Michael Davidov

About Michael Davidov

My specialty is assisting people who are either retired or about to retire and professionals. I review their overall financial picture and concentrate primarily on \"wealth management\", estate planning law services and multi-family real estate ownership. This analysis includes not only investments and retirement income, but also the importance of estate planning, income tax reduction, and retirement distribution strategies. I\'ve helped hundreds of people for over a decade and half and, unfortunately, have also met with hundreds of individuals who have made serious mistakes with their retirement distributions, and tax planning. Most of these individuals were obviously shocked when they realized the mistakes that either they or their advisers made. Unfortunately, it was usually too late to correct these mistakes. The major reason for most of these mistakes was lack of education. I always tell my clients,\"People don\'t make mistakes on purpose, they just didn\'t know any better.\" My goal is to bring things up they are unaware of and educate people so that they know what to do before they make decisions. Its obviously cheaper to avoid a problem then it is to solve one! I have written a book about keeping more wealth in your family, and am a frequent lecturer on matters involving finance, law and real estate.

Experience

1. Principal Attorney & Co-founder

   Davidov Law Group, Pc

   Nov 2006 — Present · New Hyde Park, NY, US

   My specialty is assisting people who are either retired or about to retire and professionals. I review their overall financial picture and concentrate primarily on \"wealth management,\" and estate planning. This analysis includes not only investments and retirement income, but also the importance of estate planning, income tax reduction, and retirement distribution strategies. I\'ve helped hundreds of people for over a decade and, unfortunately, have also met with hundreds of individuals who have made serious mistakes with their retirement distributions. Most of these individuals were obviously shocked when they realized the mistakes that either they or their advisers made. Unfortunately, it was usually too late to correct these mistakes. The major reason for most of these mistakes was lack of education. I always tell my clients,\"People don\'t make mistakes on purpose, they just didn\'t know any better.\" My goal is to bring things up they are unaware of and educate people so that they know what to do before they make decisions. Its obviously cheaper to avoid a problem then it is to solve one! I have written a book about keeping more wealth in your family.For over a decade, I was a member of the American Academy of Estate Planning Attorneys, and served on its Board of Advisers for several years.

Education

• Pace University

  Certified Financial Planner, Certified Financial Planning Certificate Program

  2001 — 2002

• Stony Brook University

  BE, Engineering

  1990 — 1995

• City University of New York School of Law

  Juris Doctorate, Legal

  2002 — 2005

Skills

• Trials
• Legal Assistance
• Trusts
• Multi-Generational Wealth Transfer
• Legal Research
• Powers of Attorney
• Multi-Generational Planning
• Kinship
• Estate Law
• Tax Law
• Medicaid Qualification
• Succession Planning
• Special Education
• Probate
• Estate Administration
• Trust
• Administrative Law
• Financial Planning
• Will Contests
• Power of Attorney
• Irrevocable Trusts
• Llc
• Veterans Benefits
• Advanced Directives
• Long-Term Care
• Charitable Trusts
• Long Term Care
• Asset Protection
• Appeals
• Estate Planning
• Litigation
• Hearings
• Guardianship
• Corporate Law
• Civil Litigation
• Elder Care
• Elder Law
• Strategic Financial Planning
• Courts
• Attorneys