At Meyer & Spencer PC, we know how hard you have worked to build a life, care for your family, and protect what matters most.
For more than 33 years, our firm has helped New York families plan ahead, protect their assets, and provide for the people they love.
Whether you are worried about long-term care costs, need an estate plan, or are helping a loved one through probate or guardianship, you will find a steady team ready to guide you.
Waiting too long can limit your options. We help families take action early so they can protect their home, savings, and loved ones before health issues create urgent stress.
Your home and assets represent years of hard work. We help families use elder law, Medicaid planning, trusts, and asset protection tools to protect what they have earned.
Legal planning can feel overwhelming. Our attorneys and paralegals explain your options in plain language and help you understand each step before you move forward.
Our firm has a strong team with years of hands-on experience. Many of our attorneys and paralegals have been with us for years, giving clients the benefit of steady support and deep familiarity with the planning process.
Partner
Partner
Jim’s experience in securities arbitrations and the financial planning industry has provided him with a unique perspective to assist our clients in their Trust and Estate (estate planning) and Business Succession matters. Our Trust and Estates practice involves everything from simple Wills and Revocable Living Trusts to the more complex tax savings strategies using various trusts. We have extensive experience in probate and administration proceedings, as well as in Guardianship matters.
Jim has extensive experience in all facets of residential and commercial real estate. We have an extensive network of real estate agents, mortgage brokers, home inspectors and title representatives with whom we work. We have participated in thousands of real estate closings since the firm opened its doors in 1993.
As a member of the Board of Arbitrators of the National Association of Securities Dealers, Inc. from 1994 to 2008, Jim has presided over numerous complex multi-party and multi-million dollar cases. As the chairman of arbitration panels, Jim conducted pre-hearing conferences, monitored the pre-hearing discovery process, decided motions, made procedural and evidentiary rulings and drafted the final arbitration award.
Jim has represented numerous small businesses including sole proprietorships, partnerships, corporations and limited liability companies. Jim has counseled small businesses on start-up matters, contractual issues and employment issues. Our corporate law practice has provided Jim with extensive experience in the negotiating and drafting of business contracts and the purchases and sales of existing businesses.
Jim authored a weekly legal column in the Putnam County Press that ran from January, 2004 through 2010 and has had more than 300 articles on various legal topics published.
Partner
Partner
Lisa has counseled clients to help them determine the appropriate estate plans to suit their needs, including simple Wills, Revocable Living Trusts and Irrevocable Trusts. Our estate plans always include a Power of Attorney, Health Care Proxy, and Living Will.
Lisa counsels our clients on different ways they can protect their assets against the rising costs of nursing home care, as well as on applying for Medicaid, both institutional and Community, for themselves or a loved one.
Lisa represents both sellers and buyers of real estate – whether it is commercial and residential, including cooperatives, condominiums, and single to multiple family dwellings. Lisa works with the firm’s extensive list of real estate brokers, mortgage brokers, insurance agents, home inspectors and title representatives to achieve our clients’ goals.
New York State Bar Association
Senior Attorney
Senior Attorney
Lisa has counseled clients to help them determine the appropriate estate plans to suit their needs, including simple Wills, Revocable Living Trusts and Irrevocable Trusts. Our estate plans always include a Power of Attorney, Health Care Proxy, and Living Will.
Lisa counsels our clients on different ways they can protect their assets against the rising costs of nursing home care, as well as on applying for Medicaid, both institutional and Community, for themselves or a loved one.
Lisa represents both sellers and buyers of real estate – whether it is commercial and residential, including cooperatives, condominiums, and single to multiple family dwellings. Lisa works with the firm’s extensive list of real estate brokers, mortgage brokers, insurance agents, home inspectors and title representatives to achieve our clients’ goals.
Senior Paralegal
Senior Paralegal
Paralegal
Paralegal
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The best time to protect your family is before a crisis happens.
Whether you are worried about nursing home costs, need a trust, want to protect your home, or are helping a loved one through probate or guardianship, Meyer & Spencer PC is here to help.
For more than 33 years, our firm has helped families in Westchester County and Putnam County plan, protect, and provide.
Take the next step toward peace of mind today.