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for-individuals

Litigation and Dispute Resolution

When good isn’t enough, you need great.

After more than 30 years in practice, one rule remains the same: the party with the most experienced and skillful legal representation has the advantage.

For over three decades, Katlowitz & Associates has built a reputation for outstanding legal representation for clients who want “the best.” This includes winning multi-million dollar litigations, some of which the Court called “robust and contentious.”

We represent clients in trials, hearings, mediations and arbitrations before administrative agencies, New York State and Federal courts and Beis Din.

What You Get With Us

As your legal counsel, we take your interests very seriously. We work exhaustively on your behalf to:

  • Protect your rights.
  • Analyze all aspects of your case to determine its strengths and weaknesses.
  • Determine if your case is best suited for court or would be better resolved outside of the courtroom.
  • Handle the preparation and filing of court documents and other time-sensitive legal procedures with precision and accuracy.
  • Conduct comprehensive research and formulate your legal strategy.
  • Obtain expert witnesses, legal records or other forms of evidence.
  • Represent you during the entire litigation process including hearings, arbitration, mediation, settlement negotiation, motions and trial.

We begin with a straightforward assessment of your case. We then present you with options for proceeding, based on your goals and priorities.

For example, if time or money is your main concern, we may suggest resolving your dispute outside of court through negotiation, mediation or arbitration, each of which can be far more economical than fighting your case in court.

“We’re thorough from the start, relentless to the end and creative where it counts.”

— Moshe Katlowitz

Fueling Our Stellar Track Record

  • Trial Experience at All Court Levels
  • Knowledge of Substantive and Procedural Law
  • Strong Written and Oral Advocacy Skills
  • Robust Negotiation Skills
  • Excellent Analytical and Reasoning Abilities
  • Command of Legal Research Techniques
  • Ability to Synthesize Complex Legal and Factual Materials
  • Innovative Legal and Tax-related Solutions
  • Over 30 Years of Experience

High Quality Service

  • Pragmatic Guidance
  • Fierce Commitment to Clients
  • Outstanding Interpersonal Communication
  • Accessible via phone, email and in-person meetings

Types of Cases We Handle

Not limited to…

  • Breach of Contract
  • Breach of Fiduciary Duty
  • Business Dissolution
  • Business Torts
  • Buy/Sell Agreements
  • Construction
  • Debtor/Creditor Disputes
  • Derivative Actions
  • Fraud
  • Indemnification
  • Inheritance Claims
  • Insolvency: Corporate and Personal
  • Lease Disputes
  • Libel, Slander and Defamation
  • Limited Liability Company (LLC) Member Disputes
  • Merger and Acquisition Litigation
  • Non-Compete Disputes
  • Partnership and Shareholder Disputes
  • Professional Negligence Claims
  • Real Estate Disputes
  • Secure Transactions
  • Tax Litigation
  • Tortious Interference
  • Trade Secrets
  • Trust & Estate Disputes

“A jury consists of twelve persons chosen to decide who has the better lawyer.”

— Robert Frost

Feel Great About Your Legal Counsel

Finding the right law firm is a critical decision with long-term implications. We encourage you to request a complimentary interview with Mr. Katlowitz before making any decisions. You’ll be able to ask questions, get a feel for our style and decide if Katlowitz & Associates is right for you.

Please do not hesitate to request our list of references.

Get in touch today.

Tax Planning and Tax Litigation

An experienced and creative tax attorney is your greatest ally for protecting your money from taxation.

You vs. the Authorities

State and federal tax authorities have the right to pursue your outstanding debt to the government. Ideally, individuals and businesses should have comprehensive tax planning in place to prevent such scenarios. However, if you are facing tax problems, including litigation, we can help you secure the best possible outcome for your situation.

“In this world nothing can be said to be certain, except death and taxes.”

— Benjamin Franklin

Tax Planning

An Ounce of Prevention is Worth a Pound of Cure

Our primary goal in tax planning is to help you keep as much of your money as possible. We use creative solutions to maximize your tax savings now and in the future.

For individuals, tax-efficient planning relates primarily to your income taxes.

For estates and estate beneficiaries, tax-efficient planning relates to estate, inheritance and income taxes. We craft creative tax solutions that match your personal priorities for your estate and estate beneficiaries.

Please see related legal services on our Wills, Trusts and Estates page.

For businesses, tax-efficient planning touches everything from the legal structure of your business, to pivotal sale and acquisition transactions, expense deductions and more.

In formulating the optimal tax strategy for your business, we help you:

  • decide whether to expense or capitalize assets for current and future tax relief,
  • determine the most tax-efficient legal structure for your business,
  • minimize your reportable income,
  • utilize retirement contributions,
  • maximize your deductions,
  • defer current income,
  • and more.

