Experience

JOSEPH ROKACZ, ATTORNEY AT LAW
Sole Practitioner

• Sole practitioner specializing in trusts and estates.
• Unique background in private law practice and business management.
• Excellent negotiation, communication and analytical skills.
• Counselor for financial planning, investment strategy, family wealth transfer.
• Expert in family foundations and charitable trusts.
• Extensive experience writing wills and creating revocable/irrevocable and testamentary/inter vivos trusts.
• Extensive writing and research experience for construction proceedings and wrongful death compromise proceedings.
• Experience in litigating will contests including 1404 hearing, Putnam hearing and trials.
• Article 81 guardianship and Surrogate’s Court guardian ad litem appointments.
• Experience in Elder Law issues, including Medicaid planning.
• Proven ability to tailor approach to clients’ needs.
• Provides a creative, personal approach to individual wills and trusts tailored to clients’ needs, direction, and lifestyle.
• Creates trusting client relationships to provide expert legal direction and a high level of client satisfaction, resulting in referral business.