Michael Davidov

Michael Davidov

Attorney Profile

Top Rated Estate Planning & Probate Attorney in New Hyde Park, NY

Davidov Law Group, P.C.
 | 1981 Marcus Avenue, Suite 231
New Hyde Park, NY 11042
Phone: 516-587-5555
Selected to Rising Stars: 2013 - 2016
Licensed Since: 2006
Practice Areas:
  • Estate Planning & Probate (40%),
  • Elder Law (40%),
  • Estate & Trust Litigation (20%)
Languages Spoken:
  • English,
  • Hebrew,
  • Russian

About Michael Davidov

Admitted: 2006, New York

Professional Webpage: http://www.davidovlaw.com/team-profiles/michael-davidov-esq-...

Honors and Awards:

  • I was on the Board of Governors of the American Academy of Estate Planning Attorneys.  In this role, the Board helps to guide the organization in matters pertaining to legal education, member support and practice management recommendations., Member, Board of Governors, American Academy of Estate Planning Attorneys, 2012
  • Member of Board of Governors, Member of the Board of Governors, American Academy of Estate Planning Attorneys, 2012
  • Member of New York City Law Review of CUNY School of Law, Staff Member, New York City Law Review, 2003

Special Licenses/Certifications:

  • Series 65 licensed, 2013
  • Certified Financial Planner, 2012

Verdicts and Settlements:

  • Represented estate beneficiaries against Executor in a turnover proceeding after beneficiaries learned that Executor stole decedent's house while she was alive.  During discovery and depositions of the Executor and others, I uncovered a significant amount of information that lead to a very favorable settlement for my clients., 2015
  • Represented Trustee in Trust Accounting for a ten year period.  The accounting was contested by beneficiaries.  Negotiated and resolved the case to client's satisfaction., 2014
  • Represented beneficary in a contested Surrogate's Court proceeding to object to administration of estate, appointed client as fiduciary, and litigated against estate beneficiaries and bank to turnover deed to house.  Queens County Surrogate's Court., 2014
  • Settled estate litigation proceeding for 90% + of amount claimed on behalf of claimants in a turnover proceeding against an estate fiduciary in Queens County Surrogate's Court., 2014
  • Verdict in favor of Nursing Home client in a non-payment case against Nursing Home resident and her spouse
  • Favorable settlement after litigation of a large Medicaid estate recovery claim in Queens county Surrogate's court. The settlement reached was for 11% of the amount claimed by Medicaid
  • Kinship trial in Queens county Surrogate's court representing the rights of an alleged non-marital child
  • Trial verdict in favor of client in who suffered losses as a result of a real estate transaction that failed to close
  • Favorable settlement in a will contest in Queens county Surrogate's court.  I represented the objectants/distributees
  • Settlement after initiating and litigating a contested estate accounting,Queens county Surrogate's court
  • Settlement in a right of election case that resulted in receiving the full demanded value for the surviving spouse after litigation with the decedent's executors
  • $900,000+ settlement in a contested estate administration case, Nassau county

Transactions:

  • Created Intentionally Defective Grantor Trust for clients with significant real estate holdings.  The result is more than $5 million in estate and GST tax savings for the family., 2016
  • Helped client return home after hospital and nursing home stays.  I obtained maximum Community Medicaid home care services for this client suffering from Alzheimers and a recovering from a fall., 2016
  • Obtained Medicaid Nursing Home benefits for individual who made transfers during the 5 year look-back period.  The client faced a decision from Medicaid that would have rendered him disqualified of Medicaid benefits for 38 months without my assistance.  I was able to qualify him with within 9 months, saving the client and the client's family $348,000., 2016
  • Administered complicated estate valued at 20 Million +, 2016
  • Administered multi jurisdictional estate and trust administration, including probate, trust administration, estat tax return preparation and associated corporate matters relating to decedent's estate.  Utilized valuation discounts to lower liability for New York and federal estate taxes., 2015
  • Represented high net worth clients (35+ million) in establishing leveraged GRATs that sheltered a significant part of their estate from estate taxes., 2015
  • Created a charitable remainder trust for client with highly appreciated stock portfolio.  The significant savings on income tax deductions were used to fund an irrevocable life insurance trust. , 2014
  • Guided corporate tenant through a multi year 6+ million dollar lease negotiation., 2013

Representative Clients:

  • Estate fiduciaries, beneficiaries, high net worth individuals, small to mid sized businesses, nursing homes, and Medicaid applicants

Educational Background:

  • Certified Financial Planning Courses, Lublin School of Business at Pace University, 2001
Office Location for Michael Davidov

1981 Marcus Avenue
Suite 231
New Hyde Park, NY 11042

 

Michael Davidov:

Last Updated: 10/20/2016

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