What You Get With Us

Not only is Mr. Katlowitz an accomplished attorney, he is Certified Public Accountant with a masters degree in taxation in law.

Click here to skip “Tax Litigation” and continue reading “What You Get With Us” below.

Tax Litigation

Resolving tax problems can be extremely complicated. Without experienced legal representation, you might share seemingly innocent information with the IRS or state authorities that could irreparably harm your case.

How We Can Help You Against the IRS or State Authorities

  • Audit Representation
  • Bank Levies
  • Defense against allegations of tax evasion and tax fraud
  • Federal, State or Tax Court Representation
  • Innocent Spouse Relief
  • Liens Assistance
  • Offers in Compromise
  • Penalty Abatement
  • Preparation and filing of tax returns
  • Tax Appeals
  • Tax Collection
  • Tax Installment Agreements

“If a tax agent insists on doing an audit in my client’s office, fine, but I have to be there when the agent comes. They ask you questions, but I give the answers.”

— Moshe Katlowitz

Benefits of Working with Katlowitz & Associates

Experience as Your Strategic Advantage

Technical knowledge only gets an attorney so far. Practical experience is a major advantage that guides our decision making at every stage of your particular case.

Peace of Mind

We do our best to ensure that your rights are protected for the duration of your case. Knowing you are not taking unnecessary risks with your personal and financial freedom is a substantial benefit in working with us.

Easier Payment

Potentially receive more affordable IRS payment plans and/or reduced tax penalties. In many cases this benefit alone can offset your investment in our services.

happy man

Tax Relief: Past and Future

We work to resolve tax problems from the past and help you obtain long-term tax relief for the future.

Tax Advocate

We negotiate tax settlements on your behalf directly with the IRS and other tax authorities.

Asset Protection

You will be advised of the best strategies for protecting your assets and income from seizure, given your particular circumstances.

Communications

Once you retain our services, we handle all forms of communication on your behalf including phone calls, letters and all other communications. This saves you the stress of facing intimidating letters and phone calls. More importantly, it prevents you from inadvertently incriminating yourself or forfeiting your rights.

“You are not a tax agent’s client. The tax agent’s client is the U.S. government. If you want someone to look after your interests, you need your own experienced representation.”

— Moshe Katlowitz

What You Get With Us

Not only is Mr. Katlowitz an accomplished attorney, he is also a Certified Public Accountant with a master’s degree in Tax Law.

Fueling Our Stellar Track Record

  • Extensive Knowledge of Tax Codes
  • Trial Experience in the U.S. Tax Court
  • Knowledge of Substantive and Procedural Law
  • Strong Written and Oral Advocacy Skills
  • Robust Negotiation Skills
  • Excellent Analytical and Reasoning Abilities
  • Command of Legal Research Techniques
  • Innovative Legal and Tax-related Solutions
  • Over 30 Years of Experience

High Quality Service

  • Pragmatic Guidance
  • Fierce Commitment to Clients
  • Outstanding Interpersonal Communication
  • Accessible via phone, email and in-person meetings

“It’s really American to avoid paying taxes, legally.”

— Senator Lindsey Graham

Who Can We Help?

Katlowitz & Associates serves individuals and businesses for tax planning and/or tax litigation. Because the IRS and state authorities have rigid guidelines for settlement eligibility, we let you know up front whether potential tax relief strategies are worth pursuing in your particular case.

Feel Great About Your Legal Counsel

We encourage you to request a complimentary interview with our attorneys before making any decisions. During your initial consultation, we will explain the options available to you and what needs to be done to resolve your case. You should come out of your consultation with a clear understanding of the overall process and an estimate of the costs associated with it.

Please do not hesitate to request our list of references.

Get in touch today.

Residential Real Estate

Caveat Emptor: “Let the buyer (and seller) beware!”

Know What You’re Getting Into

When you’re buying something as simple as a coffee, the risk is pretty low. When you’re buying a home, the stakes are much higher.

A survey on a $1.5 million property disclosed that the decks extended beyond the property line, as did the fence. The driveway itself was extending 60% into the public domain. Scary stuff.

We asked the buyer, ‘Does this represent the property you think you’re buying?’

That doesn’t even get into what we did to take care of it.

— Moshe Katlowitz, Managing Attorney

beautiful home

Why Skilled Real Estate Attorneys Make Life Easier

The sale and purchase of a home is a lengthy process with many potential hurdles to overcome.

This includes:

  • contract drafting;
  • contract negotiation;
  • document collection, review and analysis;
  • property inspections, survey and appraisal;
  • mortgage document review and approval;
  • and more.

All of these activities are time-sensitive and tied to significant financial outcomes.

For instance, closing on a home within 30 days instead of 90 days can potentially save you tens of thousands of dollars over the lifetime of your mortgage. The more skilled and experienced your attorney is, the smoother and less risky your purchase or sale is likely to be.

