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    Services - DiResta Law Group

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    8 years ago

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    Katz Law Firm - Care, protection, preserve family love and peace

    Katz Law Firm

    (3 reviews)

    I recently used the services of this law firm to create a basic estate plan in accordance with…read moreJewish law. As an Orthodox Jew, I am aware that wills and medical directives need to conform both with American civil law and Jewish law. I like how this law firm makes estate planning more seamless for the client by using online questionnaires to collect the necessary information. The fees are also very reasonable. I appreciated that Mr. Katz didn't try to sell me any service that wasn't necessary for me. This morning I notified Mr. Katz that he overbilled me in error by $50. Mr. Katz verified the error and refunded the $50 overcharge via Zelle on the same day. I have personally witnessed some very unfortunate situations in which large estates were lost or stolen due to a lack of estate planning. In particular, failing to appoint a corporate fiduciary to manage assets on behalf of a spouse who is financially illiterate tends to have devastating consequences. This reality explains why reputable financial advisors feel very strongly about the importance of estate planning. I once heard the following statement from Ric Edelman, the CEO of Edelman Financial Engines, about who needs an estate plan: "A 20 year-old single guy with only $5,000 needs an estate plan." If your life circumstances are more complicated than that, you certainly need an estate plan.

    I found this law firm on a google search, and decided to use Mr. Katz' services for estate planning…read more(POA, will, and trust) due to proximity since I was traveling with an elderly person. He charged over $9,000 in cash. (He literally would not accept a bank teller's check. I had to go BACK to the bank to deposit the check and request cash because he would not accept the check. His reason: he likes to donate money to people when necessary without going to the bank.) Additionally, he took much longer than initially promised. When I asked him about a time frame, he said he was working on much more important cases/with more important clients and wanted to charge even more for making him complete everything after I already waited 3 weeks when he said he would have everything done in 1 week. He said it would cost nothing to do a HCP and ended up charging another $300. (Mind you, a HCP can be done for free with a PCP or in a hospital. Just FYI before anyone else gets ripped off by this guy.) When I asked about the property that was supposed to be included in the trust, he wanted to charge another $1500-5000 CASH to forward the trust documents to the city which should have been done as part of the process. I noticed that he also gives very long-winded responses when he is making up an excuse or story when asking about his outrageous prices or to explain deceptive or manipulative practices. I ended up going to another lawyer who charged $4,500 (and at least accepted debit card, because again, this firm accepts CASH ONLY) to redo and COMPLETE everything in the appropriate and timely manner. I would strongly advise others to stay away from this firm unless you want to be deceived and ripped off.

    Garden State Wills

    Garden State Wills

    (12 reviews)

    Downtown

    Mr. Russell Morgan is a competent attorney. However, he depends too much on delegation. It is…read moreperfectly fine for an attorney to assign legal drafting to a competent paralegal so long as whatever product that unlicensed legal professional produces is CAREFULLY reviewed by a licensed attorney. Furthermore, while a paralegal can certainly assist in legal research, they should not be the ones doing legal counseling. When a client calls the office with a substantive legal question, someone licensed to practice law needs to answer that question. Attorney Morgan's prices for estate planning are high compared to other similar firms in NYC - they are not unreasonable but on the higher end. Regardless of what you are paying for legal services, you should expect competent representation, but when you are spending a premium, you expect to see the value. At the very least, you should not wait months for straightforward legal documents to be produced, nor should you have to constantly chase down the attorney to keep the ball rolling. And no matter how high-end or low-end a law firm is, you should never receive a final document littered with errors. However, that is precisely the experience Mr. Morgan provided. We received a deed document transfer that had the wrong name listed, the wrong LLC listed (one that was not associate with us at all), and the wrong buyer attorney listed. And no, it is not as if they sent the wrong documents because the information was correct in some places. The issue is that Mr. Morgan delegated the drafting of the document to someone who did an incredibly sloppy job, and Mr. Morgan failed to review the document before having us sign it. Worse was that there was very little accountability. Yes, he apologized when the situation was brought to his attention, but then he proceeded to make numerous excuses, one being that the company he uses to draft the documents doesn't usually make mistakes like that. Even if that is accurate, and this is a rare mistake, he still obviously did not review the documents before having us sign and notarize them. If this was a review for the final approval situation, fair enough, though even then, it's not a great practice to send your client documents that haven't been proofread. But again, this was a notarized document with several glaring errors - unacceptable. I am sorry, but there is never an excuse for an attorney to produce delayed and sloppy work. I. do not care how busy your firm is, part of being in this profession is knowing how to manage your case load. You either need to hire more attorneys or accept less cases, but what you cannot do is send out legal documents that have not been reviewed. This was not only an unpleasant experience. I dare say it was incompetent to the point where I am seriously considering contacting the Bar.

    I spoke on phone with the lawyer and I'm in the process of hiring him . He's very articulate and…read moreknowledgeable.

    DiResta Law Group - estateplanning - Updated May 2026

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