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Cheryl L. Katz is a Senior Associate at Cona Elder Law. Ms. Katz's practice is devoted exclusively in the area of trusts and estates, which includes trusts and estates litigation, estate and asset protection planning, and probate and estate administration.
As a trusts and estates litigator, Ms. Katz handles contested probate proceedings, removal proceedings, fiduciary accounting proceedings, discovery proceedings, and other litigation related to trusts and estates. As an estate planner and administration attorney, Ms. Katz handles the preparation of estate planning documents, including wills, trusts, powers of attorney, health care proxies and living wills, and is responsible for the preparation and filing of Surrogate’s Court petitions and applications, including petitions for probate or administration. Ms. Katz also assists clients with the day-to-day administration of estates, including the collection of assets, the preparation of estate tax returns, distribution of assets and the preparation of accountings, both informal and judicial.
Ms. Katz is certified to serve on the New York State Part 36 fiduciary list as a court-appointed guardian ad litem to represent individuals who cannot appear in the Surrogate’s Court to protect their own rights and interests.
Ms. Katz is admitted to practice law in New York and New Jersey.
Awards and Honors
- Best Lawyers: Ones to Watch
- Super Lawyers Rising Star
- Who's Who in Women in Professional Services
- Pro Bono Service Bronze Award
Professional Organizations
- Nassau County Bar Association
- New York State Bar Association
- Co-Chair, NYSBA's Trusts and Estates Section Legislation and Government Relations Committee
- Vice-Chair, NYSBA's Surrogate's Court Committee
- Member, NYSBA's Trusts and Estates Section
- Member, NYSBA's Trust and Estate's COVID-19 Special Task Force
- Member, NYSBA's Digital/Remote Wills and Notarizations Special Task Force
Education
- Juris Doctor, Hofstra University Maurice A. Deane School of Law
- Bachelor of Arts, Stony Brook University, magna cum laude
Academia
- Mentor, Maurice A. Deane School of Law at Hofstra University Mentorship Program
- Former Vice President, Hofstra Elder Law Society
- Former Member, Hofstra Trial Advocacy Association (Mock Trial)
Lectures
- Back to Business Radio Show Interview: T&E Litigation and Planning, February 2022
- Main Street Code Radio Show Interview: T&E Litigation and Planning, February 2022
- Hofstra Law School: Estate Planning Workshop- Will Drafting, February 2022
- NYSBA: Annual Meeting: Gifting and Litigation: Playing Offense and Defense, January 2022
- NYSBA: Co-Chair of the Probate/Administration Program and lecturer, December 2021
- Suffolk County Bar: Elective Share Proceedings and Abandonment as an Affirmative Defense, November 2021
- Hofstra Law School: SCPA 2211 Basics and a Mock Accounting Examination, September 2021
- Hofstra Law School: An Introduction to SCPA 1404 Discovery, March 2021
- Brooklyn Bar Association: E-Filing CLE for Surrogate’s Court Attorneys, November, 2019
- NYCLA: E-Filing Discussion and Tutorial for Surrogate’s Court Attorneys, April, 2019
- NYSBA: Probate & Administration of Estates CLE program, October, 2018
Media
- 103.9FM Tax Talk Radio: Estate Litigation, April 2022
- Back to Business Radio Show Interview: Trusts and Estates Litigation and Planning Overview, February 2022
- Main Street Code Radio Show Interview: Trusts and Estates Litigation and Planning Overview, February 2022
- Newsweek: My Daughter-in-Law Has Torn Our Family Apart—What Should I Do?
