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Steven Block
Partner at Lazer, Aptheker, Rosella & Yedid, P.C.
Professional Background
Steven P. Block is a distinguished attorney with a wealth of experience in estate and elder law, currently serving as a partner at Lazer, Aptheker, Rosella & Yedid, P.C. In his prominent role, Steven plays a crucial part in advising clients on an array of estate and elder law planning services. His expertise encompasses the preparation of wills and trusts, alongside sophisticated tax and insurance planning to optimize asset protection and estate management for his clients.
With a keen focus on intricate gift tax planning, Steven employs advanced techniques such as Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), and Intentionally Defective Grantor Trusts (IDGTs). These strategies allow his clients to leverage unique tax advantages, thereby preserving their wealth for future generations. His counsel extends to probate matters, estate administration, and related tax planning and Surrogate's Court proceedings, underscoring his comprehensive knowledge in the estate law sphere.
With a combined background in law and finance, Steven brings considerable insight to his clients, thanks to his credential as a Certified Public Accountant (CPA). He possesses extensive experience assisting business clients in organizing, selling, and liquidating business entities, complemented by his work in preparing essential agreements, such as Shareholder Agreements, Family Limited Partnership Agreements, and Limited Liability Company Operating Agreements.
Before taking on his current role at Lazer, Aptheker, Rosella & Yedid, P.C., Steven honed his skills as a partner at Futterman, Lanza & Block, LLP and served as both a partner and the Co-Chair of the Trusts and Estates department at Ruskin Moscou Faltischek. His leadership and professional acumen have garnered him respect and recognition in the legal community.
Education and Achievements
Steven Block's educational achievements set a strong foundation for his professional journey. He pursued his Doctor of Law (JD) degree at the esteemed University of California, Hastings College of the Law, which equipped him with the legal expertise necessary to navigate the complexities of estate and elder law effectively. Prior to that, he obtained his Bachelor of Science (BS) degree from the State University of New York at Buffalo, marking the beginning of his illustrious academic and professional career.
In addition to his substantial legal and financial experience, Steven has made a mark in the field of education as a speaker and lecturer. He frequently shares his knowledge on trust and estate issues, both in academic settings and media interviews, positioning him as a thought leader in his domain. His recent contributions to literature include co-authoring articles such as "Wealth Preservation for Future Generations: Utilizing Lifetime Trusts" published in the New York Law Journal and "Choosing Beneficiaries Is Serious Business" featured in Long Island Business News, showcasing his commitment to educating others about the importance of effective estate planning.
Professional Affiliations
Steven’s involvement in professional organizations reflects his dedication to staying abreast of developments in the field of estate planning and showcasing best practices. He is a member of the Trusts and Estates Law Section of the New York State Bar Association, actively participating on both the Estate Planning Committee and the Committee on Charitable Organizations. Through these roles, he contributes to the evolution of sound practices within his profession and advocates for responsible estate and tax planning.
Moreover, Steven is a proud member of the Estate Planning Counsel of Nassau County, Inc. and the Society of Trusts and Estate Practitioners (STEP), both of which are critical to networking and sharing insights with fellow practitioners in the field. His commitment to professional development and collaboration with other experts ensures continued excellence in the legal strategies he provides to his clients.
Personal Life
Aside from his illustrious career, Steven Block enjoys a fulfilling personal life. He resides in North Bellmore with his wife and their two adult children. Balancing family with his professional commitments, Steven exemplifies the importance of nurturing both personal and professional relationships. As a practitioner who values family and legacy, he expresses a strong belief in the significance of effective estate planning for preserving wealth and ensuring a secure future for generations to come.
In summary, Steven P. Block is a highly respected attorney and Certified Public Accountant who specializes in estate and elder law at Lazer, Aptheker, Rosella & Yedid, P.C. His extensive knowledge, significant experience, and commitment to client education have positioned him as a thought leader in his field, making him a valuable asset to any individual or business seeking expert legal advice in estate planning, tax strategy, and elder law.
Achievements
- Co-authored "Wealth Preservation for Future Generations: Utilizing Lifetime Trusts" (New York Law Journal, July 9, 2009)
- Authored "Choosing Beneficiaries Is Serious Business" (Long Island Business News, October 22, 1999)
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