheelchair accessible restroom, ensuring that all clients, including those with mobility challenges, can enter and navigate the premises with ease. Additionally, the office provides wheelchair accessible seating, a feature that goes above and beyond to ensure a comfortable and inclusive environment for everyone. These are crucial details that reflect the firm's dedication to serving the diverse needs of the community.

Services Offered:

• Comprehensive Estate Planning: The firm provides a wide range of services to help clients create a Comprehensive Estate Plan. This includes drafting essential documents like a Last Will And Testament, Living Wills, and Health Care Documents. They also handle more complex instruments such as Irrevocable Trusts, Revocable Living Trusts, and Special Needs Trusts. The goal is to ensure all assets are protected and that a client's wishes for their loved ones, including blended families and same-sex marriages, are clearly and legally documented.

• Elder Law and Medicaid Planning: Summit Estate Planning Group specializes in Elder Law, with a strong focus on Medicaid & Nursing Home Planning. The attorneys use Medicaid Asset Protection Strategies to help clients qualify for Medicaid benefits without losing their life savings. They also assist with Assisted Living Care planning and address issues related to Long-Term Care, ensuring a secure financial future for aging clients.

• Tax and Financial Planning: The firm offers expertise in Tax Planning and Tax Reduction strategies to minimize the impact of Inheritance Tax and Federal Estate Tax on a client’s estate. They also provide Financial Planning Assistance, and while they are attorneys, the reviews mention they do financial planning, suggesting a holistic approach to wealth and legacy. The firm also assists with Ira Inheritance Planning and matters related to Retirement Planning.

• Business and Succession Planning: The practice provides legal support for small business owners through services like Business Planning, Business Succession Planning, and Buy-Sell Agreements. This expertise is crucial for entrepreneurs who need to ensure the continuity and future of their businesses.

• Specialized Services: The firm offers a variety of unique and crucial services, including LGBTQ+ Estate Planning, Pet Planning, and even Post-Divorce Planning. These specialized areas show a modern and inclusive approach to estate law, addressing the specific needs of a diverse client base in New York.

Features / Highlights:

• Online and Onsite Services: The firm offers flexible service options, including online appointments and onsite services, providing clients with the convenience of choosing how they wish to conduct their legal consultations.

• Highly Accessible Office: The office is equipped with a wheelchair accessible entrance, restroom, and seating, demonstrating a clear commitment to inclusivity and client comfort.

• LGBTQ+ Friendly: The practice is explicitly LGBTQ+ friendly and a transgender safespace, making it a welcoming and safe environment for all members of the community.

• Free Consultation: The firm offers a Free Consultation, which allows prospective clients to discuss their legal needs with a professional without any financial obligation, a major benefit for those taking the first step in the estate planning process.

Contact Information:

Address: 900 South Ave Suite 104, Staten Island, NY 10314, USA

Phone: (332) 456-0500

Mobile Phone: +1 332-456-0500

What is worth choosing?

For New Yorkers seeking to plan their estates, secure their legacy, or navigate elder law, Summit Estate Planning Group offers a compelling and trustworthy choice. The most significant reason to choose this firm is its deep specialization in a wide array of estate and elder law matters. The long list of services, from wills and trusts to Medicaid and tax planning, confirms a level of expertise that is essential for these complex legal fields.

The client testimonials are a powerful endorsement of the firm’s quality of service. The reviews praise the team, particularly Mr. O'Reilly and Gina, for their knowledge, professionalism, and genuine care. Phrases like "honesty and integrity," "excellent team," and "they actually care" speak to a firm that prioritizes not just legal outcomes but also the client experience. The firm's ability to make the process "easy and understandable" is a huge relief for people dealing with legal matters that can be confusing and emotional.

Furthermore, the firm’s commitment to accessibility and inclusivity is a major highlight. Offering wheelchair accessible amenities and being an LGBTQ+ friendly space shows that Summit Estate Planning Group is a modern and compassionate practice dedicated to serving all members of the New York community. The option for online appointments and a free initial consultation also makes their services highly convenient and accessible. For anyone in New York looking for a knowledgeable, caring, and professional partner for their estate planning needs, Summit Estate Planning Group is an exceptional choice.

Summit Estate Planning Group

900 South Ave Suite 104, Staten Island, NY 10314, USA