James S. Kaplan

About James S. Kaplan

James S. Kaplan is one of the City’s leading Tax and Estates Lawyers. He has practiced law in Manhattan for nearly 40 years. For 17 years prior to forming Greenberg & Kaplan, Mr. Kaplan was Head of the Tax & Estates Department at the Wall Street law firm Herzfeld & Rubin, P.C., where he had a diversified international practice representing individuals, closely held companies, governments and not for profit entities in tax, estate and employee benefit matters. In estate matters, he has successfully implemented estate plans for a number of major real estate entrepreneurs using family partnerships, GRATS and intentional defective trusts to save millions of dollars in estate taxes, and... Read More

James S. Kaplan is one of the City’s leading Tax and Estates Lawyers. He has practiced law in Manhattan for nearly 40 years. For 17 years prior to forming Greenberg & Kaplan, Mr. Kaplan was Head of the Tax & Estates Department at the Wall Street law firm Herzfeld & Rubin, P.C., where he had a diversified international practice representing individuals, closely held companies, governments and not for profit entities in tax, estate and employee benefit matters. In estate matters, he has successfully implemented estate plans for a number of major real estate entrepreneurs using family partnerships, GRATS and intentional defective trusts to save millions of dollars in estate taxes, and has drafted more than a hundred wills and trusts for both large and small clients. He has also handled numerous probates of estates, including a number involving significant properties in France, Germany, and Israel which raised difficult questions of the interplay between U.S and foreign law, and a number of estates involving difficult intrafamily personal relationships. He also has been involved significantly in contested probate and accounting proceedings in the Surrogate’s Courts. Mr. Kaplan is experienced in contested guardianship proceedings. He has also recently had a number of appointments as a Guardian Ad Litem from the Surrogates of Brooklyn and the Bronx.

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Education

New York University School of Law.

Columbia University School of Law.

Work Experience

• Senior & Founding Partner - Greenberg & Kaplan, LLP 2014 - Present.

Awards

Super Lawyer - Super Lawyers 2014.

Estate Planning - Super Lawyers Magazine 2014.

AV Preeminent 5.0 out of 5 Peer Review Rated - Martindale-Hubbell 2014.

Super Lawyer - Super Lawyers 2013.

Super Lawyer - Super Lawyers 2012.

Super Lawyer - Super Lawyers 2011.

Super Lawyer - Super Lawyers 2010.

Super Lawyer - Super Lawyers 2009.

law review law Review 1976.

Associations

Herzfeld & Rubin, P.C.

New York City Law Department.

Associations

Herzfeld & Rubin, P.C.

New York City Law Department.

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Publications

American Spirit - Horatio Gates: New York's Forgotten Hero 2010.

Publications

American Spirit - Horatio Gates: New York's Forgotten Hero 2010.

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Languages

French