What Does a Skilled Real Estate Attorney Do for You?

  • Reduce risk of being sued by the other party for failure to disclose relevant information.
  • Ensure you file the appropriate documents to state and county authorities. This prevents fines, heavy tax penalties or other serious complications.
  • Makes sure activities proceed in a timely fashion to avoid potential default and unnecessary financial expense.

  • Review and negotiate contracts to ensure you are getting what you expect and are well positioned now and in the future.
  • Accept or submit the down payment deposit into an escrow account.
  • Perform title searches and other research to uncover any liens or other violations against the property.
  • Deal with the financing of your property throughout the mortgage process. This includes collection and submission of relevant financial and legal documentation, as well as directly advocating for your best interests with the lender.
  • Guide and advise you as you sign the closing documents and ensure that all payments made at the closing are accurate and accounted for.
  • Follow through with any post-closing activities such as document submission to local authorities.

“There is something permanent and something extremely profound in owning a home.”

— Kenny Guinn

Who Can We Help?

Katlowitz & Associates has spent over 30 years serving sophisticated individuals and their families. Our most satisfied clients are those who value top-quality work for these complex and time-sensitive matters.

Feel Great About Your Legal Counsel

Finding the right law firm is a critical decision with long-term implications. We encourage you to request a complimentary interview with Mr. Katlowitz before making any decisions. You’ll be able to ask questions, get a feel for our style and decide if Katlowitz & Associates is right for you.

Please do not hesitate to request our list of references as well.

Get in touch today.

Wills, Trusts and Estates

Make sure your possessions go to the people you care about.

Join the Wise Minority

According to a 2011 survey conducted by LexisNexis, more than half (55%) of Americans still do not have any trust and estate documents in place for life’s worst-case scenarios.

We attribute this attitude, as human as it may be, to simple lack of awareness.

What is at Stake

Trust and estate planning relates to the most valuable and sensitive areas of our lives:

  • Family:  Taking care of young children; and making sure that your spouse and/or children are financially secure.
  • Financial assets:  This can also include non-cash assets such as your business, your property and your retirement funds.

Creative estate planning can help your loved ones avoid substantial estate taxes, court-appointed guardianship for children, and/or destructive intra-family disputes over assets.

Keep reading to see how you can secure your family’s future.

How We Can Serve You

With over 30 years of experience, Katlowitz & Associates will help you with both common challenges and those unique to your circumstances.

PLANNING & IMPLEMENTATION: Make sure that your family is protected.

  • Strategic Estate Planning
  • Preparation of Wills and Trusts
  • Probate of Wills
  • Administration of Estates
  • Legal Guardianship for the young, elderly and incapacitated.

  • Business succession planning, retirement asset planning, asset protection planning and transfers of assets, both during life and post death.
  • Minimizing estate taxes
  • Minimizing tax on life insurance
  • Creating Trusts for loved ones
  • Managing and maintaining ongoing Trusts
  • Avoiding probate, where appropriate
  • Planning for incapacity (powers of attorney, healthcare proxies, living wills and guardianships)
  • Understanding related issues (insurance, saving for college, planning for retirement and other challenging decisions)

LITIGATION & DISPUTES: Robust litigation and dispute resolution of estate matters in Federal and State courts, mediation and arbitration including Beis Din.

  • Defense and challenge of estates, Wills and Trusts
  • Settlement negotiation

  • Contested Wills and Trusts
  • Contested Powers of Attorney
  • Contested Estates
  • Contested Accountings
  • Breach of fiduciary duty
  • Fraudulent transfers
  • Protection of beneficiary rights

We take a meticulous approach to trust and estate disputes. For more information, please see our Litigation and Dispute Resolution page.

“We always advise clients of their options first so that they can decide what their top priorities are. We then maximize tax savings as much as possible given what’s most important to them.”

— Moshe Katlowitz

The Tax Advantage

While the total combined federal and state taxes of an estate can exceed 50%, taxes can be lowered substantially with proper planning.

Not only is Mr. Katlowitz an accomplished attorney, he is also a Certified Public Accountant with a Master’s degree in tax law. His tax expertise gives clients the valuable advantage of highly tax-conscious legal counsel. This includes the utilization of Trusts to maximize estate tax savings for federal and state taxes.

Who Can We Help?

Katlowitz & Associates has spent over 30 years serving sophisticated individuals and their families. Our most satisfied clients are those who value top-quality work. Regarding estate issues, we personally understand both the legal and emotional plight of those that have lost loved ones.

Feel Great About Your Legal Counsel

Finding the right law firm is a critical decision with long-term implications. We encourage you to request a complimentary interview with Mr. Katlowitz before making any decisions. You’ll be able to ask questions, get a feel for our style and decide if Katlowitz & Associates is right for you.

Please do not hesitate to request our list of references.

Get in touch today.