Westchester & Putnam County Estate Planning Lawyer

The Westchester & Putnam County estate planning lawyers of Meyer & Spencer, PC provide personalized, attentive, and astute legal services throughout New York.

Family dynamics can change quickly, affected by marriage, divorce, children, health, relocation, business decisions, and so on. When they do, it is important to make sure you remain prepared for the future transfer of your property and assets. To preserve your wealth to the greatest extent possible, it is necessary to work with an experienced lawyer who will understand your situation, your objectives, and who will keep you and your family financially secure in the face of change. At Meyer & Spencer, PC, we help clients implement strategies to address all life may hold in store. Since 1993, our attorneys have counseled clients in the Westchester and Putnam areas in a range of legal matters that include estate planning and trusts, elder law, medical planning, real estate transactions, probate and estate administration, guardianships, and more.

Because every family is different, it takes detailed planning to accomplish your goals. Our law office can guide you effectively in making the right arrangements for your unique situation. As a boutique law firm with a focused practice in elder law, trusts and estates, and real estate transactions, we have an in-depth understanding of these areas, so you can be confident you’re getting the full picture when it comes to choosing the best instruments for protecting and transferring your assets. From simple wills for newlyweds and young families to revocable living trusts for those seeking to avoid probate, our attorneys provide advice tailored to your circumstances. In some cases, we recommend more complex trusts, including life insurance trusts, irrevocable trusts, and credit shelter trusts. Our Westchester & Putnam County estate planning lawyers have the knowledge and experience to choose and set up these trusts properly.

Testimonials

Matt, Thank you for all the help you’ve given us over the past few months. We know these aren’t the easiest of deals right now and ours had some twists and turns . . . but we appreciated having you there to guide us along the way. We just wanted to say “Thank You.”
Jim, Just a note to thank you again for all your help. We appreciate all you did to make our closing as smooth as possible. Thanks again and we will talk to you soon.
Matt, Thanks for everything . . . and most of all being such a good listener and calm spirit – I really appreciate it. My best to you and yours
Dear Jim, Thank you so much for all your help, your professionalism and the champagne. Boy, did we need the bubbly after all that signing! See you around the neighborhood.
Michelle, Thank you so much for your help during our home buying process! As first time home owners we had so many questions and your patience and responsiveness made the entire process easier and more transparent. ...

Our real estate practice is divided into two areas. We represent banks and institutional lenders at closings, and we represent individuals and entities in commercial and residential real estate transactions. Our experience includes homes, condominiums, planned unit developments, and cooperative apartments. Alongside our real estate practice, we also provide legal counsel to business clients involving LLC formation, incorporation, shareholder agreements, member agreements, buy-sell agreements, commercial leases, real estate purchase and sale transactions, on-going business dealings, and dissolution.

Since our inception, Meyer & Spencer, PC has been committed to giving each client personal attention. In addition to excellent service, our lawyers and long-time support staff bring more than 50 years of combined experience to our clients. With attentive representation and proven skill in our practice areas, we provide meaningful legal advice and counsel that makes a difference in our clients’ lives and in the lives of the loved ones they leave behind. To schedule a consultation with one of our Westchester & Putnam County estate planning lawyers, please call (941)741-2288 today, or request an appointment online. All of our legal services are available in Westchester, Putnam, Rockland, Orange, Dutchess, Bronx, and New York counties. We look forward to hearing from you!

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Matthew S. Spencer

Matt received his JD from Pepperdine University School of Law in 1991. His primary practice areas include Real Estate, Trusts & Estates, which includes the use of estate planning tools such as Wills, Revocable Living Trusts, Health Care Proxies, Living Wills and a Power of Attorney. Matt also handles Probate and Administration and Guardianship matters. His Elder Law practice includes Medicaid Planning, Medicaid Applications and Asset Protection. Matt is currently serving as the Village Prosecutor for the Village of Elmsford. Matt has lectured for the Pace University School of Law Land Use Law Center’s continuing legal education program. Matt’s clients have included the Westchester County Public Administrator. His professional and community service includes service as President of the Greater Chappaqua Chamber of Commerce, President of Business Network International’s Advanced Networkers Chapter and coaching youth sports with the Irvington Recreation Department and with the Catholic Youth Organization.

James T. Meyer

Jim’s practice areas include Trusts & Estates, Elder Law, Real Estate, Business Law and Litigation. He has been an Arbitrator with the National Association of Securities Dealers (NASD) since 1994 and represents clients in Securities Industry Arbitrations at the NASD and New York Stock Exchange. Jim has authored more than 150 legal articles for his weekly column in the Putnam County Press and has lectured on all facets of his practice areas. Jim’s professional and community service includes service as President of the Putnam County Bar Association, President of the Estate Planning Council of Putnam County, President of the Greater Chappaqua Chamber of Commerce and Chairman of the Board of Trustees of the Putnam Arts Council. Jim graduated from Brooklyn Law School in 1989.